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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
LSPW
801
Lake Street Private Wealth
Illinois
$639K +$560 +3 +0.1%
MFIM
802
Mesirow Financial Investment Management
Illinois
$639K -$15.9K -85 -2%
LC
803
LCNB Corp
Ohio
$630K -$32.5K -174 -5%
HAG
804
HF Advisory Group
Maryland
$629K -$56.4K -302 -8%
FMI
805
Frec Markets Inc
California
$627K +$630K +3,375 New
Koshinski Asset Management
806
Koshinski Asset Management
Illinois
$626K +$84.4K +452 +15%
PWW
807
Pettyjohn Wood & White
Virginia
$626K +$32.5K +174 +5%
UFF
808
USA Financial Formulas
Michigan
$625K +$629K +3,366 New
ASN
809
Advisory Services Network
Georgia
$624K +$181K +968 +40%
HKIMG
810
Hutchens & Kramer Investment Management Group
Indiana
$611K -$28.9K -155 -4%
ITG
811
Index Technologies Group
New York
$611K +$615K +3,294 New
SCM
812
Shelton Capital Management
Colorado
$608K
PWMG
813
Pinnacle Wealth Management Group
Michigan
$608K -$7.84K -42 -1%
SOS
814
Silver Oak Securities
Tennessee
$604K +$90K +482 +18%
SWA
815
SFMG Wealth Advisors
Texas
$604K -$14K -75 -2%
BHA
816
Beech Hill Advisors
New York
$603K
SPC
817
Spirepoint Private Client
Florida
$600K +$70.4K +377 +13%
GS
818
GWN Securities
Florida
$596K +$99K +530 +20%
OWP
819
Obermeyer Wealth Partners
Colorado
$595K -$11.4K -61 -2%
TPCW
820
TD Private Client Wealth
New York
$592K +$2.8K +15 +0.5%
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$589K +$29.1K +156 +5%
KFGK
822
Keystone Financial Group (Kentucky)
Kentucky
$587K +$47.6K +255 +9%
WIM
823
Warwick Investment Management
Texas
$586K +$71.9K +385 +14%
HI
824
Hendershot Investments
Virginia
$580K -$22.4K -120 -4%
MFWP
825
Mosaic Family Wealth Partners
Missouri
$578K -$560 -3 -0.1%