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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
601
Strategic Investment Advisors
Michigan
$301K +$8.73K +102 +3%
SWM
602
SeaCrest Wealth Management
New York
$297K -$75.4K -881 -20%
Cetera Investment Advisers
603
Cetera Investment Advisers
Illinois
$297K -$3.85K -45 -1%
KA
604
Kintegral Advisory
New York
$297K – – –
CGL
605
Clarius Group LLC
Washington
$296K -$13.8K -161 -4%
BCP
606
Berkeley Capital Partners
Georgia
$296K +$7.28K +85 +2%
SB
607
Simmons Bank
Arkansas
$296K +$44.5K +520 +17%
TSS
608
Two Sigma Securities
New York
$296K +$310K +3,619 New
ACA
609
Atlas Capital Advisors
Wyoming
$294K +$24.2K +283 +9%
EWA
610
ERTS Wealth Advisors
Michigan
$291K -$24K -280 -7%
GHAM
611
Gilman Hill Asset Management
Connecticut
$291K – – –
WTB
612
Washington Trust Bank
Washington
$289K – – –
NIT
613
NumerixS Investment Technologies
British Columbia, Canada
$286K +$300K +3,501 New
WPP
614
Whalerock Point Partners
Rhode Island
$285K -$72.8K -850 -20%
KFC
615
Klingenstein Fields & Co
New York
$285K -$13.6K -159 -4%
MW
616
Marcum Wealth
Ohio
$284K +$297K +3,473 New
CCIA
617
Campbell & Co Investment Adviser
Maryland
$283K +$296K +3,458 New
SVWAG
618
Sound View Wealth Advisors Group
Georgia
$282K -$48.5K -566 -14%
KFGK
619
Keystone Financial Group (Kentucky)
Kentucky
$282K – – –
SLG
620
Stanley-Laman Group
Pennsylvania
$281K +$294K +3,436 New
EFS
621
Essex Financial Services
Connecticut
$280K +$17.1K +200 +6%
SFS
622
Sowell Financial Services
Arkansas
$278K +$1.63K +19 +0.6%
FHB
623
First Hawaiian Bank
Hawaii
$277K -$259K -3,021 -47%
PP
624
Parplus Partners
New York
$277K +$290K +3,384 New
BWP
625
Bernardo Wealth Planning
Pennsylvania
$275K -$12.7K -148 -4%