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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
IAA
401
Independent Advisor Alliance
North Carolina
$1.08M +$1.65K +19 +0.2%
BS
402
Banco Santander
Spain
$1.06M +$194K +2,233 +23%
AIMCA
403
Alberta Investment Management Corp (AIMCo)
Alberta, Canada
$1.05M
IW
404
Imprint Wealth
South Carolina
$1.03M +$24.7K +285 +3%
PAS
405
Park Avenue Securities
New York
$1.03M -$71.2K -821 -7%
JFG
406
Jefferies Financial Group
New York
$1M -$1.33M -15,366 -58%
GWM
407
Gray Wealth Management
Maine
$993K -$36.5K -421 -4%
KAS
408
Kestra Advisory Services
Texas
$985K +$367K +4,228 New
AA
409
Ancora Advisors
Ohio
$984K +$24.6K +283 +3%
FI
410
FJ Investments
Utah
$981K +$944K +10,877 New
IFG
411
Independent Financial Group
California
$979K +$100K +1,157 +12%
BFG
412
Bleakley Financial Group
New Jersey
$971K +$36K +415 +4%
SS
413
Simplicity Solutions
Minnesota
$970K +$35.3K +407 +4%
OIA
414
OneDigital Investment Advisors
Kansas
$970K -$7.46K -86 -0.8%
NRI
415
NFP Retirement Inc
California
$970K +$4.68K +54 +0.5%
SPIA
416
Steward Partners Investment Advisory
New York
$966K -$33.2K -383 -3%
WG
417
Welch Group
Alabama
$965K
PCM
418
Penserra Capital Management
California
$962K -$118K -1,360 -11%
SCA
419
Snowden Capital Advisors
New York
$961K +$68.2K +786 +8%
WA
420
Waverly Advisors
Alabama
$951K -$5.73K -66 -0.6%
SCTC
421
Sanibel Captiva Trust Company
Florida
$949K +$914K +10,530 New
Baird Financial Group
422
Baird Financial Group
Wisconsin
$943K -$1.19M -13,733 -57%
T
423
TOBAM
France
$941K -$101K -1,160 -10%
JAM
424
JLP Asset Management
New York
$938K -$226K -2,600 -20%
NA
425
NewEdge Advisors
Louisiana
$934K +$181K +2,090 +25%