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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
601
Wharton Business Group
Pennsylvania
$246K
HH
602
Hilltop Holdings
Texas
$243K -$38.3K -441 -15%
SVWAG
603
Sound View Wealth Advisors Group
Georgia
$242K
WWM
604
Western Wealth Management
Colorado
$241K +$218K +2,505 New
FT
605
Fiduciary Trust
Massachusetts
$240K +$217K +2,495 New
WKWM
606
Walter & Keenan Wealth Management
Indiana
$239K
AC
607
AlphaCore Capital
California
$239K +$216K +2,485 New
FNBT
608
FineMark National Bank & Trust
Florida
$238K
HWM
609
Horizon Wealth Management
Illinois
$238K +$1.48K +17 +0.7%
FNBOMD
610
First National Bank of Mount Dora
Florida
$236K
TSS
611
Two Sigma Securities
New York
$236K +$213K +2,458 New
PMA
612
Prudent Man Advisors
Illinois
$234K -$2K -23 -0.9%
SIA
613
Schechter Investment Advisors
Michigan
$232K +$210K +2,413 New
VAS
614
Vestmark Advisory Solutions
Massachusetts
$231K -$1.73M -19,863 -89%
CSIC
615
Clifford Swan Investment Counsel
California
$231K -$2K -23 -0.9%
HC
616
HNP Capital
New York
$231K
PWPS
617
Pinnacle Wealth Planning Services
Ohio
$230K +$207K +2,388 New
NFG
618
Nations Financial Group
Iowa
$229K -$7.64K -88 -4%
JWCA
619
J.W. Cole Advisors
Florida
$229K
BFC
620
Blue Fin Capital
Rhode Island
$228K
KCPG
621
Kavar Capital Partners Group
Kansas
$228K
HI
622
Hudock Inc
Pennsylvania
$228K +$521 +6 +0.3%
MIM
623
MTM Investment Management
South Carolina
$226K
VRM
624
Vectors Research Management
New York
$224K -$6.51K -75 -3%
JSC
625
Jackson Square Capital
California
$224K