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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WIA
801
World Investment Advisors
California
$282K +$294K +2,236 New
PK
802
Pflug Koory
Nebraska
$279K
LAM
803
Longboard Asset Management
Arizona
$279K +$291K +2,215 New
WIC
804
Woodmont Investment Counsel
Tennessee
$279K +$10.6K +81 +4%
BFC
805
Blue Fin Capital
Rhode Island
$279K
AA
806
AlphaMark Advisors
Kentucky
$277K -$6.56K -50 -2%
SQA
807
Simon Quick Advisors
New Jersey
$277K +$29.5K +225 +11%
TWP
808
Triad Wealth Partners
Kansas
$275K +$286K +2,182 New
SWM
809
Shelton Wealth Management
Texas
$273K +$1.44K +11 +0.5%
CCA
810
Childress Capital Advisors
Texas
$271K +$9.98K +76 +4%
ODA
811
One Degree Advisors
California
$270K -$3.94K -30 -2%
BWFA
812
Baltimore-Washington Financial Advisors
Maryland
$269K
VCA
813
Verdence Capital Advisors
Maryland
$268K
OCM
814
Orion Capital Management
California
$267K -$13.1K -100 -5%
FAFN
815
First Affirmative Financial Network
Colorado
$267K +$36.8K +280 +15%
AAM
816
Aureus Asset Management
Massachusetts
$267K +$278K +2,116 New
MPWT
817
MassMutual Private Wealth & Trust
Connecticut
$266K +$16.1K +123 +6%
LSIA
818
LaSalle St. Investment Advisors
Illinois
$264K -$15.4K -117 -5%
NWM
819
Northcape Wealth Management
New York
$264K
MA
820
Mutual Advisors
Nebraska
$263K +$1.97K +15 +0.7%
EW
821
Evoke Wealth
California
$263K +$6.96K +53 +3%
PWPS
822
Pinnacle Wealth Planning Services
Ohio
$262K -$171K -1,306 -39%
GIA
823
Guyasuta Investment Advisors
Pennsylvania
$261K +$272K +2,074 New
RWM
824
Ritholtz Wealth Management
New York
$261K +$272K +2,072 New
QWP
825
Quotient Wealth Partners
Texas
$260K +$13.5K +103 +5%