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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
576
Cullen/Frost Bankers
Texas
$331K -$6.7K -77 -2%
CGL
577
Clarius Group LLC
Washington
$331K +$14.3K +164 +5%
CTA
578
Colonial Trust Advisors
South Carolina
$331K +$21.8K +250 +7%
KFC
579
Klingenstein Fields & Co
New York
$330K -$5.74K -66 -2%
KA
580
Kintegral Advisory
New York
$329K – – –
SIA
581
Strategic Investment Advisors
Michigan
$324K +$22.2K +255 +8%
TW
582
TrinityPoint Wealth
Connecticut
$324K +$324K +3,729 New
GHAM
583
Gilman Hill Asset Management
Connecticut
$323K -$12.2K -140 -4%
BIM
584
Bridges Investment Management
Nebraska
$320K – – –
WTB
585
Washington Trust Bank
Washington
$320K – – –
BCP
586
Berkeley Capital Partners
Georgia
$320K +$307K +3,530 New
BWP
587
Bernardo Wealth Planning
Pennsylvania
$319K -$8.53K -98 -3%
HAM
588
Highstreet Asset Management
Ontario, Canada
$315K -$67.4K -774 -18%
FI
589
FormulaFolio Investments
Michigan
$315K +$303K +3,477 New
KFGK
590
Keystone Financial Group (Kentucky)
Kentucky
$313K +$11.7K +135 +4%
ACG
591
Allen Capital Group
Nebraska
$311K – – –
SFS
592
Sowell Financial Services
Arkansas
$306K +$294K +3,375 New
HIC
593
Hartline Investment Corp
Illinois
$305K – – –
ACA
594
Atlas Capital Advisors
Wyoming
$300K +$52.1K +599 +22%
PFS
595
Prospera Financial Services
Texas
$295K -$33.3K -383 -11%
BI
596
Ballast Inc
Kentucky
$295K +$5.22K +60 +2%
EFS
597
Essex Financial Services
Connecticut
$292K -$13K -149 -4%
CCP
598
Corient Capital Partners
California
$292K +$42.6K +489 +18%
AI
599
Atom Investors
Texas
$281K -$938K -10,781 -78%
FTIOP
600
Fiduciary Trust International of Pennsylvania
Pennsylvania
$281K -$5.74K -66 -2%