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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CCM
451
Coldstream Capital Management
Washington
$440K +$67K +923 +18%
SFA
452
Sequoia Financial Advisors
Ohio
$437K -$7.62K -105 -2%
UB
453
UMB Bank
Missouri
$425K -$34K -469 -7%
IWM
454
IHT Wealth Management
Illinois
$420K -$83.6K -1,152 -16%
WEG
455
World Equity Group
Illinois
$418K +$334K +4,604 New
AIP
456
Ameritas Investment Partners
Nebraska
$416K
FMAEN1
457
Fund Management at Engine No 1
California
$411K +$38.7K +533 +10%
BWP
458
Baldwin Wealth Partners
Massachusetts
$409K
CI
459
Cigna Investments
Connecticut
$407K -$7.62K -105 -2%
JIC
460
Johnson Investment Counsel
Ohio
$405K +$410K +5,656 New
ABC
461
Associated Banc-Corp
Wisconsin
$404K -$94.3K -1,300 -19%
TIMH
462
Tilt Investment Management Holdings
New York
$404K +$23.2K +320 +6%
HT
463
HighTower Trust
Texas
$402K
FCM
464
FJ Capital Management
Virginia
$401K +$104K +1,433 +34%
GT
465
Glenview Trust
Kentucky
$399K -$7.25K -100 -2%
SBF
466
Sara-Bay Financial
Florida
$398K -$104K -1,427 -20%
LK
467
Lumbard & Kellner
New Hampshire
$394K
Jones Financial Companies
468
Jones Financial Companies
Missouri
$387K -$27.6K -380 -7%
Federated Hermes
469
Federated Hermes
Pennsylvania
$384K +$38.8K +535 +11%
FMII
470
Farmers & Merchants Investments Inc
Nebraska
$383K -$61.4K -847 -14%
BWFA
471
Baltimore-Washington Financial Advisors
Maryland
$381K +$385K +5,313 New
DS
472
DRW Securities
Illinois
$377K +$5.37K +74 +1%
FHB
473
First Hawaiian Bank
Hawaii
$369K +$1.16K +16 +0.3%
MOS
474
MGO One Seven
Ohio
$366K +$52.9K +729 +17%
FIBT
475
First International Bank & Trust
North Dakota
$364K -$20.8K -287 -5%