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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BMA
551
Brooks Moore & Associates
Tennessee
$224K +$207K +2,700 New
SIAP
552
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$222K
MIM
553
Moseley Investment Management
Florida
$222K +$204K +2,670 New
PFWA
554
Paces Ferry Wealth Advisors
Georgia
$217K +$200K +2,612 New
CFA
555
Carroll Financial Associates
North Carolina
$213K +$3.21K +42 +2%
RCAG
556
Rehmann Capital Advisory Group
Michigan
$212K +$195K +2,551 New
VWA
557
V Wealth Advisors
Kansas
$212K -$314K -4,104 -62%
CMO
558
Covenant Multifamily Offices
Texas
$212K +$195K +2,546 New
MAFM
559
Mid Atlantic Financial Management
Pennsylvania
$212K +$195K +2,552 New
BG
560
Bollard Group
Massachusetts
$210K -$133K -1,742 -41%
SG Americas Securities
561
SG Americas Securities
New York
$206K -$1.98M -25,801 -91%
JWCA
562
J.W. Cole Advisors
Florida
$206K +$190K +2,480 New
HW
563
Hancock Whitney
Mississippi
$205K +$189K +2,463 New
IC
564
IEQ Capital
California
$205K +$189K +2,472 New
MIM
565
MTM Investment Management
South Carolina
$204K +$188K +2,450 New
FNBOMD
566
First National Bank of Mount Dora
Florida
$204K +$188K +2,455 New
BFC
567
Blue Fin Capital
Rhode Island
$203K +$187K +2,445 New
OPS
568
Orion Portfolio Solutions
Nebraska
$202K +$186K +2,430 New
BWL
569
Bogart Wealth LLC
Virginia
$201K -$2.22K -29 -1%
VRM
570
Vectors Research Management
New York
$200K +$5.36K +70 +3%
Carson Wealth (CWM LLC)
571
Carson Wealth (CWM LLC)
Nebraska
$197K
HI
572
Hudock Inc
Pennsylvania
$195K +$536 +7 +0.3%
QCG
573
Quadrant Capital Group
Ohio
$192K +$40.4K +528 +30%
BU
574
BBVA USA
Alabama
$191K +$176K +2,298 New
COCM
575
Charter Oak Capital Management
New Hampshire
$185K