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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SRSA
551
S.R. Schill & Associates
Washington
$371K – – –
First Manhattan
552
First Manhattan
New York
$368K +$354K +4,067 New
CWM
553
Campbell Wealth Management
Virginia
$367K – – –
PCS
554
Personal CFO Solutions
New Jersey
$366K +$352K +4,043 New
SVWAG
555
Sound View Wealth Advisors Group
Georgia
$364K -$28.3K -325 -7%
CCA
556
Checchi Capital Advisers
California
$363K +$31.7K +364 +10%
IIM
557
Ipswich Investment Management
Massachusetts
$362K -$6.09K -70 -2%
RCAG
558
Rehmann Capital Advisory Group
Michigan
$359K +$10.2K +117 +3%
ANRIA
559
American National Registered Investment Advisor
Texas
$358K – – –
SFA
560
Sequoia Financial Advisors
Ohio
$355K -$21.4K -246 -6%
BBHC
561
Brown Brothers Harriman & Co
New York
$354K +$164K +1,888 +94%
BG
562
Bahl & Gaynor
Ohio
$352K – – –
TLP
563
Trinity Legacy Partners
Texas
$352K +$334K +3,840 New
NL
564
NWAM LLC
Washington
$351K -$19.8K -227 -6%
RIA
565
Regal Investment Advisors
Michigan
$349K +$5.31K +61 +2%
BRWM
566
B. Riley Wealth Management
Tennessee
$349K +$11K +126 +3%
CCB
567
Cutter & Co Brokerage
Missouri
$349K +$50.8K +584 +18%
EWA
568
ERTS Wealth Advisors
Michigan
$348K -$42.2K -485 -11%
FLPIM
569
F.L. Putnam Investment Management
Massachusetts
$345K +$325K +3,738 +5,192%
WCM
570
Weld Capital Management
New York
$345K +$331K +3,807 New
CFD
571
Creative Financial Designs
Indiana
$343K +$45.1K +518 +16%
CG
572
CFO4Life Group
Texas
$340K -$53K -609 -14%
BHA
573
Beech Hill Advisors
New York
$340K – – –
HIS
574
Harvest Investment Services
Illinois
$340K +$6.35K +73 +2%
Cetera Investment Advisers
575
Cetera Investment Advisers
Illinois
$336K +$35.2K +404 +12%