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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PS
601
Principal Securities
Iowa
$387K +$11.5K +127 +3%
PWW
602
Pettyjohn Wood & White
Virginia
$385K -$6.79K -75 -2%
LF
603
LifePlan Financial
Minnesota
$385K -$16.3K -180 -4%
Bessemer Group
604
Bessemer Group
New Jersey
$384K +$69.2K +764 +23%
DWT
605
Dorsey & Whitney Trust
South Dakota
$384K +$2.44K +27 +0.7%
PCS
606
Personal CFO Solutions
New Jersey
$372K -$5.43K -60 -1%
LC
607
LCNB Corp
Ohio
$371K -$4.53K -50 -1%
CFCI
608
Comprehensive Financial Consultants Institutional
Indiana
$370K – – –
FPAS
609
Focus Partners Advisor Solutions
Missouri
$370K -$10.8K -119 -3%
DT
610
Diversified Trust
Tennessee
$370K -$159K -1,761 -31%
LSAG
611
Lake Street Advisors Group
New Hampshire
$368K +$8.06K +89 +2%
LFA
612
Livelsberger Financial Advisory
Ohio
$364K -$13.7K -151 -4%
CHA
613
Carmichael Hill & Associates
Maryland
$363K – – –
Bank Julius Baer & Co
614
Bank Julius Baer & Co
Switzerland
$363K -$172K -1,898 -33%
BP
615
BBR Partners
New York
$361K +$350K +3,864 New
WDA
616
Wendell David Associates
New Hampshire
$360K – – –
CIP
617
Convergence Investment Partners
Florida
$359K +$102K +1,127 +42%
FLPIM
618
F.L. Putnam Investment Management
Massachusetts
$354K +$1.45K +16 +0.4%
EAM
619
Evanson Asset Management
California
$351K +$996 +11 +0.3%
DAS
620
Dynamic Advisor Solutions
Arizona
$347K +$9.6K +106 +3%
HI
621
Harbour Investments
Wisconsin
$346K +$50.9K +562 +18%
MC
622
Moors & Cabot
Massachusetts
$345K -$6.79K -75 -2%
WT
623
Whittier Trust
California
$342K -$181 -2 -0.1%
LSPW
624
Lake Street Private Wealth
Illinois
$337K -$2.44K -27 -0.7%
VFA
625
Valeo Financial Advisors
Indiana
$337K -$1.27K -14 -0.4%