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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MIM
676
Macroview Investment Management
Maryland
$9K +$132 +2 +1%
CFS
677
Commonwealth Financial Services
West Virginia
$8K – – –
JWA
678
JFS Wealth Advisors
Pennsylvania
$8K – – –
OC
679
Oakworth Capital
Alabama
$8K – – –
EFSCE
680
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$2.32K -35 -24%
IIC
681
Integrated Investment Consultants
Michigan
$7K – – –
LWM
682
LBA Wealth Management
Florida
$7K – – –
MSFP
683
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
PSW
684
Portfolio Strategies (Washington)
Washington
$7K +$6.62K +100 New
IWA
685
IBEX Wealth Advisors
New Jersey
$7K +$6.69K +101 New
First Manhattan
686
First Manhattan
New York
$6K -$66.2K -1,000 -92%
RFM
687
Royal Fund Management
Florida
$6K +$6.29K +95 New
AW
688
Alpha Windward
Massachusetts
$5K – – –
ACM
689
Armbruster Capital Management
New York
$5K +$5.3K +80 New
QCG
690
Quadrant Capital Group
Ohio
$4K -$4.57K -69 -46%
FMP
691
Financial Management Professionals
Texas
$4K – – –
PCP
692
Proficio Capital Partners
Massachusetts
$3K -$994 -15 -25%
JIR
693
James Investment Research
Ohio
$3K – – –
NCM
694
New Capital Management
Texas
$3K +$3.31K +50 New
IF
695
Ironwood Financial
Arizona
$2K – – –
OFW
696
Omnia Family Wealth
Florida
$2K +$1.99K +30 New
PFGIA
697
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.99K +30 New
TFO
698
Tarbox Family Office
California
$1K – – –
WIM
699
Westside Investment Management
California
$996 +$994 +15 New
MIS
700
Morningstar Investment Services
Illinois
– -$63.7M -851,933 Closed