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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
LWM
651
LBA Wealth Management
Florida
$8K – – –
MSFP
652
Mark Sheptoff Financial Planning
Connecticut
$8K – – –
TCOV
653
Trust Company of Vermont
Vermont
$8K – – –
QCG
654
Quadrant Capital Group
Ohio
$7K +$4.9K +69 +86%
S
655
SignatureFD
Georgia
$6K +$3.05K +43 +126%
Loomis, Sayles & Company
656
Loomis, Sayles & Company
Massachusetts
$6K +$5.18K +73 New
AW
657
Alpha Windward
Massachusetts
$6K +$5.33K +75 New
ACM
658
Armbruster Capital Management
New York
$6K +$5.68K +80 New
PCP
659
Proficio Capital Partners
Massachusetts
$5K -$1.35K -19 -24%
RWG
660
Regal Wealth Group
California
$5K +$4.26K +60 New
PSUF
661
People's United Financial
Connecticut
$4K – – –
JIR
662
James Investment Research
Ohio
$4K +$3.34K +47 New
AWMS
663
Advocacy Wealth Management Services
Georgia
$4K +$4.12K +58 New
FMP
664
Financial Management Professionals
Texas
$4K +$4.54K +64 New
IF
665
Ironwood Financial
Arizona
$3K – – –
HCM
666
Herndon Capital Management
Georgia
$3K +$2.34K +33 New
VCM
667
Vigilant Capital Management
Maine
$3K +$2.63K +37 New
TFO
668
Tarbox Family Office
California
$2K – – –
PRS
669
Pinkerton Retirement Specialists
Idaho
$2K +$1.56K +22 New
DSN
670
D. Scott Neal
Kentucky
$1K – – –
SFG
671
SevenBridge Financial Group
Pennsylvania
$1K +$1.21K +17 New
PIA
672
Piedmont Investment Advisors
North Carolina
$152 +$142 +2 New
GA
673
GRS Advisors
Illinois
– -$17.7M -255,700 Closed
HEIP
674
Hudson Edge Investment Partners
New Jersey
– -$14.7M -212,190 Closed
ESCM
675
Echo Street Capital Management
New York
– -$13.9M -200,534 Closed