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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CCA
476
Checchi Capital Advisers
California
$363K +$459 +6 +0.1%
APP
477
Alpha Paradigm Partners
Illinois
$362K +$334K +4,359 New
PFBT
478
Parkside Financial Bank & Trust
Missouri
$360K +$10.6K +138 +3%
CFB
479
Cullen/Frost Bankers
Texas
$356K -$18.4K -241 -5%
GT
480
Glenmede Trust
Pennsylvania
$353K +$69.1K +903 +27%
9WM
481
9258 Wealth Management
Ohio
$350K +$29.3K +383 +10%
Federated Hermes
482
Federated Hermes
Pennsylvania
$347K +$78.7K +1,028 +33%
CHA
483
Carmichael Hill & Associates
Maryland
$344K +$459 +6 +0.1%
FAT
484
First American Trust
California
$343K +$316K +4,124 New
IAN
485
Integrated Advisors Network
Texas
$338K +$43.7K +571 +16%
RSWM
486
Robertson Stephens Wealth Management
California
$336K +$26.3K +344 +9%
CCB
487
Cutter & Co Brokerage
Missouri
$335K +$995 +13 +0.3%
KA
488
Kintegral Advisory
New York
$329K – – –
E
489
Ergoteles
New York
$329K +$303K +3,961 New
ANRIA
490
American National Registered Investment Advisor
Texas
$328K – – –
NL
491
NWAM LLC
Washington
$322K – – –
WTC
492
WhitTier Trust Company
Nevada
$321K -$155K -2,025 -34%
SEP
493
Southland Equity Partners
Missouri
$319K +$7.66K +100 +3%
AssetMark Inc
494
AssetMark Inc
California
$319K +$24.6K +322 +9%
UH
495
Unigestion Holding
Switzerland
$317K – – –
AWM
496
Accurate Wealth Management
Florida
$313K +$288K +3,768 New
VFA
497
Valeo Financial Advisors
Indiana
$312K -$1.76K -23 -0.6%
BHA
498
Beech Hill Advisors
New York
$312K – – –
DP
499
Dearborn Partners
Illinois
$310K -$18.4K -240 -6%
CNC
500
Canandaigua National Corp
New York
$310K -$1.53K -20 -0.5%