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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
851
Aureus Asset Management
Massachusetts
$324K
LSIA
852
LaSalle St. Investment Advisors
Illinois
$324K +$2.42K +17 +0.8%
GAG
853
GM Advisory Group
New York
$322K +$14.2K +100 +5%
SFA
854
Souders Financial Advisors
Ohio
$321K +$299K +2,097 New
TSMHT
855
Thurston Springer Miller Herd & Titak
Indiana
$320K +$89.5K +628 +43%
AWM
856
AE Wealth Management
Kansas
$319K +$21.5K +151 +8%
YIA
857
YHB Investment Advisors
Connecticut
$319K +$296K +2,079 New
NWM
858
Northcape Wealth Management
New York
$318K -$2.28K -16 -0.8%
GIA
859
Guyasuta Investment Advisors
Pennsylvania
$318K
WIC
860
Woodmont Investment Counsel
Tennessee
$317K -$20.2K -142 -6%
SPA
861
Sherbrooke Park Advisers
New York
$315K +$293K +2,059 New
CWM
862
Congress Wealth Management
Massachusetts
$315K +$293K +2,059 New
WA
863
Wealth Alliance
New York
$314K +$22.7K +159 +8%
FWM
864
Focused Wealth Management
New York
$313K +$291K +2,043 New
FTUS
865
Flow Traders U.S.
New York
$310K -$46.3K -325 -14%
PSFG
866
Park Square Financial Group
Georgia
$310K +$274K +1,925 +1,964%
WIM
867
Warwick Investment Management
Texas
$307K +$286K +2,005 New
CWM
868
C2C Wealth Management
Arizona
$306K
SFG
869
SNS Financial Group
Minnesota
$306K
M
870
MOTCO
Texas
$306K +$4.99K +35 +2%
EAM
871
Evanson Asset Management
California
$305K -$255K -1,792 -47%
CFG
872
Carr Financial Group
Massachusetts
$303K -$41.6K -292 -13%
CIBC Private Wealth Group
873
CIBC Private Wealth Group
Georgia
$303K -$3.56K -25 -1%
BCCM
874
Bridge Creek Capital Management
Massachusetts
$299K
CC
875
Commons Capital
Massachusetts
$297K +$570 +4 +0.2%