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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
376
Advance Capital Management
Michigan
$891K
ECM
377
Everence Capital Management
Indiana
$888K +$285K +4,440 +49%
RFN
378
RDA Financial Network
Iowa
$886K -$148K -2,306 -15%
WG
379
Welch Group
Alabama
$878K -$35.9K -558 -4%
IC
380
IEQ Capital
California
$870K +$527K +8,190 +161%
JFG
381
Jefferies Financial Group
New York
$859K +$842K +13,100 New
AWA
382
Arkadios Wealth Advisors
Georgia
$831K -$42K -654 -5%
Brown Advisory
383
Brown Advisory
Maryland
$822K -$3.47K -54 -0.4%
GBA
384
Garrison Bradford & Associates
New York
$812K +$45K +700 +6%
USCWA
385
U.S. Capital Wealth Advisors
Texas
$810K -$366K -5,697 -32%
M
386
Mirova
France
$804K -$950K -14,784 -55%
Ensign Peak Advisors
387
Ensign Peak Advisors
Utah
$773K
BBVA
388
Banco Bilbao Vizcaya Argentaria
Spain
$773K +$48K +747 +7%
CPIA
389
Cornell Pochily Investment Advisors
New York
$759K +$26.7K +416 +4%
T
390
TOBAM
France
$758K -$1.61M -25,076 -68%
VU
391
Vanderbilt University
Tennessee
$738K -$8.29K -129 -1%
AA
392
AlphaCentric Advisors
Puerto Rico
$725K
FC
393
Fulcrum Capital
Washington
$719K +$66.2K +1,030 +10%
GWM
394
Gray Wealth Management
Maine
$711K -$26.6K -414 -4%
LA
395
LBP AM
France
$708K +$694K +10,801 New
WA
396
Wambolt & Associates
Colorado
$706K +$9.58K +149 +1%
AAS
397
Avantax Advisory Services
Texas
$705K -$763K -11,862 -52%
SGI
398
Summit Global Investments
Utah
$705K +$691K +10,754 New
NRI
399
NFP Retirement Inc
California
$705K +$61.2K +952 +10%
OIA
400
OneDigital Investment Advisors
Kansas
$702K +$94K +1,462 +16%