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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
UCFA
326
United Capital Financial Advisors
Texas
$1.53M -$286K -3,476 -16%
AWS
327
Atria Wealth Solutions
New York
$1.51M -$23.8K -289 -2%
KRSITF
328
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$1.49M +$26.6K +324 +2%
Credit Agricole
329
Credit Agricole
France
$1.48M +$369K +4,489 +33%
FG
330
Formula Growth
Quebec, Canada
$1.48M -$24.1K -293 -2%
LCM
331
Liberty Capital Management
Michigan
$1.43M – – –
OFG
332
Oxford Financial Group
Indiana
$1.41M +$133K +1,617 +10%
AI
333
Atria Investments
North Carolina
$1.4M +$35.2K +428 +3%
MPWT
334
MassMutual Private Wealth & Trust
Connecticut
$1.38M +$1.23M +14,999 +800%
DADC
335
D.A. Davidson & Co
Montana
$1.37M -$248K -3,015 -15%
EIA
336
Edgemoor Investment Advisors
Maryland
$1.35M -$16.4K -199 -1%
BBVA
337
Banco Bilbao Vizcaya Argentaria
Spain
$1.34M +$75.3K +915 +6%
NMIMC
338
Northwestern Mutual Investment Management Company
Wisconsin
$1.34M +$57.2K +696 +4%
CIA
339
Cascade Investment Advisors
Oregon
$1.31M -$5.35K -65 -0.4%
AFA
340
American Financial Advisors
Georgia
$1.29M -$59.6K -725 -4%
ORC
341
O'Rourke & Company
Massachusetts
$1.28M +$2.14K +26 +0.2%
Ensign Peak Advisors
342
Ensign Peak Advisors
Utah
$1.27M -$2.46M -29,965 -66%
BA
343
Bard Associates
Illinois
$1.27M -$11.1K -135 -0.9%
OSNBOA
344
Old Second National Bank of Aurora
Illinois
$1.26M +$1.2M +14,612 +1,808%
BCM
345
Brookstone Capital Management
Illinois
$1.26M -$189K -2,296 -13%
IC
346
IEQ Capital
California
$1.25M +$43.5K +529 +4%
CNFG
347
Creegan & Nassoura Financial Group
New Hampshire
$1.24M -$2.06K -25 -0.2%
Assenagon Asset Management
348
Assenagon Asset Management
Luxembourg
$1.23M -$18.3K -223 -1%
CG
349
Colony Group
Massachusetts
$1.21M -$13.9K -169 -1%
Envestnet Portfolio Solutions
350
Envestnet Portfolio Solutions
Illinois
$1.2M +$1.21M +14,693 New