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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
TPWM
576
Twelve Points Wealth Management
Massachusetts
$245K +$238K +2,855 New
CT
577
Chicago Trust
Illinois
$244K +$238K +2,850 New
GVAG
578
Great Valley Advisor Group
Delaware
$240K -$167 -2 -0.1%
BPFA
579
Barnes Pettey Financial Advisors
Mississippi
$240K +$234K +2,802 New
ACS
580
Archford Capital Strategies
Illinois
$238K -$35.8K -430 -13%
MSAM
581
Moloney Securities Asset Management
Missouri
$231K +$333 +4 +0.1%
FF
582
FourThought Financial
Florida
$228K -$44.9K -538 -17%
S
583
SignatureFD
Georgia
$226K +$6.17K +74 +3%
ATPW
584
Ashton Thomas Private Wealth
Arizona
$226K +$3.42K +41 +2%
Cerity Partners
585
Cerity Partners
New York
$225K +$218K +2,618 New
DWT
586
Dorsey & Whitney Trust
South Dakota
$225K +$219K +2,627 New
RIA
587
Regal Investment Advisors
Michigan
$224K -$1K -12 -0.5%
NIM
588
NuWave Investment Management
New Jersey
$224K +$57.4K +689 +36%
RCAG
589
Rehmann Capital Advisory Group
Michigan
$224K +$1.58K +19 +0.7%
CA
590
CoreCap Advisors
Michigan
$221K +$215K +2,579 New
WBG
591
Wharton Business Group
Pennsylvania
$219K
BG
592
Bollard Group
Massachusetts
$219K +$1K +12 +0.5%
FAIM
593
Financial Advocates Investment Management
Washington
$218K -$34.7K -416 -14%
ARC
594
Advisor Resource Council
Texas
$218K +$212K +2,548 New
SVWAG
595
Sound View Wealth Advisors Group
Georgia
$216K -$21.7K -260 -9%
CWP
596
CFM Wealth Partners
Texas
$216K
WKWM
597
Walter & Keenan Wealth Management
Indiana
$213K
NFG
598
Nations Financial Group
Iowa
$212K +$206K +2,466 New
FNBT
599
FineMark National Bank & Trust
Florida
$212K +$206K +2,472 New
AssetMark Inc
600
AssetMark Inc
California
$211K -$141K -1,694 -41%