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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PGA
726
Premia Global Advisors
Florida
$3K +$4.12K +73 New
FCB
727
First Command Bank
Texas
$2.29K – – –
PW
728
Price Wealth
Texas
$2K -$5.53K -98 -74%
AWM
729
Avior Wealth Management
Nebraska
$2K – – –
FCFS
730
First Command Financial Services
Texas
$2K – – –
IF
731
Ironwood Financial
Arizona
$2K – – –
TFA
732
Transamerica Financial Advisors
Florida
$2K +$113 +2 +9%
FPFS
733
First Personal Financial Services
North Carolina
$2K +$339 +6 New
PFGIA
734
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$621 +11 +37%
WWMSC
735
Wagner Wealth Management (South Carolina)
South Carolina
$1K -$15.6K -276 -92%
TFO
736
Tarbox Family Office
California
$1K -$14.6K -258 -91%
LFA
737
Legacy Financial Advisors
Kentucky
$1K -$10.7K -189 -88%
BBHC
738
Brown Brothers Harriman & Co
New York
$1K -$2.48K -44 -68%
GWS
739
Glassman Wealth Services
Virginia
$1K -$903 -16 -48%
OFS
740
Orrstown Financial Services
Pennsylvania
$1K – – –
AIS
741
Accurate Investment Solutions
Pennsylvania
$1K +$56 +1 +5%
ACM
742
Aviance Capital Management
Florida
$1K +$1.3K +23 New
MCM
743
Manchester Capital Management
Vermont
$1K +$1.35K +24 New
WIM
744
Westside Investment Management
California
$809 – – –
SCM
745
Stevens Capital Management
Pennsylvania
– -$10.3M -162,206 Closed
Balyasny Asset Management
746
Balyasny Asset Management
Illinois
– -$9.93M -155,630 Closed
JG
747
Jefferies Group
New York
– -$8.37M -131,174 Closed
HCM
748
Highbridge Capital Management
New York
– -$6.42M -100,723 Closed
MPM
749
Meritage Portfolio Management
Kansas
– -$5.11M -80,200 Closed
Connor, Clark & Lunn Investment Management (CC&L)
750
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.28M -51,400 Closed