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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CFB
476
Cullen/Frost Bankers
Texas
$356K -$18.4K -241 -5%
GT
477
Glenmede Trust
Pennsylvania
$353K +$69.1K +903 +27%
9WM
478
9258 Wealth Management
Ohio
$350K +$29.3K +383 +10%
Federated Hermes
479
Federated Hermes
Pennsylvania
$347K +$78.7K +1,028 +33%
CHA
480
Carmichael Hill & Associates
Maryland
$344K +$459 +6 +0.1%
FAT
481
First American Trust
California
$343K +$316K +4,124 New
IAN
482
Integrated Advisors Network
Texas
$338K +$43.7K +571 +16%
RSWM
483
Robertson Stephens Wealth Management
California
$336K +$26.3K +344 +9%
CCB
484
Cutter & Co Brokerage
Missouri
$335K +$995 +13 +0.3%
KA
485
Kintegral Advisory
New York
$329K
E
486
Ergoteles
New York
$329K +$303K +3,961 New
ANRIA
487
American National Registered Investment Advisor
Texas
$328K
NL
488
NWAM LLC
Washington
$322K
WTC
489
WhitTier Trust Company
Nevada
$321K -$155K -2,025 -34%
SEP
490
Southland Equity Partners
Missouri
$319K +$7.66K +100 +3%
AssetMark Inc
491
AssetMark Inc
California
$319K +$24.6K +322 +9%
UH
492
Unigestion Holding
Switzerland
$317K
AWM
493
Accurate Wealth Management
Florida
$313K +$288K +3,768 New
VFA
494
Valeo Financial Advisors
Indiana
$312K -$1.76K -23 -0.6%
BHA
495
Beech Hill Advisors
New York
$312K
DP
496
Dearborn Partners
Illinois
$310K -$18.4K -240 -6%
CNC
497
Canandaigua National Corp
New York
$310K -$1.53K -20 -0.5%
GKWIM
498
Gerber Kawasaki Wealth & Investment Management
California
$307K +$283K +3,700 New
WPP
499
Whalerock Point Partners
Rhode Island
$306K
CAM
500
Cresset Asset Management
Illinois
$305K -$93.9K -1,226 -25%