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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BCI
376
Brinker Capital Investments
Pennsylvania
$904K +$19.1K +248 +2%
OPS
377
Orion Portfolio Solutions
Nebraska
$904K +$19.1K +248 +2%
AA
378
AlphaCentric Advisors
Puerto Rico
$895K
WA
379
Wambolt & Associates
Colorado
$892K +$19.6K +255 +2%
GWM
380
Gray Wealth Management
Maine
$890K +$24.6K +319 +3%
O
381
Ossiam
France
$889K -$109K -1,410 -11%
IW
382
Imprint Wealth
South Carolina
$868K +$12K +156 +1%
NRI
383
NFP Retirement Inc
California
$864K -$7.55K -98 -0.9%
AWA
384
Arkadios Wealth Advisors
Georgia
$858K -$159K -2,067 -16%
TI
385
Tidal Investments
Wisconsin
$855K -$490K -6,358 -38%
WA
386
Waverly Advisors
Alabama
$853K +$143K +1,861 +21%
TMAM
387
Tokio Marine Asset Management
Japan
$853K +$75.7K +983 +10%
GI
388
GAMCO Investors
Connecticut
$849K
AAS
389
Avantax Advisory Services
Texas
$826K +$1.93K +25 +0.2%
FTDI
390
First Trust Direct Indexing
Massachusetts
$824K +$38.2K +496 +5%
Lido Advisors
391
Lido Advisors
California
$819K +$10.3K +134 +1%
IWC
392
Integrated Wealth Concepts
Massachusetts
$811K -$272K -3,529 -26%
AAIM
393
American Assets Investment Management
California
$809K
PAM
394
Panagora Asset Management
Massachusetts
$801K -$2.08K -27 -0.3%
FC
395
Fulcrum Capital
Washington
$801K -$27.4K -355 -3%
VU
396
Vanderbilt University
Tennessee
$791K -$243K -3,158 -24%
JWM
397
Jeppson Wealth Management
California
$785K -$7.7K -100 -1%
SCA
398
Snowden Capital Advisors
New York
$781K -$84.8K -1,101 -10%
XT
399
XTX Topco
Cayman Islands
$753K +$717K +9,307 New
WHG
400
Westwood Holdings Group
Texas
$728K -$4.24M -55,000 -86%