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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
ClearBridge Investments
651
ClearBridge Investments
New York
$26K
MCM
652
MV Capital Management
Maryland
$26K
JCM
653
Jacobi Capital Management
Pennsylvania
$26K +$12.9K +200 +100%
KF
654
Krilogy Financial
Missouri
$26K +$25.8K +400 New
WAS
655
Winch Advisory Services
Wisconsin
$24K +$5.17K +80 +28%
GEA
656
Glen Eagle Advisors
New Jersey
$23.6K +$65 +1 +0.3%
SMFS
657
Squar Milner Financial Services
California
$23K
WSTAM
658
Wilbanks Smith & Thomas Asset Management
Virginia
$23K +$23.2K +359 New
WPA
659
West Paces Advisors
Georgia
$19.6K
IDBONY
660
Israel Discount Bank of New York
New York
$19K -$58.1K -900 -75%
AIM
661
Advantage Investment Management
Iowa
$19K
CFD
662
Creative Financial Designs
Indiana
$19K
AAP
663
Arax Advisory Partners
Colorado
$18K -$51K -789 -74%
CIM
664
Centersquare Investment Management
Pennsylvania
$17K +$16.9K +262 New
BWA
665
BDO Wealth Advisors
Florida
$16K
SFG
666
SevenBridge Financial Group
Pennsylvania
$16K
FMB
667
Field & Main Bank
Kentucky
$16K +$3.23K +50 +25%
MA
668
MUFG Americas
New York
$16K +$4.33K +67 +37%
MFBTD
669
MB Financial Bank - Trust Department
Illinois
$15K
SSB
670
Sandy Spring Bank
Maryland
$15K
THWM
671
Taylor Hoffman Wealth Management
Virginia
$15K
WPW
672
Winthrop Partners - WNY
New York
$14.5K
PMFA
673
Plante Moran Financial Advisors
Michigan
$14K -$3.55K -55 -20%
POIA
674
Pin Oak Investment Advisors
Texas
$14K +$129 +2 +1%
RMAM
675
Raab & Moskowitz Asset Management
New Jersey
$14K +$14.6K +226 New