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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AAIM
451
American Assets Investment Management
California
$1.04M
CAS
452
CTC Alternative Strategies
Illinois
$1.04M +$980K +9,997 New
AACA
453
American Assets Capital Advisers
California
$1.02M +$956K +9,753 New
QIM
454
Quantitative Investment Management
Virginia
$1.02M +$955K +9,746 New
NA
455
NewEdge Advisors
Louisiana
$1.01M +$83.1K +848 +10%
JWM
456
Jeppson Wealth Management
California
$1M -$980 -10 -0.1%
GWMR
457
GC Wealth Management RIA
Massachusetts
$995K +$616K +6,286 +193%
FRA
458
Frank Rimerman Advisors
California
$994K +$931K +9,500 +27,143%
DT
459
Diversified Trust
Tennessee
$994K +$547K +5,579 +141%
Nomura Holdings
460
Nomura Holdings
Japan
$980K +$489K +4,986 +113%
EF
461
Empowered Funds
Pennsylvania
$980K +$199K +2,033 +28%
AAM
462
Azzad Asset Management
Virginia
$976K +$322K +3,286 +54%
Federated Hermes
463
Federated Hermes
Pennsylvania
$973K +$144K +1,470 +19%
GFA
464
Gallagher Fiduciary Advisors
Illinois
$973K +$111K +1,137 +14%
CCA
465
Checchi Capital Advisers
California
$971K +$18.7K +191 +2%
Baird Financial Group
466
Baird Financial Group
Wisconsin
$967K -$123K -1,255 -12%
CCM
467
Coldstream Capital Management
Washington
$967K +$108K +1,104 +14%
PA
468
Profund Advisors
Maryland
$966K +$89.7K +915 +11%
S
469
SignatureFD
Georgia
$964K +$13.9K +142 +2%
CW
470
CreativeOne Wealth
Kansas
$956K +$299K +3,053 +50%
AA
471
Ancora Advisors
Ohio
$955K -$130K -1,325 -13%
TWM
472
Trueblood Wealth Management
Ohio
$945K +$98 +1 +0%
GT
473
Greenleaf Trust
Michigan
$940K +$108K +1,107 +14%
TL
474
Tradewinds LLC
North Carolina
$932K +$876K +8,938 New
PCM
475
Penserra Capital Management
California
$926K +$60K +612 +7%