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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
451
Visionary Wealth Advisors
Illinois
$431K -$82.9K -965 -16%
TW
452
TrinityPoint Wealth
Connecticut
$426K +$181K +2,111 +69%
Bessemer Group
453
Bessemer Group
New Jersey
$415K +$276K +3,217 +178%
PWW
454
Pettyjohn Wood & White
Virginia
$414K -$20.2K -235 -4%
TU
455
TDAM USA
Ontario, Canada
$412K -$35.3K -411 -8%
JF
456
Jump Financial
Illinois
$412K +$430K +5,000 New
MW
457
Marcum Wealth
Ohio
$411K -$9.45K -110 -2%
TBA
458
Tower Bridge Advisors
Pennsylvania
$400K
IC
459
IEQ Capital
California
$391K +$195K +2,267 +92%
GT
460
Greenleaf Trust
Michigan
$385K +$24.3K +283 +6%
AWAG
461
ARS Wealth Advisors Group
Florida
$384K +$400K +4,658 New
CAM
462
CenterStar Asset Management
Illinois
$383K
EWA
463
EP Wealth Advisors
California
$382K -$153K -1,781 -28%
LNWWM
464
Laird Norton Wetherby Wealth Management
California
$379K +$18K +209 +5%
CCC
465
Crescent Capital Consulting
Louisiana
$378K
IAN
466
Integrated Advisors Network
Texas
$378K +$44.5K +518 +13%
LC
467
LCNB Corp
Ohio
$376K -$15K -175 -4%
PFS
468
Prospera Financial Services
Texas
$372K +$2.23K +26 +0.6%
NA
469
NewEdge Advisors
Louisiana
$371K -$245K -2,846 -39%
PCS
470
Personal CFO Solutions
New Jersey
$371K +$7.13K +83 +2%
OWP
471
Obermeyer Wealth Partners
Colorado
$370K
SWP
472
Stratos Wealth Partners
Ohio
$370K +$74K +861 +24%
CCA
473
Checchi Capital Advisers
California
$369K +$9.71K +113 +3%
IWM
474
IHT Wealth Management
Illinois
$366K -$25.4K -295 -6%
TMAM
475
Tokio Marine Asset Management
Japan
$366K +$66.9K +778 +21%