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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
EW
851
Evoke Wealth
California
$326K +$5.27K +37 +2%
AAM
852
Aureus Asset Management
Massachusetts
$324K – – –
LSIA
853
LaSalle St. Investment Advisors
Illinois
$324K +$2.42K +17 +0.8%
GAG
854
GM Advisory Group
New York
$322K +$14.2K +100 +5%
SFA
855
Souders Financial Advisors
Ohio
$321K +$299K +2,097 New
TSMHT
856
Thurston Springer Miller Herd & Titak
Indiana
$320K +$89.5K +628 +43%
AWM
857
AE Wealth Management
Kansas
$319K +$21.5K +151 +8%
YIA
858
YHB Investment Advisors
Connecticut
$319K +$296K +2,079 New
NWM
859
Northcape Wealth Management
New York
$318K -$2.28K -16 -0.8%
GIA
860
Guyasuta Investment Advisors
Pennsylvania
$318K – – –
WIC
861
Woodmont Investment Counsel
Tennessee
$317K -$20.2K -142 -6%
SPA
862
Sherbrooke Park Advisers
New York
$315K +$293K +2,059 New
CWM
863
Congress Wealth Management
Massachusetts
$315K +$293K +2,059 New
WA
864
Wealth Alliance
New York
$314K +$22.7K +159 +8%
FWM
865
Focused Wealth Management
New York
$313K +$291K +2,043 New
FTUS
866
Flow Traders U.S.
New York
$310K -$46.3K -325 -14%
PSFG
867
Park Square Financial Group
Georgia
$310K +$274K +1,925 +1,964%
WIM
868
Warwick Investment Management
Texas
$307K +$286K +2,005 New
CWM
869
C2C Wealth Management
Arizona
$306K – – –
SFG
870
SNS Financial Group
Minnesota
$306K – – –
M
871
MOTCO
Texas
$306K +$4.99K +35 +2%
EAM
872
Evanson Asset Management
California
$305K -$255K -1,792 -47%
CFG
873
Carr Financial Group
Massachusetts
$303K -$41.6K -292 -13%
CIBC Private Wealth Group
874
CIBC Private Wealth Group
Georgia
$303K -$3.56K -25 -1%
BCCM
875
Bridge Creek Capital Management
Massachusetts
$299K – – –