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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WGA
401
Weather Gauge Advisory
Virginia
$680K -$56.3K -839 -8%
GAM
402
Gotham Asset Management
New York
$650K -$1.65M -24,580 -73%
CBTWT
403
Community Bank & Trust (Waco, Texas)
Texas
$650K -$102K -1,515 -14%
EWA
404
EP Wealth Advisors
California
$622K +$3.09K +46 +0.5%
CIC
405
Carnegie Investment Counsel
Ohio
$619K
PCAP
406
Pratt Collard Advisory Partners
New York
$619K
SAS
407
Stelac Advisory Services
New York
$615K +$14.6K +217 +3%
BCV
408
Banque Cantonale Vaudoise
Switzerland
$614K -$279K -4,160 -33%
OIA
409
OneDigital Investment Advisors
Kansas
$613K -$2.01K -30 -0.3%
MAS
410
Madden Advisory Services
Florida
$595K -$8.06K -120 -1%
HNB
411
Huntington National Bank
Ohio
$589K -$32.7K -487 -6%
SBIA
412
Sheaff Brock Investment Advisors
Indiana
$575K
TPCW
413
TD Private Client Wealth
New York
$563K -$184K -2,736 -26%
BCI
414
Brinker Capital Investments
Pennsylvania
$551K +$517K +7,692 New
AA
415
Argent Advisors
Louisiana
$549K -$21.1K -314 -4%
Vanguard Personalized Indexing Management
416
Vanguard Personalized Indexing Management
California
$548K +$224K +3,340 +78%
SWM
417
Spire Wealth Management
Virginia
$548K +$512K +7,630 New
HAG
418
HighPoint Advisor Group
Illinois
$547K +$7.39K +110 +2%
SFG
419
Summit Financial Group
West Virginia
$546K
SAM
420
Shell Asset Management
Netherlands
$536K -$46K -685 -8%
Lazard Asset Management
421
Lazard Asset Management
New York
$534K -$3.76K -56 -0.7%
FCI
422
Financial Counselors Inc
Kansas
$519K -$30.8K -459 -6%
IA
423
IFG Advisory
Georgia
$512K +$5.24K +78 +1%
AIA
424
Armor Investment Advisors
North Carolina
$501K -$3.36K -50 -0.7%
FTDI
425
First Trust Direct Indexing
Massachusetts
$495K +$64.8K +965 +16%