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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PS
751
Planned Solutions
California
$295K – – –
TAM
752
Titleist Asset Management
Texas
$295K – – –
MAM
753
Mystic Asset Management
Rhode Island
$290K – – –
CFG
754
Carr Financial Group
Massachusetts
$290K +$1.28K +11 +0.5%
LAM
755
L2 Asset Management
Massachusetts
$289K +$8.87K +76 +3%
MIM
756
MTM Investment Management
South Carolina
$289K – – –
AA
757
AlphaMark Advisors
Kentucky
$288K +$263K +2,250 New
WWM
758
Western Wealth Management
Colorado
$287K +$25.2K +216 +11%
OCM
759
Orion Capital Management
California
$284K – – –
PK
760
Pflug Koory
Nebraska
$284K +$258K +2,215 New
LSIA
761
LaSalle St. Investment Advisors
Illinois
$283K -$2.22K -19 -0.8%
BFC
762
Blue Fin Capital
Rhode Island
$283K – – –
TSMHT
763
Thurston Springer Miller Herd & Titak
Indiana
$279K +$8.4K +72 +3%
EWA
764
EverSource Wealth Advisors
Alabama
$278K +$40.5K +347 +19%
WIM
765
Warwick Investment Management
Texas
$276K +$2.22K +19 +0.9%
SWM
766
Shelton Wealth Management
Texas
$276K +$1.4K +12 +0.6%
Bank Julius Baer & Co
767
Bank Julius Baer & Co
Switzerland
$275K -$89.5K -767 -27%
CIM
768
Contravisory Investment Management
Massachusetts
$274K -$350 -3 -0.1%
BWFA
769
Baltimore-Washington Financial Advisors
Maryland
$274K -$2.33K -20 -0.9%
WIC
770
Woodmont Investment Counsel
Tennessee
$273K +$249K +2,132 New
TFIPS
771
Towarzystwo Funduszy Inwestycyjnych PZU SA
$273K +$50.2K +430 +25%
VCA
772
Verdence Capital Advisors
Maryland
$272K +$583 +5 +0.2%
AIA
773
Alera Investment Advisors
Illinois
$272K +$247K +2,121 New
CWM
774
C2C Wealth Management
Arizona
$270K – – –
SFG
775
SNS Financial Group
Minnesota
$270K – – –