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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
401
American Assets Investment Management
California
$643K
F
402
F3Logic
Minnesota
$641K -$3.44K -44 -0.4%
FC
403
Fulcrum Capital
Washington
$639K -$29.7K -380 -4%
NRI
404
NFP Retirement Inc
California
$630K -$103K -1,313 -12%
XT
405
XTX Topco
Cayman Islands
$627K +$762K +9,753 New
CBTWT
406
Community Bank & Trust (Waco, Texas)
Texas
$620K -$15.6K -200 -2%
PAS
407
Park Avenue Securities
New York
$601K +$23.5K +301 +3%
SG Americas Securities
408
SG Americas Securities
New York
$599K -$2.2M -28,121 -75%
Verition Fund Management
409
Verition Fund Management
Connecticut
$596K +$156K +1,990 +27%
VAS
410
Vestmark Advisory Solutions
Massachusetts
$596K +$449K +5,746 +163%
OIA
411
OneDigital Investment Advisors
Kansas
$595K +$313 +4 +0%
OFG
412
Oxford Financial Group
Indiana
$594K -$2.11K -27 -0.3%
PSF
413
Pacific Sun Financial
California
$588K -$4.69K -60 -0.7%
ECM
414
Everence Capital Management
Indiana
$585K
LWAC
415
Laurel Wealth Advisors (California)
California
$584K -$25.3K -324 -3%
UB
416
UMB Bank
Missouri
$584K +$72.5K +927 +11%
MGP
417
Metis Global Partners
California
$583K +$86.2K +1,103 +14%
SCM
418
Schnieders Capital Management
California
$577K -$5.86K -75 -0.8%
WA
419
Waverly Advisors
Alabama
$577K
SCA
420
Snowden Capital Advisors
New York
$577K +$62K +793 +10%
PA
421
Profund Advisors
Maryland
$576K -$85K -1,087 -11%
RIA
422
Richwood Investment Advisors
Ohio
$575K -$46.9K -600 -6%
Cetera Investment Advisers
423
Cetera Investment Advisers
Illinois
$573K -$58.7K -751 -8%
SI
424
Stephens Inc
Arkansas
$567K -$150K -1,918 -18%
Capstone Investment Advisors
425
Capstone Investment Advisors
New York
$558K +$679K +8,680 New