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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
451
Spire Wealth Management
Virginia
$439K +$43.7K +509 +11%
OCM
452
Orion Capital Management
California
$436K – – –
WANY
453
Wealthspire Advisors (New York)
New York
$435K +$453K +5,277 New
VWA
454
Visionary Wealth Advisors
Illinois
$431K -$82.9K -965 -16%
TW
455
TrinityPoint Wealth
Connecticut
$426K +$181K +2,111 +69%
Bessemer Group
456
Bessemer Group
New Jersey
$415K +$276K +3,217 +178%
PWW
457
Pettyjohn Wood & White
Virginia
$414K -$20.2K -235 -4%
TU
458
TDAM USA
Ontario, Canada
$412K -$35.3K -411 -8%
JF
459
Jump Financial
Illinois
$412K +$430K +5,000 New
MW
460
Marcum Wealth
Ohio
$411K -$9.45K -110 -2%
TBA
461
Tower Bridge Advisors
Pennsylvania
$400K – – –
IC
462
IEQ Capital
California
$391K +$195K +2,267 +92%
GT
463
Greenleaf Trust
Michigan
$385K +$24.3K +283 +6%
AWAG
464
ARS Wealth Advisors Group
Florida
$384K +$400K +4,658 New
CAM
465
CenterStar Asset Management
Illinois
$383K – – –
EWA
466
EP Wealth Advisors
California
$382K -$153K -1,781 -28%
LNWWM
467
Laird Norton Wetherby Wealth Management
California
$379K +$18K +209 +5%
CCC
468
Crescent Capital Consulting
Louisiana
$378K – – –
IAN
469
Integrated Advisors Network
Texas
$378K +$44.5K +518 +13%
LC
470
LCNB Corp
Ohio
$376K -$15K -175 -4%
PFS
471
Prospera Financial Services
Texas
$372K +$2.23K +26 +0.6%
NA
472
NewEdge Advisors
Louisiana
$371K -$245K -2,846 -39%
PCS
473
Personal CFO Solutions
New Jersey
$371K +$7.13K +83 +2%
OWP
474
Obermeyer Wealth Partners
Colorado
$370K – – –
SWP
475
Stratos Wealth Partners
Ohio
$370K +$74K +861 +24%