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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
551
Cresset Asset Management
Illinois
$400K +$19.5K +228 +5%
FPS
552
Fieldpoint Private Securities
Connecticut
$391K – – –
SMC
553
Smith, Moore & Co
Missouri
$390K -$28.3K -331 -6%
GT
554
Glenview Trust
Kentucky
$390K – – –
SAG
555
Spotlight Asset Group
Illinois
$385K +$582K +6,798 New
HI
556
Horizon Investments
North Carolina
$383K +$139K +1,622 +53%
FHC
557
First Heartland Consultants
Missouri
$382K -$3.17K -37 -0.8%
CCM
558
Cadence Capital Management
Massachusetts
$380K +$19K +222 +5%
AWA
559
ARS Wealth Advisors
Florida
$377K – – –
APC
560
Aspire Private Capital
North Carolina
$374K – – –
LOAME
561
Lombard Odier Asset Management (Europe)
United Kingdom
$372K – – –
NP
562
NorthRock Partners
Minnesota
$372K +$389K +4,549 New
CHA
563
Carmichael Hill & Associates
Maryland
$371K – – –
SRC
564
Shufro Rose & Co
New York
$363K – – –
MGWM
565
Marks Group Wealth Management
Minnesota
$360K +$377K +4,401 New
B
566
Bailard
California
$359K -$8.56K -100 -2%
OPS
567
Orion Portfolio Solutions
Nebraska
$356K +$373K +4,355 New
EW
568
Evoke Wealth
California
$355K -$39.5K -461 -10%
CC
569
ClearArc Capital
Ohio
$354K -$151K -1,760 -29%
PIA
570
Pinion Investment Advisors
Kansas
$353K -$18.6K -217 -5%
BFC
571
Blue Fin Capital
Rhode Island
$352K -$4.28K -50 -1%
LAIC
572
Lederer & Associates Investment Counsel
California
$349K -$8.56K -100 -2%
GLA
573
Great Lakes Advisors
Illinois
$347K +$103K +1,205 +40%
Bessemer Group
574
Bessemer Group
New Jersey
$343K – – –
DBRC
575
D.B. Root & Company
Pennsylvania
$342K +$86 +1 +0%