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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
IA
426
IFG Advisory
Georgia
$512K +$5.24K +78 +1%
AIA
427
Armor Investment Advisors
North Carolina
$501K -$3.36K -50 -0.7%
FTDI
428
First Trust Direct Indexing
Massachusetts
$495K +$64.8K +965 +16%
Verition Fund Management
429
Verition Fund Management
Connecticut
$491K +$460K +6,850 New
IEFM
430
IQ EQ Fund Management
Ireland
$490K +$77.6K +1,155 +20%
SAG
431
Spotlight Asset Group
Illinois
$487K – – –
PRC
432
Pearl River Capital
Michigan
$485K -$627K -9,339 -58%
WANY
433
Wealthspire Advisors (New York)
New York
$484K +$64.9K +967 +17%
VWA
434
Visionary Wealth Advisors
Illinois
$480K -$51.7K -770 -10%
IA
435
IndexIQ Advisors
New York
$478K +$56.5K +841 +14%
LNC
436
Lincoln National Corp
Pennsylvania
$476K +$4.83K +72 +1%
VWA
437
V Wealth Advisors
Kansas
$476K +$447K +6,651 New
TYCC
438
Texas Yale Capital Corp
Florida
$465K +$336 +5 +0.1%
MGWM
439
Marks Group Wealth Management
Minnesota
$460K +$15.9K +237 +4%
OWP
440
Obermeyer Wealth Partners
Colorado
$451K +$423K +6,302 New
VFA
441
Values First Advisors
Tennessee
$450K +$7.12K +106 +2%
Lido Advisors
442
Lido Advisors
California
$450K +$11.8K +175 +3%
LS
443
Livforsakringsbolaget Skandia
Sweden
$447K – – –
EPWM
444
Essex Private Wealth Management
Massachusetts
$446K -$22.2K -330 -5%
WA
445
Wambolt & Associates
Colorado
$445K +$14.6K +218 +4%
MMG
446
Monetary Management Group
Missouri
$442K +$8.39K +125 +2%
PWW
447
Pettyjohn Wood & White
Virginia
$440K -$52K -775 -11%
NA
448
NewEdge Advisors
Louisiana
$436K +$115K +1,714 +39%
AWM
449
AE Wealth Management
Kansas
$435K -$32.2K -480 -7%
ARMC
450
American Research & Management Company
Massachusetts
$430K -$22.2K -330 -5%