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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
476
Cary Street Partners Investment Advisory
Virginia
$297K +$155K +2,557 +126%
PCS
477
Personal CFO Solutions
New Jersey
$296K -$12.7K -209 -4%
CCC
478
Crescent Capital Consulting
Louisiana
$296K +$278K +4,586 New
GLA
479
Good Life Advisors
Pennsylvania
$289K +$8.07K +133 +3%
IA
480
IFP Advisors
Florida
$286K -$53.9K -888 -17%
V
481
Veritable
Delaware
$286K -$24.6K -405 -8%
PFBT
482
Parkside Financial Bank & Trust
Missouri
$286K -$16.4K -270 -6%
NA
483
NewEdge Advisors
Louisiana
$283K -$39.9K -658 -13%
JSL
484
JT Stratford LLC
Georgia
$283K +$23.7K +390 +10%
Vanguard Personalized Indexing Management
485
Vanguard Personalized Indexing Management
California
$278K +$20.2K +333 +8%
KFS
486
Kurt F. Somerville
$276K -$96.8K -1,595 -27%
DCM
487
Donaldson Capital Management
Indiana
$276K -$62.3K -1,026 -19%
BG
488
Bollard Group
Massachusetts
$276K
CNC
489
Canandaigua National Corp
New York
$271K -$42K -692 -14%
IWM
490
IHT Wealth Management
Illinois
$271K -$7.77K -128 -3%
ASN
491
Advisory Services Network
Georgia
$270K -$117K -1,921 -31%
FF
492
FourThought Financial
Florida
$269K +$253K +4,168 New
CHA
493
Carmichael Hill & Associates
Maryland
$267K +$425 +7 +0.2%
CCA
494
Checchi Capital Advisers
California
$264K +$4.73K +78 +2%
WS
495
Wedbush Securities
California
$263K +$247K +4,070 New
TMAM
496
Tokio Marine Asset Management
Japan
$262K +$246K +4,061 New
MSAM
497
Moloney Securities Asset Management
Missouri
$261K -$5.58K -92 -2%
LNWWM
498
Laird Norton Wetherby Wealth Management
California
$260K +$244K +4,019 New
CCP
499
Corient Capital Partners
California
$259K +$244K +4,013 New
SWP
500
Stratos Wealth Partners
Ohio
$258K -$49.3K -813 -17%