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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
551
SeaCrest Wealth Management
New York
$207K +$194K +2,893 New
SS
552
Simplicity Solutions
Minnesota
$204K +$191K +2,850 New
SVWAG
553
Sound View Wealth Advisors Group
Georgia
$203K +$190K +2,832 New
Acadian Asset Management
554
Acadian Asset Management
Massachusetts
$198K +$20.5K +306 +12%
Carson Wealth (CWM LLC)
555
Carson Wealth (CWM LLC)
Nebraska
$197K
S
556
Seeyond
France
$195K
SIAP
557
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$192K -$23.5K -350 -12%
CFA
558
Carroll Financial Associates
North Carolina
$181K +$3.22K +48 +2%
BWL
559
Bogart Wealth LLC
Virginia
$175K +$89.7K +1,336 +121%
VRM
560
Vectors Research Management
New York
$167K -$773K -11,510 -83%
CT
561
Clearstead Trust
Maine
$167K -$48K -715 -24%
HI
562
Hudock Inc
Pennsylvania
$167K +$537 +8 +0.3%
COCM
563
Charter Oak Capital Management
New Hampshire
$160K
PK
564
Pflug Koory
Nebraska
$159K +$64.8K +965 +77%
S
565
SignatureFD
Georgia
$139K +$11.4K +170 +10%
FDCDDQ
566
Federation des caisses Desjardins du Quebec
Quebec, Canada
$135K
Bessemer Group
567
Bessemer Group
New Jersey
$133K +$32.8K +488 +36%
OIA
568
Optimum Investment Advisors
Illinois
$131K
QCG
569
Quadrant Capital Group
Ohio
$128K +$3.63K +54 +3%
M
570
MOTCO
Texas
$126K -$29.1K -434 -20%
WT
571
Washington Trust
Rhode Island
$123K +$2.28K +34 +2%
BDS
572
Banco de Sabadell
Florida
$123K +$115K +1,712 New
NFG
573
Next Financial Group
Texas
$122K +$4.57K +68 +4%
WAP
574
Wealthcare Advisory Partners
Pennsylvania
$122K +$115K +1,706 New
SFS
575
Sowell Financial Services
Arkansas
$121K -$806 -12 -0.7%