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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AAM
426
Abeille Asset Management
France
$712K -$18.4K -212 -3%
IA
427
IndexIQ Advisors
New York
$706K +$23.4K +269 +4%
LNC
428
Lincoln National Corp
Pennsylvania
$701K +$74.3K +856 +13%
HI
429
Hendershot Investments
Virginia
$692K
MCC
430
Money Concepts Capital
Florida
$690K +$624K +7,180 New
Lido Advisors
431
Lido Advisors
California
$687K +$11.9K +137 +2%
ABC
432
Associated Banc-Corp
Wisconsin
$666K
CCP
433
Corient Capital Partners
California
$665K +$81.4K +937 +16%
IRF
434
IBM Retirement Fund
New York
$663K -$12.1K -139 -2%
MGP
435
Metis Global Partners
California
$661K +$277K +3,194 +87%
RPCONE
436
Retirement Planning Company of New England
Rhode Island
$643K -$6.34K -73 -1%
GSWM
437
Greenup Street Wealth Management
Michigan
$632K
TI
438
Tidal Investments
Wisconsin
$630K +$135K +1,553 +31%
SIAG
439
Safeguard Investment Advisory Group
California
$623K +$3.91K +45 +0.7%
Jones Financial Companies
440
Jones Financial Companies
Missouri
$620K -$15.7K -181 -3%
IMRF
441
Illinois Municipal Retirement Fund
Illinois
$619K +$560K +6,443 New
SBF
442
Sara-Bay Financial
Florida
$609K +$5.47K +63 +1%
SBIA
443
Sheaff Brock Investment Advisors
Indiana
$605K -$139K -1,600 -20%
FMII
444
Farmers & Merchants Investments Inc
Nebraska
$605K -$13.1K -151 -2%
Federated Hermes
445
Federated Hermes
Pennsylvania
$597K +$242K +2,789 +81%
ACM
446
AlphaCrest Capital Management
New York
$589K -$514K -5,923 -49%
ECM
447
ExodusPoint Capital Management
New York
$586K +$529K +6,091 New
VFA
448
Values First Advisors
Tennessee
$582K +$20.9K +241 +4%
EP
449
Edgestream Partners
New Jersey
$582K +$526K +6,057 New
Assenagon Asset Management
450
Assenagon Asset Management
Luxembourg
$581K -$108K -1,244 -17%