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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
601
Strategic Investment Advisors
Michigan
$252K +$12.6K +168 +5%
KFGK
602
Keystone Financial Group (Kentucky)
Kentucky
$252K +$244K +3,251 New
IWC
603
Integrated Wealth Concepts
Massachusetts
$250K +$242K +3,225 New
BI
604
Ballast Inc
Kentucky
$248K -$8.25K -110 -3%
S
605
SignatureFD
Georgia
$246K -$3.9K -52 -2%
GVAG
606
Great Valley Advisor Group
Delaware
$246K – – –
Bessemer Group
607
Bessemer Group
New Jersey
$245K +$18.6K +248 +9%
AI
608
Atom Investors
Texas
$242K +$234K +3,119 New
VCM
609
Virtue Capital Management
Tennessee
$241K -$53.1K -708 -19%
FTIOP
610
Fiduciary Trust International of Pennsylvania
Pennsylvania
$241K – – –
AIL
611
AGF Investments LLC
Ontario, Canada
$240K +$89.8K +1,197 +63%
WC
612
Whitnell & Co
Illinois
$237K – – –
CT
613
Clearstead Trust
Maine
$236K – – –
IB
614
Intrust Bank
Kansas
$235K +$3.23K +43 +1%
PP
615
Paloma Partners
Connecticut
$234K +$226K +3,019 New
DAC
616
Dividend Assets Capital
South Carolina
$233K – – –
CGL
617
Clarius Group LLC
Washington
$233K +$226K +3,007 New
GLA
618
Good Life Advisors
Pennsylvania
$230K -$24.9K -332 -10%
BCM
619
Brookstone Capital Management
Illinois
$230K -$7.43K -99 -3%
AT
620
Arden Trust
Delaware
$230K -$300 -4 -0.1%
RWA
621
Redhawk Wealth Advisors
Minnesota
$230K – – –
SFG
622
SNS Financial Group
Minnesota
$229K -$4.5K -60 -2%
TNB
623
Thomasville National Bank
Georgia
$223K +$216K +2,873 New
CC
624
Courier Capital
New York
$220K +$212K +2,829 New
ARTA
625
A.R.T. Advisors
New York
$220K +$213K +2,836 New