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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
FAIM
551
Financial Advocates Investment Management
Washington
$226K +$209K +2,726 New
LOAMS
552
Lombard Odier Asset Management (Switzerland)
Switzerland
$224K +$206K +2,691 New
BMA
553
Brooks Moore & Associates
Tennessee
$224K +$207K +2,700 New
SIAP
554
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$222K – – –
MIM
555
Moseley Investment Management
Florida
$222K +$204K +2,670 New
H
556
HoyleCohen
California
$218K -$51.7K -675 -20%
PFWA
557
Paces Ferry Wealth Advisors
Georgia
$217K +$200K +2,612 New
CFA
558
Carroll Financial Associates
North Carolina
$213K +$3.21K +42 +2%
RCAG
559
Rehmann Capital Advisory Group
Michigan
$212K +$195K +2,551 New
VWA
560
V Wealth Advisors
Kansas
$212K -$314K -4,104 -62%
CMO
561
Covenant Multifamily Offices
Texas
$212K +$195K +2,546 New
MAFM
562
Mid Atlantic Financial Management
Pennsylvania
$212K +$195K +2,552 New
BG
563
Bollard Group
Massachusetts
$210K -$133K -1,742 -41%
SG Americas Securities
564
SG Americas Securities
New York
$206K -$1.98M -25,801 -91%
JWCA
565
J.W. Cole Advisors
Florida
$206K +$190K +2,480 New
HW
566
Hancock Whitney
Mississippi
$205K +$189K +2,463 New
IC
567
IEQ Capital
California
$205K +$189K +2,472 New
MIM
568
MTM Investment Management
South Carolina
$204K +$188K +2,450 New
FNBOMD
569
First National Bank of Mount Dora
Florida
$204K +$188K +2,455 New
BFC
570
Blue Fin Capital
Rhode Island
$203K +$187K +2,445 New
OPS
571
Orion Portfolio Solutions
Nebraska
$202K +$186K +2,430 New
BWL
572
Bogart Wealth LLC
Virginia
$201K -$2.22K -29 -1%
VRM
573
Vectors Research Management
New York
$200K +$5.36K +70 +3%
Carson Wealth (CWM LLC)
574
Carson Wealth (CWM LLC)
Nebraska
$197K – – –
HI
575
Hudock Inc
Pennsylvania
$195K +$536 +7 +0.3%