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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
KFI
1126
Key Financial Inc
Pennsylvania
$243K
FD
1127
Financial Designs
California
$242K +$242K +1,224 New
SGK
1128
Steigerwald Gordon & Koch
Virginia
$242K +$35K +177 +17%
Lazard Asset Management
1129
Lazard Asset Management
New York
$241K -$209K -1,056 -46%
FCA
1130
FLC Capital Advisors
California
$240K
BHWM
1131
Bar Harbor Wealth Management
New Hampshire
$240K
WI
1132
Wedgewood Investors
Pennsylvania
$239K +$239K +1,211 New
IAS
1133
Investment Advisory Services
Texas
$239K -$33.6K -170 -12%
MWM
1134
Mattern Wealth Management
Kansas
$237K
DT
1135
DV Trading
Illinois
$237K +$236K +1,194 +19,900%
CAC
1136
Certified Advisory Corp
Florida
$237K +$19.2K +97 +9%
Empower Advisory Group
1137
Empower Advisory Group
Colorado
$236K +$236K +1,194 New
OWP
1138
ORG Wealth Partners
Texas
$235K +$53.2K +269 +29%
PWM
1139
Parkway Wealth Management
Texas
$235K +$3.95K +20 +2%
IA
1140
Integrity Alliance
Iowa
$233K -$783K -3,962 -77%
SWM
1141
Silverlake Wealth Management
Vermont
$233K +$198 +1 +0.1%
VCAM
1142
Van Cleef Asset Management
Ohio
$232K
CF
1143
Convergence Financial
Missouri
$231K +$231K +1,170 New
RG
1144
Renaissance Group
Kentucky
$231K +$231K +1,169 New
IAS
1145
Insigneo Advisory Services
Florida
$230K +$230K +1,162 New
FRM
1146
Fox Run Management
Connecticut
$229K -$1.25M -6,348 -84%
AF
1147
Advisornet Financial
Minnesota
$229K -$60.1K -304 -21%
TWM
1148
Tradition Wealth Management
Minnesota
$228K +$2.17K +11 +1%
BFC
1149
Bedel Financial Consulting
Indiana
$228K
BHIA
1150
Birch Hill Investment Advisors
Massachusetts
$228K