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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PFGIA
701
Patriot Financial Group Insurance Agency
Massachusetts
$29K -$5.16K -58 -14%
SCM
702
Silvant Capital Management
Georgia
$29K
Bank of Montreal
703
Bank of Montreal
Ontario, Canada
$28.9K -$9.18M -103,168 -23%
PSB
704
Piscataqua Savings Bank
New Hampshire
$28K
HWA
705
Heritage Wealth Advisors
Virginia
$27K
MA
706
MUFG Americas
New York
$27K
AAP
707
Arax Advisory Partners
Colorado
$27K +$1.16K +13 +4%
SFFS
708
Stonehage Fleming Financial Services
Jersey
$27K +$28.9K +325 New
JFA
709
JNBA Financial Advisors
Minnesota
$26K -$13.7K -154 -33%
BIA
710
Bell Investment Advisors
California
$26K +$28.4K +319 New
LFG
711
Larson Financial Group
Missouri
$25K
SAM
712
Strategic Asset Management
Minnesota
$25K
FBT
713
First Bank & Trust
South Dakota
$24K -$2.58K -29 -9%
APC
714
Aspire Private Capital
North Carolina
$24K +$178 +2 +0.7%
ZIG
715
Zullo Investment Group
Pennsylvania
$23K -$2.05K -23 -8%
BBHC
716
Brown Brothers Harriman & Co
New York
$23K +$7.83K +88 +45%
NICM
717
Neo Ivy Capital Management
New York
$22K +$24.1K +271 New
EARNEST Partners
718
EARNEST Partners
Georgia
$21K
BMD
719
Better Money Decisions
New Mexico
$21K +$22.3K +251 New
AIM
720
Anchor Investment Management
South Carolina
$20.6K -$4.45K -50 -17%
Lazard Asset Management
721
Lazard Asset Management
New York
$20K -$151K -1,697 -87%
NL
722
NVWM LLC
Pennsylvania
$20K
WAS
723
Winch Advisory Services
Wisconsin
$20K +$178 +2 +0.8%
SIC
724
Salem Investment Counselors
North Carolina
$19K -$356K -4,000 -95%
MSFP
725
Mark Sheptoff Financial Planning
Connecticut
$19K