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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
Vanguard Personalized Indexing Management
351
Vanguard Personalized Indexing Management
California
$1.06M +$136K +1,583 +14%
CI
352
Cigna Investments
Connecticut
$1.06M -$4.3K -50 -0.4%
BCM
353
Brookstone Capital Management
Illinois
$1.03M +$131K +1,520 +14%
AWA
354
Arkadios Wealth Advisors
Georgia
$1M -$1.55K -18 -0.1%
BAMCO Inc
355
BAMCO Inc
New York
$994K -$71.9K -837 -6%
BPA
356
Beacon Pointe Advisors
California
$989K +$769K +8,950 +293%
Brown Advisory
357
Brown Advisory
Maryland
$977K +$132K +1,535 +15%
Cetera Investment Advisers
358
Cetera Investment Advisers
Illinois
$975K -$20.3K -236 -2%
IRF
359
IBM Retirement Fund
New York
$973K +$3.35K +39 +0.3%
Rockefeller Capital Management
360
Rockefeller Capital Management
New York
$967K +$89.5K +1,042 +10%
ISL
361
Ingalls & Snyder LLC
New York
$951K
MYLI
362
Meiji Yasuda Life Insurance
Japan
$948K -$15.5K -180 -2%
CCA
363
Cadent Capital Advisors
Oklahoma
$942K -$40.9K -476 -4%
SAM
364
Silvercrest Asset Management
New York
$941K
WT
365
Whittier Trust
California
$929K -$10.7K -125 -1%
SPIA
366
Steward Partners Investment Advisory
New York
$919K +$104K +1,213 +12%
Vontobel Holding
367
Vontobel Holding
Switzerland
$916K +$955K +11,117 New
SICM
368
Sustainable Insight Capital Management
New York
$898K +$937K +10,899 New
LWAC
369
Laurel Wealth Advisors (California)
California
$896K -$5.24K -61 -0.6%
KRSITF
370
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$896K +$1.03K +12 +0.1%
Nomura Holdings
371
Nomura Holdings
Japan
$889K +$303K +3,529 +50%
FHB
372
First Hawaiian Bank
Hawaii
$880K -$111K -1,290 -11%
CPIA
373
Cornell Pochily Investment Advisors
New York
$873K +$430 +5 +0%
GBA
374
Garrison Bradford & Associates
New York
$863K
GWM
375
Gray Wealth Management
Maine
$863K +$2.32K +27 +0.3%