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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BFP
726
Beacon Financial Planning
Massachusetts
$242K +$227K +2,321 New
SDWMA
727
Schneider Downs Wealth Management Advisors
Pennsylvania
$241K – – –
PS
728
Planned Solutions
California
$241K – – –
TAM
729
Titleist Asset Management
Texas
$240K +$1.37K +14 +0.6%
AC
730
Avestar Capital
New York
$240K +$226K +2,304 New
MIM
731
MTM Investment Management
South Carolina
$240K – – –
MA
732
Mutual Advisors
Nebraska
$240K -$26.4K -269 -11%
RCAG
733
Rehmann Capital Advisory Group
Michigan
$238K -$2.74K -28 -1%
MAM
734
Mystic Asset Management
Rhode Island
$236K – – –
NC
735
NBW Capital
Massachusetts
$235K -$32.8K -335 -13%
SIM
736
Sentry Investment Management
Wisconsin
$235K -$45.3K -462 -17%
CFG
737
Carr Financial Group
Massachusetts
$235K +$221K +2,251 New
LSIA
738
LaSalle St. Investment Advisors
Illinois
$233K +$219K +2,236 New
M
739
MOTCO
Texas
$233K +$31.4K +320 +17%
OCM
740
Orion Capital Management
California
$231K -$78.4K -800 -26%
BFC
741
Blue Fin Capital
Rhode Island
$230K – – –
CFB
742
Cullen/Frost Bankers
Texas
$229K -$4.51K -46 -2%
SF
743
Synovus Financial
Georgia
$229K +$4.02K +41 +2%
WANY
744
Wealthspire Advisors (New York)
New York
$228K +$214K +2,186 New
LAM
745
L2 Asset Management
Massachusetts
$227K +$214K +2,182 New
SVWAG
746
Sound View Wealth Advisors Group
Georgia
$227K -$19.6K -200 -8%
AssetMark Inc
747
AssetMark Inc
California
$226K +$30.6K +312 +17%
BWFA
748
Baltimore-Washington Financial Advisors
Maryland
$225K – – –
CIM
749
Contravisory Investment Management
Massachusetts
$223K +$210K +2,143 New
SWM
750
Shelton Wealth Management
Texas
$223K +$210K +2,141 New