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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
NW
401
Naviter Wealth
Arkansas
$895K -$19.4K -223 -2%
PSF
402
Pacific Sun Financial
California
$893K +$2.61K +30 +0.3%
OFG
403
Oxford Financial Group
Indiana
$888K -$895K -10,310 -53%
OIA
404
OneDigital Investment Advisors
Kansas
$888K +$34.3K +395 +4%
UB
405
UMB Bank
Missouri
$881K -$91.8K -1,057 -10%
Los Angeles Capital Management
406
Los Angeles Capital Management
California
$876K +$170K +1,960 +27%
ECM
407
Everence Capital Management
Indiana
$875K
WA
408
Waverly Advisors
Alabama
$864K
AWA
409
Aaron Wealth Advisors
Illinois
$859K +$7.17M +82,584 New
CIC
410
Carnegie Investment Counsel
Ohio
$834K +$8.69K +100 +1%
ISL
411
Ingalls & Snyder LLC
New York
$829K -$174K -2,000 -19%
SS
412
Simplicity Solutions
Minnesota
$824K +$84.5K +973 +13%
KOC
413
Koss-Olinger Consulting
Florida
$802K -$130K -1,496 -15%
SPC
414
Sigma Planning Corp
Michigan
$798K -$57.1K -657 -7%
AWM
415
AE Wealth Management
Kansas
$798K +$75.3K +867 +12%
MMG
416
Monetary Management Group
Missouri
$776K
HNB
417
Huntington National Bank
Ohio
$766K -$293K -3,372 -30%
MAS
418
Madden Advisory Services
Florida
$755K -$1.74K -20 -0.3%
SCA
419
Snowden Capital Advisors
New York
$751K +$309K +3,558 +84%
PAS
420
Park Avenue Securities
New York
$747K +$29.6K +341 +5%
CI
421
Cigna Investments
Connecticut
$738K -$184K -2,122 -22%
FHB
422
First Hawaiian Bank
Hawaii
$734K +$33.1K +381 +5%
SFG
423
Summit Financial Group
West Virginia
$732K
SFS
424
Stiles Financial Services
Minnesota
$727K +$3.73K +43 +0.6%
TPCW
425
TD Private Client Wealth
New York
$726K +$48.2K +555 +8%