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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
NW
451
NewEdge Wealth
Pennsylvania
$499K +$539K +6,061 New
DGAM
452
Desjardins Global Asset Management
Quebec, Canada
$489K +$214K +2,409 +68%
TMAM
453
Tokio Marine Asset Management
Japan
$484K +$64.2K +721 +14%
B
454
Bailard
California
$481K +$2.22K +25 +0.4%
CI
455
Cigna Investments
Connecticut
$480K -$165K -1,853 -24%
VFA
456
Values First Advisors
Tennessee
$479K -$21.1K -237 -4%
ACP
457
Aviance Capital Partners
Florida
$475K +$513K +5,770 New
ARMC
458
American Research & Management Company
Massachusetts
$469K – – –
LNWWM
459
Laird Norton Wetherby Wealth Management
California
$468K +$57K +641 +13%
AIP
460
Ameritas Investment Partners
Nebraska
$464K +$8.01K +90 +2%
LFAS
461
Level Four Advisory Services
Texas
$462K +$16.9K +190 +4%
FCI
462
Financial Counselors Inc
Kansas
$461K – – –
LK
463
Lumbard & Kellner
New Hampshire
$453K -$388K -4,355 -44%
OCM
464
Orion Capital Management
California
$436K – – –
GRP
465
Global Retirement Partners
California
$436K +$178 +2 +0%
FIM
466
Freedom Investment Management
Connecticut
$432K +$81K +910 +21%
IWC
467
Integrated Wealth Concepts
Massachusetts
$432K +$467K +5,245 New
IAS
468
Investment Advisory Services
Texas
$429K -$51K -573 -10%
BIA
469
Benchmark Investment Advisors
Illinois
$417K – – –
KOC
470
Koss-Olinger Consulting
Florida
$413K -$296K -3,325 -40%
GT
471
Greenleaf Trust
Michigan
$411K -$48K -540 -10%
Bank Julius Baer & Co
472
Bank Julius Baer & Co
Switzerland
$407K +$342K +3,839 +349%
IAG
473
Investment Advisory Group
Massachusetts
$404K – – –
AWAG
474
ARS Wealth Advisors Group
Florida
$404K +$22.2K +250 +5%
GT
475
Glenview Trust
Kentucky
$401K +$12.1K +136 +3%