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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
401
Penserra Capital Management
California
$666K -$12.9K -178 -2%
AP
402
Appleton Partners
Massachusetts
$656K +$69.3K +955 +12%
AUB
403
Atlantic Union Bankshares
Virginia
$654K – – –
HNB
404
Huntington National Bank
Ohio
$654K +$65.1K +898 +11%
AWM
405
AE Wealth Management
Kansas
$649K -$87.8K -1,211 -12%
BFA
406
BBJS Financial Advisors
Washington
$639K +$162K +2,227 +33%
DZ Bank
407
DZ Bank
Germany
$633K -$4.8M -66,200 -88%
SCM
408
Schnieders Capital Management
California
$632K -$10.9K -150 -2%
CBTWT
409
Community Bank & Trust (Waco, Texas)
Texas
$625K -$11.5K -158 -2%
BA
410
Bridgewater Associates
Connecticut
$624K -$921K -12,700 -59%
WA
411
Waverly Advisors
Alabama
$623K -$12.3K -170 -2%
OFG
412
Oxford Financial Group
Indiana
$619K -$121K -1,675 -16%
CIC
413
Carnegie Investment Counsel
Ohio
$616K -$53.7K -740 -8%
RIA
414
Richwood Investment Advisors
Ohio
$616K -$9.43K -130 -1%
WT
415
Whittier Trust
California
$611K – – –
PI
416
PFG Investments
New York
$609K +$616K +8,491 New
GRP
417
Global Retirement Partners
California
$605K +$185K +2,548 +48%
MNBTD
418
Moody National Bank Trust Division
Texas
$601K -$14.7K -203 -2%
BS
419
Banco Santander
Spain
$600K +$242K +3,337 +66%
ISL
420
Ingalls & Snyder LLC
New York
$599K – – –
LNWWM
421
Laird Norton Wetherby Wealth Management
California
$598K +$91.5K +1,261 +18%
CCA
422
Checchi Capital Advisers
California
$589K -$28.9K -399 -5%
TPCW
423
TD Private Client Wealth
New York
$583K -$1.67K -23 -0.3%
NW
424
NewEdge Wealth
Pennsylvania
$583K +$112K +1,549 +24%
V
425
Veritable
Delaware
$581K -$31K -427 -5%