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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PIA
476
Pinion Investment Advisors
Kansas
$422K -$134K -1,970 -24%
BC
477
Brinker Capital
Pennsylvania
$408K -$54K -794 -12%
WAM
478
Wealthspire Advisors (Maryland)
Maryland
$408K
KFA
479
Kelleher Financial Advisors
New York
$408K +$136 +2 +0%
HFS
480
HL Financial Services
Kentucky
$407K -$5.92K -87 -1%
WSCM
481
Wellington Shields Capital Management
New York
$396K
IRF
482
IBM Retirement Fund
New York
$391K -$31.9K -469 -8%
PIA
483
Piedmont Investment Advisors
North Carolina
$388K +$117K +1,717 +44%
DWT
484
Dorsey & Whitney Trust
South Dakota
$386K -$33.1K -486 -8%
9WM
485
9258 Wealth Management
Ohio
$386K +$379K +5,564 New
IA
486
IFG Advisory
Georgia
$385K +$34K +500 +10%
HIC
487
Holderness Investments Company
North Carolina
$383K
MAFM
488
Mid Atlantic Financial Management
Pennsylvania
$383K +$375K +5,518 New
AIM
489
Anchor Investment Management
South Carolina
$382K
LPWM
490
Lake Point Wealth Management
Texas
$372K +$365K +5,361 New
FPS
491
Fieldpoint Private Securities
Connecticut
$370K
EWA
492
ERTS Wealth Advisors
Michigan
$365K +$358K +5,260 New
ACS
493
Archford Capital Strategies
Illinois
$364K -$25.1K -369 -7%
TCM
494
Teza Capital Management
Illinois
$364K +$357K +5,250 New
RFC
495
Regions Financial Corp
Alabama
$357K -$28.8K -424 -8%
FMII
496
Farmers & Merchants Investments Inc
Nebraska
$357K
Teacher Retirement System of Texas
497
Teacher Retirement System of Texas
Texas
$353K -$2.63M -38,716 -88%
BG
498
Bahl & Gaynor
Ohio
$353K
Jane Street
499
Jane Street
New York
$350K +$343K +5,041 New
WAP
500
Wealthcare Advisory Partners
Pennsylvania
$347K -$8.71K -128 -2%