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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
F
401
F3Logic
Minnesota
$669K +$28.7K +446 +5%
GBS
402
Gallagher Benefit Services
Illinois
$669K +$655K +10,195 New
PAS
403
Park Avenue Securities
New York
$661K +$47.5K +739 +8%
BFG
404
Bleakley Financial Group
New Jersey
$661K +$648K +10,081 New
AIM
405
Achmea Investment Management
Netherlands
$657K -$1.38M -21,496 -67%
AAIM
406
American Assets Investment Management
California
$656K
SCA
407
Snowden Capital Advisors
New York
$651K +$62K +965 +11%
EI
408
Ethic Inc
New York
$645K -$143K -2,225 -18%
JWM
409
Jeppson Wealth Management
California
$643K -$21.2K -330 -3%
VAS
410
Vestmark Advisory Solutions
Massachusetts
$632K +$23.7K +369 +4%
PA
411
Profund Advisors
Maryland
$624K +$36.3K +565 +6%
PCM
412
Penserra Capital Management
California
$621K +$60.5K +941 +11%
CIC
413
Carnegie Investment Counsel
Ohio
$612K +$125K +1,943 +26%
Carson Wealth (CWM LLC)
414
Carson Wealth (CWM LLC)
Nebraska
$611K +$189K +2,945 +46%
AUB
415
Atlantic Union Bankshares
Virginia
$598K -$64.3K -1,000 -10%
QCM
416
Quantinno Capital Management
New York
$598K +$586K +9,117 New
SCM
417
Schnieders Capital Management
California
$588K
CBTWT
418
Community Bank & Trust (Waco, Texas)
Texas
$582K -$48.9K -760 -8%
WA
419
Waverly Advisors
Alabama
$580K -$7.01K -109 -1%
RIA
420
Richwood Investment Advisors
Ohio
$572K -$13.9K -216 -2%
QT
421
Quantbot Technologies
New York
$568K +$557K +8,667 New
CCA
422
Checchi Capital Advisers
California
$564K +$1.99K +31 +0.4%
MNBTD
423
Moody National Bank Trust Division
Texas
$563K +$7.65K +119 +1%
FTDI
424
First Trust Direct Indexing
Massachusetts
$562K +$118K +1,843 +27%
Jane Street
425
Jane Street
New York
$560K -$641K -9,975 -54%