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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SPIA
401
Steward Partners Investment Advisory
New York
$547K -$85.2K -1,552 -14%
SPC
402
Sigma Planning Corp
Michigan
$547K -$15.4K -281 -3%
BCB
403
Brian C. Broderick
$546K -$567K -10,325 -51%
PA
404
Profund Advisors
Maryland
$544K -$26K -473 -5%
D.E. Shaw & Co
405
D.E. Shaw & Co
New York
$541K -$5.92M -107,875 -92%
HNB
406
Huntington National Bank
Ohio
$540K -$34.8K -634 -6%
PCAP
407
Pratt Collard Advisory Partners
New York
$538K -$7.69K -140 -1%
EWA
408
EP Wealth Advisors
California
$535K +$27.6K +503 +5%
UIM
409
USS Investment Management
United Kingdom
$529K – – –
BCI
410
Brinker Capital Investments
Pennsylvania
$526K +$524K +9,551 New
EPWM
411
Essex Private Wealth Management
Massachusetts
$519K +$2.31K +42 +0.4%
OIA
412
OneDigital Investment Advisors
Kansas
$506K -$26.3K -479 -5%
JWM
413
Jeppson Wealth Management
California
$506K +$504K +9,178 New
ECM
414
Everence Capital Management
Indiana
$501K – – –
PCM
415
Penserra Capital Management
California
$500K +$165K +3,008 +49%
CIC
416
Carnegie Investment Counsel
Ohio
$481K -$42.8K -780 -8%
AUB
417
Atlantic Union Bankshares
Virginia
$465K -$23.3K -425 -5%
MAS
418
Madden Advisory Services
Florida
$464K -$4.67K -85 -1%
GBA
419
Garrison Bradford & Associates
New York
$452K -$82.4K -1,500 -15%
Wealthfront Advisers
420
Wealthfront Advisers
California
$451K +$190K +3,464 +73%
SAS
421
Stelac Advisory Services
New York
$448K +$231K +4,205 +107%
KPWS
422
Kestra Private Wealth Services
Texas
$434K +$433K +7,886 New
GWM
423
Geneos Wealth Management
Colorado
$428K +$220 +4 +0%
FMBTD
424
First Midwest Bank Trust Division
Illinois
$427K -$24K -437 -5%
FCI
425
Financial Counselors Inc
Kansas
$427K -$17.8K -325 -4%