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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
GRP
576
Global Retirement Partners
California
$199K +$55.2K +978 +37%
CPA
577
Clear Perspective Advisors
Illinois
$198K -$73.3K -1,299 -26%
MMG
578
Monetary Management Group
Missouri
$192K -$113K -2,000 -36%
DZ Bank
579
DZ Bank
Germany
$191K -$1.37M -24,302 -87%
NIMI
580
Natixis Investment Managers International
France
$189K +$204K +3,615 New
MBT
581
Monroe Bank & Trust
Michigan
$183K +$2.82K +50 +2%
OIA
582
Optimum Investment Advisors
Illinois
$182K – – –
UFG
583
United Fire Group
Iowa
$169K – – –
WC
584
Whitnell & Co
Illinois
$167K -$25.4K -450 -13%
CFA
585
Carroll Financial Associates
North Carolina
$163K -$438K -7,755 -72%
AIM
586
Arcadia Investment Management
Michigan
$162K – – –
SWM
587
SeaCrest Wealth Management
New York
$159K +$72.5K +1,284 +78%
ES
588
Equitec Specialists
Illinois
$155K +$161K +2,853 New
AssetMark Inc
589
AssetMark Inc
California
$147K +$109K +1,937 +252%
FWM
590
Focused Wealth Management
New York
$146K -$377K -6,678 -71%
Lazard Asset Management
591
Lazard Asset Management
New York
$146K – – –
TAM
592
Tiverton Asset Management
Delaware
$130K -$53.3K -944 -28%
CT
593
Clearstead Trust
Maine
$127K -$535K -9,480 -80%
CIBC Private Wealth Group
594
CIBC Private Wealth Group
Georgia
$124K +$2.03K +36 +2%
PAI
595
Pittenger & Anderson Inc
Nebraska
$118K -$2.4M -42,545 -95%
RCAG
596
Rehmann Capital Advisory Group
Michigan
$115K -$268K -4,753 -69%
ST
597
Smithfield Trust
Pennsylvania
$115K -$19.1K -339 -14%
ARMT
598
Amica Retiree Medical Trust
Rhode Island
$114K -$314K -5,556 -73%
M
599
MOTCO
Texas
$114K -$54.3K -962 -31%
OSNBOA
600
Old Second National Bank of Aurora
Illinois
$113K -$932K -16,503 -89%