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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AF
701
Advisornet Financial
Minnesota
$30K +$31.5K +470 New
SIS
702
Sound Income Strategies
Florida
$29K +$35.5K +529 New
VFA
703
Virtus Fund Advisers
Connecticut
$27K – – –
ClearBridge Investments
704
ClearBridge Investments
New York
$26K -$738 -11 -3%
GBBWRPM
705
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$26K – – –
MCM
706
MV Capital Management
Maryland
$26K – – –
AIM
707
Anchor Investment Management
South Carolina
$25.5K +$13.4K +200 +100%
FMTCOCP
708
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$25.2K +$11.4K +170 +76%
CAW
709
Cornerstone Advisors (Washington)
Washington
$24K -$336 -5 -1%
SBL
710
Sargent Bickham Lagudis
Colorado
$24K – – –
SWA
711
Sutton Wealth Advisors
Florida
$23.9K -$470 -7 -2%
KA
712
Kaizen Advisory
Illinois
$23K +$24K +357 New
CHP
713
Cable Hill Partners
Oregon
$21K -$179K -2,663 -89%
ST
714
Sageworth Trust
Pennsylvania
$21K +$2.48K +37 +12%
PWM
715
Paulson Wealth Management
Illinois
$20K +$20.8K +310 New
WPA
716
West Paces Advisors
Georgia
$19.4K -$1.95K -29 -9%
KF
717
Krilogy Financial
Missouri
$19K -$20.1K -300 -50%
GT
718
Greenleaf Trust
Michigan
$19K -$1.48K -22 -7%
CBT
719
Capital Bank & Trust
California
$19K – – –
LC
720
Landaas & Company
Wisconsin
$19K – – –
AAP
721
Arax Advisory Partners
Colorado
$18K -$11.7K -175 -38%
TFO
722
Tarbox Family Office
California
$18K -$1.48K -22 -7%
FPFS
723
First Personal Financial Services
North Carolina
$18K – – –
WAS
724
Winch Advisory Services
Wisconsin
$18K +$201 +3 +1%
VCM
725
Versant Capital Management
Arizona
$18K +$19.5K +290 New