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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AUB
401
Atlantic Union Bankshares
Virginia
$654K
HNB
402
Huntington National Bank
Ohio
$654K +$65.1K +898 +11%
AWM
403
AE Wealth Management
Kansas
$649K -$87.8K -1,211 -12%
BFA
404
BBJS Financial Advisors
Washington
$639K +$162K +2,227 +33%
DZ Bank
405
DZ Bank
Germany
$633K -$4.8M -66,200 -88%
SCM
406
Schnieders Capital Management
California
$632K -$10.9K -150 -2%
CBTWT
407
Community Bank & Trust (Waco, Texas)
Texas
$625K -$11.5K -158 -2%
BA
408
Bridgewater Associates
Connecticut
$624K -$921K -12,700 -59%
WA
409
Waverly Advisors
Alabama
$623K -$12.3K -170 -2%
OFG
410
Oxford Financial Group
Indiana
$619K -$121K -1,675 -16%
CIC
411
Carnegie Investment Counsel
Ohio
$616K -$53.7K -740 -8%
RIA
412
Richwood Investment Advisors
Ohio
$616K -$9.43K -130 -1%
WT
413
Whittier Trust
California
$611K
PI
414
PFG Investments
New York
$609K +$616K +8,491 New
GRP
415
Global Retirement Partners
California
$605K +$185K +2,548 +48%
MNBTD
416
Moody National Bank Trust Division
Texas
$601K -$14.7K -203 -2%
BS
417
Banco Santander
Spain
$600K +$242K +3,337 +66%
ISL
418
Ingalls & Snyder LLC
New York
$599K
LNWWM
419
Laird Norton Wetherby Wealth Management
California
$598K +$91.5K +1,261 +18%
CCA
420
Checchi Capital Advisers
California
$589K -$28.9K -399 -5%
TPCW
421
TD Private Client Wealth
New York
$583K -$1.67K -23 -0.3%
NW
422
NewEdge Wealth
Pennsylvania
$583K +$112K +1,549 +24%
V
423
Veritable
Delaware
$581K -$31K -427 -5%
VFA
424
Values First Advisors
Tennessee
$580K +$25.8K +355 +5%
LFAS
425
Level Four Advisory Services
Texas
$580K +$152K +2,099 +35%