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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BCA
676
Bay Colony Advisors
Massachusetts
$15K +$13.2K +237 New
WPW
677
Winthrop Partners - WNY
New York
$14.1K +$2.79K +50 +29%
LA
678
Legacy Advisors
Pennsylvania
$14K – – –
MFBTD
679
MB Financial Bank - Trust Department
Illinois
$14K – – –
IAS
680
IMA Advisory Services
Colorado
$14K +$12.1K +217 New
FMB
681
Field & Main Bank
Kentucky
$13K -$55.7K -1,000 -83%
JCM
682
Jacobi Capital Management
Pennsylvania
$13K – – –
POIA
683
Pin Oak Investment Advisors
Texas
$13K – – –
SIM
684
Sonora Investment Management
Arizona
$13K – – –
DWM
685
Destination Wealth Management
California
$13K +$11.1K +200 New
ECM
686
Estabrook Capital Management
New York
$12.5K – – –
EARNEST Partners
687
EARNEST Partners
Georgia
$12K – – –
VIA
688
Vantage Investment Advisors
Pennsylvania
$12K – – –
PCP
689
Proficio Capital Partners
Massachusetts
$12K +$1.06K +19 +11%
LWA
690
Lenox Wealth Advisors
New York
$12K +$10.9K +195 New
AF
691
Allworth Financial
California
$11K +$9.86K +177 New
MA
692
MUFG Americas
New York
$11K +$10.2K +183 New
PFPT
693
Pinnacle Financial Partners (Tennessee)
Tennessee
$10K -$2.9K -52 -25%
BL
694
Balentine LLC
Georgia
$10K +$9.25K +166 New
MPWT
695
MassMutual Private Wealth & Trust
Connecticut
$9.47K +$2.12K +38 +34%
CCM
696
Cribstone Capital Management
Maine
$9K – – –
SWMG
697
Signature Wealth Management Group
Georgia
$9K – – –
SFM
698
Signet Financial Management
New Jersey
$9K – – –
CIA
699
CSat Investment Advisory
Michigan
$9K +$7.69K +138 New
MRCM
700
M&R Capital Management
New Jersey
$8K – – –