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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CFA
601
Cahill Financial Advisors
Minnesota
$140K +$145K +1,693 New
GWS
602
Glassman Wealth Services
Virginia
$136K +$4.47K +52 +3%
HFM
603
Harvest Fund Management
China
$135K +$30.5K +355 +28%
WT
604
Washington Trust
Rhode Island
$131K – – –
SCA
605
Stonebridge Capital Advisors
Minnesota
$130K – – –
CAL
606
Capital Analysts LLC
Pennsylvania
$128K +$23.5K +273 +21%
CCM
607
Covington Capital Management
California
$124K – – –
HDIM
608
Hanson & Doremus Investment Management
Vermont
$124K – – –
PA
609
PSI Advisors
Florida
$123K +$128K +1,492 New
EWM
610
Evermay Wealth Management
Virginia
$120K – – –
T
611
TOBAM
France
$118K – – –
BFEC
612
Benjamin F. Edwards & Company
Missouri
$118K +$15.2K +177 +14%
OIA
613
Optimum Investment Advisors
Illinois
$115K -$37K -430 -23%
JCM
614
Jacobi Capital Management
Pennsylvania
$115K +$5.24K +61 +5%
AIM
615
Arcadia Investment Management
Michigan
$107K – – –
CA
616
Clearstead Advisors
Ohio
$105K -$4.38K -51 -4%
KFI
617
Key Financial Inc
Pennsylvania
$102K – – –
PCG
618
Private Capital Group
Connecticut
$100K +$7.99K +93 +8%
EW
619
Evoke Wealth
California
$98K – – –
MCM
620
MV Capital Management
Maryland
$97K +$3.69K +43 +4%
BFC
621
Bedel Financial Consulting
Indiana
$95K – – –
EL
622
EMFO LLC
Florida
$95K – – –
GEA
623
Glen Eagle Advisors
New Jersey
$86.7K +$86 +1 +0.1%
GRP
624
Global Retirement Partners
California
$85K -$27.5K -320 -24%
WIM
625
Westside Investment Management
California
$83.9K – – –