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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
IRF
426
IBM Retirement Fund
New York
$603K -$398K -4,778 -40%
Lido Advisors
427
Lido Advisors
California
$601K -$56.4K -677 -9%
TPCW
428
TD Private Client Wealth
New York
$600K -$5.08K -61 -0.9%
HIC
429
Hartline Investment Corp
Illinois
$596K – – –
ABC
430
Associated Banc-Corp
Wisconsin
$595K +$62.5K +750 +12%
RPCONE
431
Retirement Planning Company of New England
Rhode Island
$580K +$564K +6,764 New
Jones Financial Companies
432
Jones Financial Companies
Missouri
$568K +$56.1K +673 +11%
GSWM
433
Greenup Street Wealth Management
Michigan
$564K +$548K +6,570 New
FMII
434
Farmers & Merchants Investments Inc
Nebraska
$553K -$6.92K -83 -1%
SIAG
435
Safeguard Investment Advisory Group
California
$552K +$3.83K +46 +0.7%
LNC
436
Lincoln National Corp
Pennsylvania
$551K -$28.5K -342 -5%
BCM
437
Bluefin Capital Management
New York
$540K +$525K +6,300 New
SBF
438
Sara-Bay Financial
Florida
$538K +$523K +6,271 New
GWM
439
Geneos Wealth Management
Colorado
$533K -$37.3K -447 -7%
TYCC
440
Texas Yale Capital Corp
Florida
$527K +$333 +4 +0.1%
VAFP
441
Vahanian & Associates Financial Planning
New York
$522K +$507K +6,081 New
ARMC
442
American Research & Management Company
Massachusetts
$515K – – –
CCP
443
Corient Capital Partners
California
$513K +$32K +384 +7%
AIA
444
Armor Investment Advisors
North Carolina
$505K -$41.7K -500 -8%
VFA
445
Values First Advisors
Tennessee
$498K -$52.3K -627 -10%
APP
446
Alpha Paradigm Partners
Illinois
$498K – – –
IAS
447
Investment Advisory Services
Texas
$496K +$6.25K +75 +1%
HT
448
HighTower Trust
Texas
$496K +$483K +5,788 New
AIP
449
Ameritas Investment Partners
Nebraska
$495K – – –
CFGS
450
Concourse Financial Group Securities
Alabama
$492K -$28.1K -337 -6%