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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
OIA
401
OneDigital Investment Advisors
Kansas
$761K -$89 -1 -0%
PSF
402
Pacific Sun Financial
California
$757K -$7.83K -88 -0.9%
ECM
403
Everence Capital Management
Indiana
$749K – – –
SCM
404
Schnieders Capital Management
California
$745K -$349K -3,923 -30%
PAS
405
Park Avenue Securities
New York
$745K +$113K +1,275 +16%
WA
406
Waverly Advisors
Alabama
$738K -$2.14K -24 -0.3%
NW
407
Naviter Wealth
Arkansas
$732K -$37.5K -422 -5%
CCA
408
Checchi Capital Advisers
California
$728K +$307K +3,449 +69%
CIC
409
Carnegie Investment Counsel
Ohio
$715K – – –
ISL
410
Ingalls & Snyder LLC
New York
$706K -$4.45K -50 -0.6%
AWM
411
AE Wealth Management
Kansas
$701K +$19.1K +215 +3%
VU
412
Vanderbilt University
Tennessee
$699K +$755K +8,489 New
HNB
413
Huntington National Bank
Ohio
$679K +$24.8K +279 +3%
SCA
414
Snowden Capital Advisors
New York
$673K +$32.6K +366 +5%
UB
415
UMB Bank
Missouri
$672K -$88.9K -999 -11%
MMG
416
Monetary Management Group
Missouri
$665K – – –
MNBTD
417
Moody National Bank Trust Division
Texas
$661K -$874K -9,825 -55%
MGP
418
Metis Global Partners
California
$658K +$97.5K +1,096 +16%
SPC
419
Sigma Planning Corp
Michigan
$654K -$32.7K -367 -4%
MAS
420
Madden Advisory Services
Florida
$639K -$7.56K -85 -1%
SFG
421
Summit Financial Group
West Virginia
$627K – – –
SFS
422
Stiles Financial Services
Minnesota
$626K +$3.74K +42 +0.6%
Lido Advisors
423
Lido Advisors
California
$624K +$37.7K +424 +6%
SIAG
424
Safeguard Investment Advisory Group
California
$623K – – –
Federated Hermes
425
Federated Hermes
Pennsylvania
$615K +$112K +1,259 +20%