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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
476
Monetary Management Group
Missouri
$683K – – –
GIM
477
Gold Investment Management
Alberta, Canada
$681K +$655K +7,555 New
DW
478
Dodds Wealth
Colorado
$679K +$653K +7,529 New
SC
479
Savant Capital
Illinois
$653K +$312K +3,591 +98%
RIA
480
Richwood Investment Advisors
Ohio
$651K -$52.9K -610 -8%
AWA
481
Arkadios Wealth Advisors
Georgia
$638K -$274K -3,163 -31%
VAS
482
Vestmark Advisory Solutions
Massachusetts
$636K +$87.1K +1,004 +17%
FMII
483
Farmers & Merchants Investments Inc
Nebraska
$630K +$434 +5 +0.1%
SFG
484
Summit Financial Group
West Virginia
$628K -$24.9K -287 -4%
PSF
485
Pacific Sun Financial
California
$621K -$6.94K -80 -1%
SI
486
Stephens Inc
Arkansas
$617K +$33.6K +387 +6%
FC
487
Fulcrum Capital
Washington
$602K -$226K -2,609 -28%
MAS
488
Madden Advisory Services
Florida
$597K -$38.7K -446 -6%
GSWM
489
Greenup Street Wealth Management
Michigan
$592K – – –
ISL
490
Ingalls & Snyder LLC
New York
$584K -$117K -1,350 -17%
PIA
491
Panoramic Investment Advisors
Colorado
$561K -$8.68K -100 -2%
WAM
492
Weiss Asset Management
Massachusetts
$557K +$536K +6,179 New
AIP
493
Ameritas Investment Partners
Nebraska
$557K +$19.2K +221 +4%
DCM
494
Dudley Capital Management
Virginia
$555K – – –
PCIA
495
Prime Capital Investment Advisors
Kansas
$552K +$205K +2,360 +63%
RPCONE
496
Retirement Planning Company of New England
Rhode Island
$550K +$22.1K +255 +4%
KWA
497
Kingswood Wealth Advisors
California
$550K -$60.6K -699 -10%
AAM
498
Azzad Asset Management
Virginia
$543K +$523K +6,027 New
Lazard Asset Management
499
Lazard Asset Management
New York
$534K +$359K +4,139 +231%
B
500
Bailard
California
$534K +$90.6K +1,044 +21%