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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
RSA
776
River Street Advisors
Illinois
$928K +$2.96K +14 +0.3%
BFG
777
Beto Financial Group
Idaho
$918K +$5.71K +27 +0.7%
BHC
778
Bull Harbor Capital
Maryland
$917K +$2.33K +11 +0.3%
LAM
779
L2 Asset Management
Massachusetts
$916K +$69.3K +328 +9%
CIM
780
Cambria Investment Management
California
$915K +$165K +779 +24%
MWM
781
Manske Wealth Management
Texas
$914K – – –
CIS
782
Custom Index Systems
New York
$908K -$56.4K -267 -6%
LI
783
LRI Investments
Florida
$907K -$47.6K -225 -5%
HSA
784
HBK Sorce Advisory
Pennsylvania
$907K +$18.4K +87 +2%
TCWA
785
Turtle Creek Wealth Advisors
Texas
$903K -$12.7K -60 -1%
CFA
786
Churchill Financial Advisors
Kentucky
$901K – – –
Los Angeles Capital Management
787
Los Angeles Capital Management
California
$890K -$2.09M -9,901 -72%
CMMS
788
Comprehensive Money Management Services
Florida
$890K – – –
GFA
789
Gallagher Fiduciary Advisors
Illinois
$881K -$21.1K -100 -3%
GT
790
Glenview Trust
Kentucky
$880K -$5.29K -25 -0.6%
SEP
791
Southland Equity Partners
Missouri
$874K +$1.9K +9 +0.2%
TPCW
792
TD Private Client Wealth
New York
$868K -$2.33K -11 -0.3%
GVAG
793
Great Valley Advisor Group
Delaware
$865K +$3.38K +16 +0.4%
1WA
794
180 Wealth Advisors
Washington
$851K -$29.8K -141 -4%
DA
795
Drake & Associates
Wisconsin
$849K -$733K -3,465 -48%
DCM
796
Driehaus Capital Management
Illinois
$848K – – –
MAS
797
Madden Advisory Services
Florida
$838K -$24.7K -117 -3%
CSC
798
Caldwell Sutter Capital
California
$838K -$68.1K -322 -8%
RCAG
799
Rehmann Capital Advisory Group
Michigan
$836K +$8.24K +39 +1%
FWP
800
Family Wealth Partners
North Carolina
$835K +$10.1K +48 +1%