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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BPW
1126
Bingham Private Wealth
California
$246K +$11.3K +57 +5%
SIM
1127
Stratos Investment Management
Ohio
$244K +$27.9K +141 +13%
JHCP
1128
Jackson Hole Capital Partners
Oklahoma
$244K – – –
KFI
1129
Key Financial Inc
Pennsylvania
$243K – – –
FD
1130
Financial Designs
California
$242K +$242K +1,224 New
SGK
1131
Steigerwald Gordon & Koch
Virginia
$242K +$35K +177 +17%
Lazard Asset Management
1132
Lazard Asset Management
New York
$241K -$209K -1,056 -46%
FCA
1133
FLC Capital Advisors
California
$240K – – –
BHWM
1134
Bar Harbor Wealth Management
New Hampshire
$240K – – –
WI
1135
Wedgewood Investors
Pennsylvania
$239K +$239K +1,211 New
IAS
1136
Investment Advisory Services
Texas
$239K -$33.6K -170 -12%
MWM
1137
Mattern Wealth Management
Kansas
$237K – – –
DT
1138
DV Trading
Illinois
$237K +$236K +1,194 +19,900%
CAC
1139
Certified Advisory Corp
Florida
$237K +$19.2K +97 +9%
Empower Advisory Group
1140
Empower Advisory Group
Colorado
$236K +$236K +1,194 New
OWP
1141
ORG Wealth Partners
Texas
$235K +$53.2K +269 +29%
PWM
1142
Parkway Wealth Management
Texas
$235K +$3.95K +20 +2%
IA
1143
Integrity Alliance
Iowa
$233K -$783K -3,962 -77%
SWM
1144
Silverlake Wealth Management
Vermont
$233K +$198 +1 +0.1%
VCAM
1145
Van Cleef Asset Management
Ohio
$232K – – –
CF
1146
Convergence Financial
Missouri
$231K +$231K +1,170 New
RG
1147
Renaissance Group
Kentucky
$231K +$231K +1,169 New
IAS
1148
Insigneo Advisory Services
Florida
$230K +$230K +1,162 New
FRM
1149
Fox Run Management
Connecticut
$229K -$1.25M -6,348 -84%
AF
1150
Advisornet Financial
Minnesota
$229K -$60.1K -304 -21%