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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
601
Cullen/Frost Bankers
Texas
$232K +$16.4K +200 +8%
LC
602
Lindbrook Capital
California
$231K +$60.9K +741 +36%
EWA
603
EP Wealth Advisors
California
$231K -$893K -10,857 -79%
BPFA
604
Barnes Pettey Financial Advisors
Mississippi
$230K
KWM
605
Kingsview Wealth Management
Oregon
$228K +$12.2K +148 +6%
HIC
606
Hartline Investment Corp
Illinois
$228K
KP
607
Keel Point
Alabama
$228K +$6K +73 +3%
CI
608
Conning Inc
Connecticut
$227K
BF
609
BOK Financial
Oklahoma
$226K -$4.44K -54 -2%
AIA
610
Armor Investment Advisors
North Carolina
$226K +$16.7K +203 +8%
STA
611
Summit Trail Advisors
New York
$225K +$11.6K +141 +5%
FIBT
612
First International Bank & Trust
North Dakota
$225K -$198K -2,402 -47%
HSA
613
HBK Sorce Advisory
Pennsylvania
$224K +$6.42K +78 +3%
ECM
614
Evergreen Capital Management
Washington
$222K +$18K +219 +9%
KFGK
615
Keystone Financial Group (Kentucky)
Kentucky
$220K
Koshinski Asset Management
616
Koshinski Asset Management
Illinois
$217K -$6.66K -81 -3%
MGIM
617
M&G Investment Management
United Kingdom
$217K
I
618
IMPACTfolio
Colorado
$217K
BL
619
Balentine LLC
Georgia
$214K +$1.23K +15 +0.6%
SIAG
620
Safeguard Investment Advisory Group
California
$213K +$1.65K +20 +0.8%
VF
621
Virtu Financial
New York
$213K +$214K +2,596 New
RFA
622
Register Financial Advisors
Georgia
$213K
WIM
623
Warwick Investment Management
Texas
$213K
HWM
624
Horizon Wealth Management
Illinois
$213K +$1.56K +19 +0.7%
RCAG
625
Rehmann Capital Advisory Group
Michigan
$209K -$33.3K -405 -14%