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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PS
726
Planned Solutions
California
$241K
TAM
727
Titleist Asset Management
Texas
$240K +$1.37K +14 +0.6%
AC
728
Avestar Capital
New York
$240K +$226K +2,304 New
MIM
729
MTM Investment Management
South Carolina
$240K
MA
730
Mutual Advisors
Nebraska
$240K -$26.4K -269 -11%
RCAG
731
Rehmann Capital Advisory Group
Michigan
$238K -$2.74K -28 -1%
MAM
732
Mystic Asset Management
Rhode Island
$236K
NC
733
NBW Capital
Massachusetts
$235K -$32.8K -335 -13%
SIM
734
Sentry Investment Management
Wisconsin
$235K -$45.3K -462 -17%
CFG
735
Carr Financial Group
Massachusetts
$235K +$221K +2,251 New
LSIA
736
LaSalle St. Investment Advisors
Illinois
$233K +$219K +2,236 New
M
737
MOTCO
Texas
$233K +$31.4K +320 +17%
OCM
738
Orion Capital Management
California
$231K -$78.4K -800 -26%
BFC
739
Blue Fin Capital
Rhode Island
$230K
CFB
740
Cullen/Frost Bankers
Texas
$229K -$4.51K -46 -2%
SF
741
Synovus Financial
Georgia
$229K +$4.02K +41 +2%
WANY
742
Wealthspire Advisors (New York)
New York
$228K +$214K +2,186 New
LAM
743
L2 Asset Management
Massachusetts
$227K +$214K +2,182 New
SVWAG
744
Sound View Wealth Advisors Group
Georgia
$227K -$19.6K -200 -8%
AssetMark Inc
745
AssetMark Inc
California
$226K +$30.6K +312 +17%
BWFA
746
Baltimore-Washington Financial Advisors
Maryland
$225K
CIM
747
Contravisory Investment Management
Massachusetts
$223K +$210K +2,143 New
SWM
748
Shelton Wealth Management
Texas
$223K +$210K +2,141 New
WIM
749
Warwick Investment Management
Texas
$223K -$49.9K -509 -19%
VCA
750
Verdence Capital Advisors
Maryland
$221K +$208K +2,120 New