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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
FI
501
FormulaFolio Investments
Michigan
$231K -$30.6K -557 -12%
HI
502
Horizon Investments
North Carolina
$230K -$207K -3,763 -47%
Federated Hermes
503
Federated Hermes
Pennsylvania
$229K -$539K -9,809 -70%
MSAM
504
Moloney Securities Asset Management
Missouri
$228K -$108K -1,966 -32%
CHA
505
Carmichael Hill & Associates
Maryland
$227K
LWM
506
Loveless Wealth Management
Montana
$223K
VFA
507
Valeo Financial Advisors
Indiana
$222K +$16.1K +294 +8%
DP
508
Dearborn Partners
Illinois
$220K -$27.3K -498 -11%
CCA
509
Checchi Capital Advisers
California
$220K -$20.9K -381 -9%
MC
510
Moors & Cabot
Massachusetts
$220K
JSL
511
JT Stratford LLC
Georgia
$220K +$219K +3,990 New
SMC
512
Smith, Moore & Co
Missouri
$219K -$32.2K -586 -13%
Vanguard Personalized Indexing Management
513
Vanguard Personalized Indexing Management
California
$219K +$218K +3,975 New
KA
514
Kintegral Advisory
New York
$218K -$6.97K -127 -3%
BFC
515
Blue Fin Capital
Rhode Island
$218K -$6.21K -113 -3%
ANRIA
516
American National Registered Investment Advisor
Texas
$218K
O
517
Ossiam
France
$215K +$164K +2,987 +325%
TCM
518
Teza Capital Management
Illinois
$210K -$585K -10,653 -74%
RSWM
519
Robertson Stephens Wealth Management
California
$210K -$39.4K -717 -16%
SWM
520
SeaCrest Wealth Management
New York
$209K +$208K +3,787 New
GVAG
521
Great Valley Advisor Group
Delaware
$208K -$93.8K -1,709 -31%
RFC
522
Regions Financial Corp
Alabama
$207K -$27.5K -500 -12%
SBF
523
Sara-Bay Financial
Florida
$207K -$3.84K -70 -2%
BHA
524
Beech Hill Advisors
New York
$207K +$206K +3,750 New
DT
525
Diversified Trust
Tennessee
$204K +$204K +3,708 New