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American Healthcare REIT

Name Holding Trade Value Shares
Change
Change in
Stake
MA
251
Mutual Advisors
Nebraska
$330K +$18.5K +640 +6%
LCM
252
Landscape Capital Management
New Jersey
$323K -$118K -4,079 -28%
Northwestern Mutual Wealth Management
253
Northwestern Mutual Wealth Management
Wisconsin
$321K +$28.5K +987 +10%
GSWM
254
Golden State Wealth Management
California
$313K -$60.3K -2,090 -17%
MWA
255
Medallion Wealth Advisors
Connecticut
$309K +$79.9K +2,770 +38%
Mercer Global Advisors
256
Mercer Global Advisors
Colorado
$309K -$11.2K -390 -4%
FA
257
Fiduciary Alliance
South Carolina
$308K
FEM
258
Fulcrum Equity Management
Texas
$300K
OWA
259
Octavia Wealth Advisors
Ohio
$294K
BP
260
Ballentine Partners
Massachusetts
$293K +$278K +9,654 New
Vontobel Holding
261
Vontobel Holding
Switzerland
$290K -$112K -3,892 -29%
BPA
262
Beacon Pointe Advisors
California
$288K +$951 +33 +0.3%
LAM
263
Lifestyle Asset Management
Texas
$287K -$52K -1,804 -16%
BCM
264
Becker Capital Management
Oregon
$287K
TC
265
TownSquare Capital
Utah
$282K -$4.9K -170 -2%
PFA
266
Pure Financial Advisors
California
$280K +$19.9K +690 +8%
GVAG
267
Great Valley Advisor Group
Delaware
$280K -$15.9K -552 -6%
AWA
268
Arete Wealth Advisors
Illinois
$279K -$1.39M -48,195 -84%
PI
269
PFG Investments
New York
$279K -$1.13M -39,036 -81%
CIBC Private Wealth Group
270
CIBC Private Wealth Group
Georgia
$279K -$13.2K -459 -4%
AG
271
AmeriFlex Group
Nevada
$278K
OFS
272
OneAscent Financial Services
Alabama
$276K -$113K -3,926 -30%
HFO
273
Heritage Family Offices
Arizona
$275K -$138K -4,801 -35%
BNP Paribas Financial Markets
274
BNP Paribas Financial Markets
France
$274K -$2.59M -89,835 -91%
GAM
275
Gotham Asset Management
New York
$273K +$260K +9,026 New