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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
551
Carmichael Hill & Associates
Maryland
$208K
SRSA
552
S.R. Schill & Associates
Washington
$207K +$32.5K +440 +11%
LC
553
LCNB Corp
Ohio
$207K +$129K +1,753 +63%
HIS
554
Harvest Investment Services
Illinois
$207K +$334K +4,531 New
WJWM
555
Williams Jones Wealth Management
New York
$203K -$2.3M -31,122 -88%
B
556
Bailard
California
$201K
MGWM
557
Marks Group Wealth Management
Minnesota
$200K -$8.85K -120 -3%
Carson Wealth (CWM LLC)
558
Carson Wealth (CWM LLC)
Nebraska
$197K
BG
559
Bollard Group
Massachusetts
$196K -$3.27M -44,259 -91%
CFD
560
Creative Financial Designs
Indiana
$194K +$27.2K +368 +10%
LS
561
Livforsakringsbolaget Skandia
Sweden
$194K +$95.9K +1,300 +44%
GRP
562
Global Retirement Partners
California
$192K -$53.7K -728 -15%
AAMU
563
AEGON Asset Management (UK)
United Kingdom
$186K
First Manhattan
564
First Manhattan
New York
$186K +$5.53K +75 +2%
AWA
565
Arkadios Wealth Advisors
Georgia
$175K +$369 +5 +0.1%
EMG
566
ETF Managers Group
New Jersey
$170K +$27.2K +368 +11%
RIM
567
Rampart Investment Management
Connecticut
$166K -$2.53M -34,327 -90%
S
568
SignatureFD
Georgia
$146K +$16.7K +226 +8%
Lazard Asset Management
569
Lazard Asset Management
New York
$145K +$5.61K +76 +2%
CT
570
Clearstead Trust
Maine
$139K
BHWM
571
Bay Harbor Wealth Management
Maryland
$139K +$16.9K +229 +8%
SFS
572
Sowell Financial Services
Arkansas
$138K -$28.1K -381 -11%
CFA
573
Carroll Financial Associates
North Carolina
$131K -$23.8K -323 -10%
OIA
574
Optimum Investment Advisors
Illinois
$131K
AssetMark Inc
575
AssetMark Inc
California
$130K +$167K +2,264 +395%