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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
GI
401
GAMCO Investors
Connecticut
$688K -$327K -5,090 -33%
OFG
402
Oxford Financial Group
Indiana
$676K +$69.4K +1,079 +12%
AWM
403
AE Wealth Management
Kansas
$673K -$212K -3,298 -24%
F
404
F3Logic
Minnesota
$669K +$28.7K +446 +5%
GBS
405
Gallagher Benefit Services
Illinois
$669K +$655K +10,195 New
PAS
406
Park Avenue Securities
New York
$661K +$47.5K +739 +8%
BFG
407
Bleakley Financial Group
New Jersey
$661K +$648K +10,081 New
AIM
408
Achmea Investment Management
Netherlands
$657K -$1.38M -21,496 -67%
AAIM
409
American Assets Investment Management
California
$656K – – –
SCA
410
Snowden Capital Advisors
New York
$651K +$62K +965 +11%
EI
411
Ethic Inc
New York
$645K -$143K -2,225 -18%
JWM
412
Jeppson Wealth Management
California
$643K -$21.2K -330 -3%
VAS
413
Vestmark Advisory Solutions
Massachusetts
$632K +$23.7K +369 +4%
PA
414
Profund Advisors
Maryland
$624K +$36.3K +565 +6%
PCM
415
Penserra Capital Management
California
$621K +$60.5K +941 +11%
CIC
416
Carnegie Investment Counsel
Ohio
$612K +$125K +1,943 +26%
Carson Wealth (CWM LLC)
417
Carson Wealth (CWM LLC)
Nebraska
$611K +$189K +2,945 +46%
AUB
418
Atlantic Union Bankshares
Virginia
$598K -$64.3K -1,000 -10%
QCM
419
Quantinno Capital Management
New York
$598K +$586K +9,117 New
SCM
420
Schnieders Capital Management
California
$588K – – –
CBTWT
421
Community Bank & Trust (Waco, Texas)
Texas
$582K -$48.9K -760 -8%
WA
422
Waverly Advisors
Alabama
$580K -$7.01K -109 -1%
RIA
423
Richwood Investment Advisors
Ohio
$572K -$13.9K -216 -2%
QT
424
Quantbot Technologies
New York
$568K +$557K +8,667 New
CCA
425
Checchi Capital Advisers
California
$564K +$1.99K +31 +0.4%