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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
FPS
551
Fieldpoint Private Securities
Connecticut
$391K
SMC
552
Smith, Moore & Co
Missouri
$390K -$28.3K -331 -6%
GT
553
Glenview Trust
Kentucky
$390K
SAG
554
Spotlight Asset Group
Illinois
$385K +$582K +6,798 New
HI
555
Horizon Investments
North Carolina
$383K +$139K +1,622 +53%
FHC
556
First Heartland Consultants
Missouri
$382K -$3.17K -37 -0.8%
CCM
557
Cadence Capital Management
Massachusetts
$380K +$19K +222 +5%
AWA
558
ARS Wealth Advisors
Florida
$377K
APC
559
Aspire Private Capital
North Carolina
$374K
LOAME
560
Lombard Odier Asset Management (Europe)
United Kingdom
$372K
NP
561
NorthRock Partners
Minnesota
$372K +$389K +4,549 New
CHA
562
Carmichael Hill & Associates
Maryland
$371K
SRC
563
Shufro Rose & Co
New York
$363K
MGWM
564
Marks Group Wealth Management
Minnesota
$360K +$377K +4,401 New
B
565
Bailard
California
$359K -$8.56K -100 -2%
OPS
566
Orion Portfolio Solutions
Nebraska
$356K +$373K +4,355 New
EW
567
Evoke Wealth
California
$355K -$39.5K -461 -10%
CC
568
ClearArc Capital
Ohio
$354K -$151K -1,760 -29%
PIA
569
Pinion Investment Advisors
Kansas
$353K -$18.6K -217 -5%
BFC
570
Blue Fin Capital
Rhode Island
$352K -$4.28K -50 -1%
LAIC
571
Lederer & Associates Investment Counsel
California
$349K -$8.56K -100 -2%
GLA
572
Great Lakes Advisors
Illinois
$347K +$103K +1,205 +40%
Bessemer Group
573
Bessemer Group
New Jersey
$343K
DBRC
574
D.B. Root & Company
Pennsylvania
$342K +$86 +1 +0%
IHL
575
Investment House LLC
California
$335K -$12.8K -150 -4%