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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
ECM
701
Estabrook Capital Management
New York
$10.9K – – –
EARNEST Partners
702
EARNEST Partners
Georgia
$10K – – –
FCAG
703
First Capital Advisors Group
New Jersey
$10K +$10.5K +186 New
PCP
704
Proficio Capital Partners
Massachusetts
$9K +$3.78K +67 +68%
IIC
705
Integrated Investment Consultants
Michigan
$9K +$9.48K +168 New
CCM
706
Cribstone Capital Management
Maine
$8K -$960 -17 -11%
SWMG
707
Signature Wealth Management Group
Georgia
$8K – – –
SFM
708
Signet Financial Management
New Jersey
$8K +$8.3K +147 New
MRCM
709
M&R Capital Management
New Jersey
$7K – – –
EFSCE
710
Enterprise Financial Services Corp (EFSC)
Missouri
$7K +$1.75K +31 +32%
JA
711
JOYN Advisors
Georgia
$7K +$7K +124 New
MPWT
712
MassMutual Private Wealth & Trust
Connecticut
$6.15K +$4.12K +73 +183%
PFSC
713
Peoples Financial Services Corp
Pennsylvania
$6K – – –
MSFP
714
Mark Sheptoff Financial Planning
Connecticut
$5K – – –
LF
715
Lee Financial
Texas
$5K +$4.69K +83 New
BFC
716
Bedel Financial Consulting
Indiana
$5K +$4.91K +87 New
IFAM
717
Institutional & Family Asset Management
Colorado
$5K +$4.97K +88 New
NIM
718
NuWave Investment Management
New Jersey
$4K -$427K -7,565 -99%
MYIA
719
Mount Yale Investment Advisors
Colorado
$4K +$4.46K +79 New
AC
720
Avestar Capital
New York
$3K -$7.74K -137 -53%
FMP
721
Financial Management Professionals
Texas
$3K – – –
FRA
722
Front Row Advisors
California
$3K – – –
NCM
723
New Capital Management
Texas
$3K – – –
MIM
724
Macroview Investment Management
Maryland
$3K +$56 +1 +2%
OFW
725
Omnia Family Wealth
Florida
$3K +$3.33K +59 New