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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AUB
401
Atlantic Union Bankshares
Virginia
$701K +$88.8K +1,323 +16%
LK
402
Lumbard & Kellner
New Hampshire
$700K +$10.1K +150 +2%
UIM
403
USS Investment Management
United Kingdom
$688K – – –
WGA
404
Weather Gauge Advisory
Virginia
$680K -$56.3K -839 -8%
GAM
405
Gotham Asset Management
New York
$650K -$1.65M -24,580 -73%
CBTWT
406
Community Bank & Trust (Waco, Texas)
Texas
$650K -$102K -1,515 -14%
EWA
407
EP Wealth Advisors
California
$622K +$3.09K +46 +0.5%
CIC
408
Carnegie Investment Counsel
Ohio
$619K – – –
PCAP
409
Pratt Collard Advisory Partners
New York
$619K – – –
SAS
410
Stelac Advisory Services
New York
$615K +$14.6K +217 +3%
BCV
411
Banque Cantonale Vaudoise
Switzerland
$614K -$279K -4,160 -33%
OIA
412
OneDigital Investment Advisors
Kansas
$613K -$2.01K -30 -0.3%
MAS
413
Madden Advisory Services
Florida
$595K -$8.06K -120 -1%
HNB
414
Huntington National Bank
Ohio
$589K -$32.7K -487 -6%
SBIA
415
Sheaff Brock Investment Advisors
Indiana
$575K – – –
TPCW
416
TD Private Client Wealth
New York
$563K -$184K -2,736 -26%
BCI
417
Brinker Capital Investments
Pennsylvania
$551K +$517K +7,692 New
AA
418
Argent Advisors
Louisiana
$549K -$21.1K -314 -4%
Vanguard Personalized Indexing Management
419
Vanguard Personalized Indexing Management
California
$548K +$224K +3,340 +78%
SWM
420
Spire Wealth Management
Virginia
$548K +$512K +7,630 New
HAG
421
HighPoint Advisor Group
Illinois
$547K +$7.39K +110 +2%
SFG
422
Summit Financial Group
West Virginia
$546K – – –
SAM
423
Shell Asset Management
Netherlands
$536K -$46K -685 -8%
Lazard Asset Management
424
Lazard Asset Management
New York
$534K -$3.76K -56 -0.7%
FCI
425
Financial Counselors Inc
Kansas
$519K -$30.8K -459 -6%