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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
626
Monroe Bank & Trust
Michigan
$218K +$211K +2,808 New
BBNA
627
Bremer Bank National Association
Minnesota
$217K +$219K +2,923 New
EWF
628
Epstein & White Financial
California
$216K -$29.6K -395 -12%
CFA
629
Carroll Financial Associates
North Carolina
$216K -$2.85K -38 -1%
WIC
630
Woodmont Investment Counsel
Tennessee
$216K +$209K +2,788 New
BCI
631
Brinker Capital Investments
Pennsylvania
$214K +$156K +2,086 +312%
FHA
632
Flagship Harbor Advisors
Massachusetts
$210K +$150 +2 +0.1%
Lazard Asset Management
633
Lazard Asset Management
New York
$209K
OIA
634
Optimum Investment Advisors
Illinois
$209K
CA
635
Claro Advisors
Massachusetts
$209K +$13.2K +176 +7%
AIM
636
Axiom Investment Management
New York
$208K -$382K -5,089 -65%
BRWA
637
B. Riley Wealth Advisors
Florida
$208K -$130K -1,737 -40%
FRM
638
Fox Run Management
Connecticut
$205K +$198K +2,640 New
WF
639
Welch & Forbes
Massachusetts
$205K +$198K +2,640 New
KWM
640
Kingsview Wealth Management
Oregon
$204K +$197K +2,625 New
GWMIA
641
Global Wealth Management Investment Advisory
Florida
$202K -$272K -3,621 -58%
LIM
642
Leavell Investment Management
Alabama
$202K +$195K +2,597 New
CPIA
643
Cornell Pochily Investment Advisors
New York
$201K +$23.4K +312 +5%
BBHC
644
Brown Brothers Harriman & Co
New York
$200K +$193K +2,579 New
Carson Wealth (CWM LLC)
645
Carson Wealth (CWM LLC)
Nebraska
$197K +$119K +1,588 +204%
SWP
646
Strategic Wealth Partners
Ohio
$193K -$44.3K -591 -19%
OWD
647
Osborn Williams & Donohoe
Ohio
$178K +$174K +2,325 New
M
648
MOTCO
Texas
$177K -$18.3K -244 -10%
CFD
649
Creative Financial Designs
Indiana
$174K +$146K +1,951 +675%
LWM
650
Liberty Wealth Management
California
$167K +$3.53K +47 +2%