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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
RIM
626
Ranger International Management
Illinois
$55K – – –
Carson Wealth (CWM LLC)
627
Carson Wealth (CWM LLC)
Nebraska
$54K +$17.2K +260 +47%
MCM
628
Manchester Capital Management
Vermont
$50K – – –
ZB
629
Zions Bancorporation
Utah
$47K +$5.7K +86 +14%
PA
630
Parallel Advisors
California
$45K +$44.4K +671 New
WA
631
Winfield Associates
Ohio
$42K -$66 -1 -0.2%
BCI
632
Brinker Capital Investments
Pennsylvania
$42K – – –
KF
633
Krilogy Financial
Missouri
$40K -$28.3K -427 -42%
MBT
634
Montecito Bank & Trust
California
$35K +$34.4K +520 New
HCM
635
Highlander Capital Management
New Jersey
$33K – – –
NSIM
636
North Star Investment Management
Illinois
$33K – – –
AIM
637
Acrospire Investment Management
Illinois
$33K +$33.1K +500 New
JFA
638
JNBA Financial Advisors
Minnesota
$32K -$42.9K -648 -57%
CAL
639
Capital Advisors Ltd
Ohio
$32K – – –
MCM
640
MV Capital Management
Maryland
$31K – – –
BC
641
Bartlett & Co
Ohio
$31K +$265 +4 +0.9%
TCM
642
Tradewinds Capital Management
Washington
$30K -$33.8K -510 Closed
CLOS
643
Compagnie Lombard Odier SCmA
Switzerland
$29K -$108K -1,630 -79%
VFA
644
Virtus Fund Advisers
Connecticut
$28K – – –
PFS
645
Physicians Financial Services
North Carolina
$27K – – –
BIG
646
Bellwether Investment Group
Tennessee
$27K +$26.3K +397 New
SIM
647
Sonora Investment Management
Arizona
$26.8K – – –
WPA
648
West Paces Advisors
Georgia
$25.8K +$25.6K +386 New
SWA
649
Sutton Wealth Advisors
Florida
$25.6K -$19.7K -297 -44%
SBL
650
Sargent Bickham Lagudis
Colorado
$24K -$27.7K -418 -53%