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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SPA
401
Sherbrooke Park Advisers
New York
$726K +$692K +8,979 New
SSB
402
Sandy Spring Bank
Maryland
$721K +$687K +8,916 New
AUB
403
Atlantic Union Bankshares
Virginia
$716K -$21.2K -275 -3%
GFA
404
Gallagher Fiduciary Advisors
Illinois
$707K -$97.6K -1,267 -13%
SCM
405
Schnieders Capital Management
California
$705K -$7.7K -100 -1%
CBTWT
406
Community Bank & Trust (Waco, Texas)
Texas
$702K -$3.16K -41 -0.5%
CIC
407
Carnegie Investment Counsel
Ohio
$695K -$77 -1 -0%
VFA
408
Values First Advisors
Tennessee
$694K +$37.4K +486 +6%
LFAS
409
Level Four Advisory Services
Texas
$692K +$36.6K +475 +6%
WT
410
Whittier Trust
California
$690K
PI
411
PFG Investments
New York
$689K +$2.39K +31 +0.4%
CCM
412
Coldstream Capital Management
Washington
$689K +$184K +2,386 +39%
AWM
413
AE Wealth Management
Kansas
$689K -$41.8K -542 -6%
MNBTD
414
Moody National Bank Trust Division
Texas
$678K
BS
415
Banco Santander
Spain
$678K
TIMH
416
Tilt Investment Management Holdings
New York
$676K +$186K +2,414 +41%
ISL
417
Ingalls & Snyder LLC
New York
$676K
Federated Hermes
418
Federated Hermes
Pennsylvania
$674K +$229K +2,972 +55%
BBP
419
Banco BTG Pactual
Brazil
$670K +$638K +8,283 New
CCA
420
Checchi Capital Advisers
California
$667K +$2.77K +36 +0.4%
LNWWM
421
Laird Norton Wetherby Wealth Management
California
$656K -$18.3K -237 -3%
V
422
Veritable
Delaware
$654K -$1.16K -15 -0.2%
RIA
423
Richwood Investment Advisors
Ohio
$641K -$51.4K -667 -8%
NW
424
NewEdge Wealth
Pennsylvania
$640K -$16.8K -218 -3%
GRP
425
Global Retirement Partners
California
$639K +$7.55K +98 +1%