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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
426
Summit Financial Group
West Virginia
$427K – – –
Jones Financial Companies
427
Jones Financial Companies
Missouri
$423K -$220K -4,014 -34%
Lazard Asset Management
428
Lazard Asset Management
New York
$419K +$238K +4,331 +131%
FPGK
429
Financial Partners Group (Kansas)
Kansas
$415K +$413K +7,529 New
AA
430
Argent Advisors
Louisiana
$414K +$36.5K +664 +10%
VWA
431
Visionary Wealth Advisors
Illinois
$399K +$53.7K +978 +16%
DZ Bank
432
DZ Bank
Germany
$399K -$1.67M -30,481 -81%
SBIA
433
Sheaff Brock Investment Advisors
Indiana
$398K -$38.4K -700 -9%
PWW
434
Pettyjohn Wood & White
Virginia
$392K +$5.49K +100 +1%
AIA
435
Armor Investment Advisors
North Carolina
$388K -$5.49K -100 -1%
ECM
436
ExodusPoint Capital Management
New York
$384K +$383K +6,973 New
BMA
437
Brooks Moore & Associates
Tennessee
$383K – – –
AWM
438
AE Wealth Management
Kansas
$377K -$103K -1,879 -22%
SAG
439
Spotlight Asset Group
Illinois
$375K +$824 +15 +0.2%
Lido Advisors
440
Lido Advisors
California
$370K +$7.85K +143 +2%
EI
441
Ethic Inc
New York
$369K +$367K +6,690 New
Verition Fund Management
442
Verition Fund Management
Connecticut
$368K +$367K +6,676 New
AIP
443
Ameritas Investment Partners
Nebraska
$365K – – –
LNC
444
Lincoln National Corp
Pennsylvania
$364K -$16.7K -304 -4%
WTC
445
WhitTier Trust Company
Nevada
$357K -$51.7K -941 -13%
ST
446
Sabal Trust
Florida
$352K -$20.4K -371 -5%
FHB
447
First Hawaiian Bank
Hawaii
$351K -$5.16K -94 -1%
ARMC
448
American Research & Management Company
Massachusetts
$349K – – –
WKWM
449
Walter & Keenan Wealth Management
Indiana
$347K -$316K -5,750 -48%
MMG
450
Monetary Management Group
Missouri
$347K +$32.9K +600 +11%