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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
601
Arcadia Investment Management
Michigan
$108K – – –
CAL
602
Capital Analysts LLC
Pennsylvania
$107K -$1.15K -15 -1%
HFM
603
Harvest Fund Management
China
$107K – – –
KFI
604
Key Financial Inc
Pennsylvania
$107K +$89.3K +1,167 +1,823%
MPWT
605
MassMutual Private Wealth & Trust
Connecticut
$106K -$1.76K -23 -2%
BFEC
606
Benjamin F. Edwards & Company
Missouri
$104K -$12.1K -158 -11%
BCA
607
Berman Capital Advisors
Georgia
$104K +$20.1K +263 +26%
CT
608
Caldwell Trust
Florida
$101K – – –
EW
609
Evoke Wealth
California
$99K -$4.21K -55 -4%
Lazard Asset Management
610
Lazard Asset Management
New York
$96K -$482K -6,301 -84%
BFC
611
Bedel Financial Consulting
Indiana
$96K +$9.42K +123 +12%
EL
612
EMFO LLC
Florida
$96K +$88K +1,150 New
MCM
613
MV Capital Management
Maryland
$94K +$62.7K +819 +261%
PCG
614
Private Capital Group
Connecticut
$93K +$6.97K +91 +9%
GEA
615
Glen Eagle Advisors
New Jersey
$87.4K +$77 +1 +0.1%
WIM
616
Westside Investment Management
California
$83.1K – – –
CBT
617
CoreFirst Bank & Trust
Kansas
$83K – – –
HDIM
618
Hanson & Doremus Investment Management
Vermont
$83K – – –
MCA
619
Mercer Capital Advisers
New Jersey
$83K – – –
SBL
620
Sargent Bickham Lagudis
Colorado
$83K – – –
CFN
621
Cordasco Financial Network
Florida
$81K -$4.29K -56 -5%
PO
622
Private Ocean
California
$76K – – –
RDWM
623
Red Door Wealth Management
Tennessee
$76K +$70.8K +925 New
HWA
624
HHM Wealth Advisors
Tennessee
$75K – – –
ST
625
Smithfield Trust
Pennsylvania
$75K – – –