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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SIAG
401
Safeguard Investment Advisory Group
California
$653K +$602K +7,860 New
FTDI
402
First Trust Direct Indexing
Massachusetts
$650K +$69.7K +911 +13%
SFG
403
Summit Financial Group
West Virginia
$633K – – –
TPCW
404
TD Private Client Wealth
New York
$631K -$20.9K -273 -3%
IA
405
IFG Advisory
Georgia
$630K +$33.1K +432 +6%
Verition Fund Management
406
Verition Fund Management
Connecticut
$614K +$41.6K +543 +8%
NA
407
NewEdge Advisors
Louisiana
$611K +$96.9K +1,266 +21%
BCI
408
Brinker Capital Investments
Pennsylvania
$602K -$34.6K -452 -6%
Nomura Holdings
409
Nomura Holdings
Japan
$589K +$238K +3,108 +78%
LNC
410
Lincoln National Corp
Pennsylvania
$587K +$33.6K +439 +7%
GWM
411
Geneos Wealth Management
Colorado
$586K -$267K -3,485 -34%
AIA
412
Armor Investment Advisors
North Carolina
$581K – – –
QSS
413
Quantitative Systematic Strategies
Florida
$581K +$151K +1,977 +39%
PWMG
414
Pinnacle Wealth Management Group
Michigan
$579K +$533K +6,965 New
WA
415
Wambolt & Associates
Colorado
$578K +$63.6K +831 +14%
HIC
416
Hartline Investment Corp
Illinois
$578K +$532K +6,952 New
IA
417
IndexIQ Advisors
New York
$572K +$15.6K +204 +3%
IEFM
418
IQ EQ Fund Management
Ireland
$569K – – –
SFA
419
Semmax Financial Advisors
North Carolina
$566K -$1.09M -14,234 -68%
SAG
420
Spotlight Asset Group
Illinois
$548K -$15.3K -200 -3%
Lido Advisors
421
Lido Advisors
California
$541K +$18K +235 +4%
EWA
422
EP Wealth Advisors
California
$533K -$174K -2,268 -26%
MGWM
423
Marks Group Wealth Management
Minnesota
$533K +$5.05K +66 +1%
FCI
424
Financial Counselors Inc
Kansas
$530K -$66.1K -864 -12%
LS
425
Livforsakringsbolaget Skandia
Sweden
$519K – – –