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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
576
Balboa Wealth Partners
Arizona
$230K +$219K +2,842 New
FAIM
577
Financial Advocates Investment Management
Washington
$229K +$218K +2,834 New
EWA
578
EP Wealth Advisors
California
$228K +$861K +11,179 +448%
VFA
579
Valeo Financial Advisors
Indiana
$227K +$216K +2,809 New
BPFA
580
Barnes Pettey Financial Advisors
Mississippi
$227K
HIC
581
Hartline Investment Corp
Illinois
$225K +$214K +2,782 New
MA
582
Mutual Advisors
Nebraska
$224K -$13.7K -178 -6%
CI
583
Conning Inc
Connecticut
$224K -$18.5K -240 -8%
BF
584
BOK Financial
Oklahoma
$223K -$25.6K -332 -11%
MFG
585
Merit Financial Group
Georgia
$222K +$211K +2,744 New
Koshinski Asset Management
586
Koshinski Asset Management
Illinois
$221K +$210K +2,731 New
MW
587
Marcum Wealth
Ohio
$221K +$210K +2,731 New
KP
588
Keel Point
Alabama
$219K +$209K +2,707 New
KFGK
589
Keystone Financial Group (Kentucky)
Kentucky
$217K +$207K +2,681 New
NP
590
Nilsine Partners
Colorado
$217K +$206K +2,680 New
AIA
591
Angeles Investment Advisors
California
$216K +$206K +2,670 New
SMA
592
Sage Mountain Advisors
Georgia
$215K +$205K +2,658 New
HSA
593
HBK Sorce Advisory
Pennsylvania
$214K +$204K +2,651 New
MGIM
594
M&G Investment Management
United Kingdom
$214K -$87K -1,129 -30%
I
595
IMPACTfolio
Colorado
$214K +$204K +2,645 New
KWM
596
Kingsview Wealth Management
Oregon
$213K +$203K +2,636 New
SWM
597
SeaCrest Wealth Management
New York
$213K +$203K +2,636 New
CFB
598
Cullen/Frost Bankers
Texas
$212K +$3.54K +46 +2%
STA
599
Summit Trail Advisors
New York
$211K +$201K +2,606 New
RFA
600
Register Financial Advisors
Georgia
$210K