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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
326
Aris Wealth Services
Pennsylvania
$912K +$34.9K +548 +4%
ICAS
327
Investors Capital Advisory Services
Massachusetts
$908K +$43.2K +679 +5%
RMCM
328
Reynders McVeigh Capital Management
Massachusetts
$906K +$172K +2,700 +23%
Jones Financial Companies
329
Jones Financial Companies
Missouri
$900K +$84.3K +1,326 +10%
Citadel Advisors
330
Citadel Advisors
Florida
$891K -$87.6M -1,376,953 -99%
BO
331
BRR OpCo
Ohio
$891K +$14.9K +235 +2%
EWM
332
Elite Wealth Management
Washington
$858K +$863K +13,562 +6,781%
FNBOO
333
First National Bank of Omaha
Nebraska
$849K +$339K +5,330 +64%
CTA
334
Chesley Taft & Associates
Illinois
$844K +$3.5K +55 +0.4%
AAF
335
Andra AP-fonden
Sweden
$842K +$318K +5,000 +59%
Northwestern Mutual Wealth Management
336
Northwestern Mutual Wealth Management
Wisconsin
$838K +$194K +3,052 +29%
WT
337
Whittier Trust
California
$835K -$81.2K -1,276 -9%
Creative Planning
338
Creative Planning
Kansas
$834K +$175K +2,746 +26%
ACP
339
Ashfield Capital Partners
California
$823K +$321K +5,047 +62%
ISL
340
Ingalls & Snyder LLC
New York
$814K – – –
MBT
341
Monroe Bank & Trust
Michigan
$805K -$699K -10,985 -46%
WC
342
Whitney & Co
New York
$802K -$31.8K -500 -4%
ST
343
Spot Trading
Illinois
$794K +$810K +12,731 New
PWW
344
Pettyjohn Wood & White
Virginia
$786K -$4.77K -75 -0.6%
B
345
Baird
Wisconsin
$782K +$336K +5,276 +73%
TCM
346
Telos Capital Management
California
$781K -$1.31M -20,584 Closed
CTA
347
Colonial Trust Advisors
South Carolina
$766K +$9.54K +150 +1%
KCMRT
348
Kemper Corp Master Retirement Trust
Illinois
$741K -$45.8K -720 -6%
SCM
349
Stux Capital Management
New York
$736K -$89K -1,400 -11%
MCM
350
Maple Capital Management
Vermont
$715K -$3.18K -50 -0.4%