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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
FFA
426
Fairfield Financial Advisors
Massachusetts
$928K +$285K +3,281 +47%
MCM
427
McKinley Capital Management
Alaska
$928K +$893K +10,288 New
UFF
428
USA Financial Formulas
Michigan
$915K +$880K +10,147 New
Verition Fund Management
429
Verition Fund Management
Connecticut
$903K -$23.7M -273,480 -96%
AAIM
430
American Assets Investment Management
California
$902K
AWM
431
AE Wealth Management
Kansas
$896K +$100K +1,154 +13%
HI
432
Handelsinvest Investeringsforvaltning
Denmark
$895K +$862K +9,931 New
PA
433
Profund Advisors
Maryland
$889K +$193K +2,228 +29%
PAM
434
Panagora Asset Management
Massachusetts
$882K -$11.8K -136 -1%
BB
435
Busey Bank
Illinois
$880K -$63.4K -731 -7%
AAS
436
Avantax Advisory Services
Texas
$879K -$30.5K -352 -3%
SFA
437
Sequoia Financial Advisors
Ohio
$874K +$288K +3,317 +52%
JWM
438
Jeppson Wealth Management
California
$870K -$1.82K -21 -0.2%
Lido Advisors
439
Lido Advisors
California
$839K -$112K -1,294 -12%
GI
440
GAMCO Investors
Connecticut
$834K
Federated Hermes
441
Federated Hermes
Pennsylvania
$834K -$39.8K -459 -5%
NW
442
NewEdge Wealth
Pennsylvania
$828K +$119K +1,375 +18%
WHG
443
Westwood Holdings Group
Texas
$812K
IIM
444
INTECH Investment Management
Florida
$811K
TWM
445
Trueblood Wealth Management
Ohio
$807K +$777K +8,952 New
OIAM
446
OFI Invest Asset Management
France
$789K -$424K -4,886 -34%
HAG
447
HighPoint Advisor Group
Illinois
$782K +$744K +8,571 New
CCA
448
Checchi Capital Advisers
California
$777K +$8.24K +95 +1%
LNWWM
449
Laird Norton Wetherby Wealth Management
California
$776K +$39.8K +459 +6%
1832 Asset Management
450
1832 Asset Management
Ontario, Canada
$775K +$226K +2,600 +43%