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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PS
726
Portfolio Solutions
Michigan
$17K – – –
RFS
727
Rockefeller Financial Services
New York
$17K – – –
FGC
728
Financial Gravity Companies
Texas
$17K +$18.9K +281 New
SFG
729
SevenBridge Financial Group
Pennsylvania
$16K – – –
GTAM
730
Global Trust Asset Management
Florida
$16K +$16.8K +250 New
BWM
731
Baystate Wealth Management
Massachusetts
$15K – – –
TIM
732
Tortoise Investment Management
New York
$15K – – –
TL
733
TrueWealth LLC
Georgia
$15K – – –
MFBTD
734
MB Financial Bank - Trust Department
Illinois
$15K +$15.3K +228 New
THWM
735
Taylor Hoffman Wealth Management
Virginia
$15K +$16K +239 New
LA
736
Legacy Advisors
Pennsylvania
$14K -$8.79K -131 -36%
GAM
737
Gemmer Asset Management
California
$14K -$4.16K -62 -22%
AC
738
Avestar Capital
New York
$14K +$17.3K +258 New
FPS
739
Fieldpoint Private Securities
Connecticut
$13K -$39.5K -588 -74%
QCG
740
Quadrant Capital Group
Ohio
$13K -$12.3K -184 -42%
JCM
741
Jacobi Capital Management
Pennsylvania
$13K – – –
LFA
742
Legacy Financial Advisors
Kentucky
$13K +$14.4K +214 New
ECM
743
Estabrook Capital Management
New York
$12.8K – – –
HFP
744
Holistic Financial Partners
Indiana
$12K – – –
VIA
745
Vantage Investment Advisors
Pennsylvania
$12K – – –
POIA
746
Pin Oak Investment Advisors
Texas
$12K +$12.3K +183 New
EARNEST Partners
747
EARNEST Partners
Georgia
$12K +$12.8K +191 New
SWMG
748
Signature Wealth Management Group
Georgia
$10K +$10K +149 New
CCM
749
Cribstone Capital Management
Maine
$10K +$10.4K +155 New
FFG
750
Ford Financial Group
California
$9K +$10.5K +156 New