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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
FMAEN1
451
Fund Management at Engine No 1
California
$608K +$78.1K +950 +15%
SFG
452
Summit Financial Group
West Virginia
$594K -$8.31K -101 -1%
SPA
453
Sherbrooke Park Advisers
New York
$592K -$144K -1,747 -19%
MAS
454
Meeder Advisory Services
Ohio
$584K -$27.6K -336 -4%
HI
455
Horizon Investments
North Carolina
$583K +$50.6K +615 +9%
MAS
456
Madden Advisory Services
Florida
$579K -$35.7K -434 -6%
FFA
457
Fairfield Financial Advisors
Massachusetts
$575K +$299K +3,633 +107%
FMII
458
Farmers & Merchants Investments Inc
Nebraska
$572K +$822 +10 +0.1%
PSF
459
Pacific Sun Financial
California
$571K -$22.2K -270 -4%
VSQM
460
V-Square Quantitative Management
Illinois
$564K +$225K +2,741 +66%
KWA
461
Kingswood Wealth Advisors
California
$557K +$559K +6,794 New
GSWM
462
Greenup Street Wealth Management
Michigan
$538K
ETC
463
Exchange Traded Concepts
Oklahoma
$536K +$26.6K +324 +5%
SI
464
Stephens Inc
Arkansas
$529K -$63.8K -776 -11%
SFA
465
Sequoia Financial Advisors
Ohio
$522K +$9.79K +119 +2%
PIA
466
Panoramic Investment Advisors
Colorado
$518K +$520K +6,325 New
JIC
467
Johnson Investment Counsel
Ohio
$504K +$37.3K +454 +8%
DCM
468
Dudley Capital Management
Virginia
$504K -$8.22K -100 -2%
VAS
469
Vestmark Advisory Solutions
Massachusetts
$496K -$8.14K -99 -2%
1832 Asset Management
470
1832 Asset Management
Ontario, Canada
$492K
AIP
471
Ameritas Investment Partners
Nebraska
$488K
RPCONE
472
Retirement Planning Company of New England
Rhode Island
$479K -$82.4K -1,002 -15%
BEI
473
Benjamin Edwards Inc
Missouri
$477K +$48.9K +595 +11%
SWP
474
Stratos Wealth Partners
Ohio
$472K +$171K +2,084 +57%
HI
475
Hendershot Investments
Virginia
$470K -$15.2K -185 -3%