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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
DP
501
Dearborn Partners
Illinois
$258K
KA
502
Kintegral Advisory
New York
$256K
ANRIA
503
American National Registered Investment Advisor
Texas
$255K
PFS
504
Prospera Financial Services
Texas
$255K +$231K +3,803 +2,659%
BFEC
505
Benjamin F. Edwards & Company
Missouri
$254K +$127K +2,094 +114%
RIA
506
Regal Investment Advisors
Michigan
$254K +$238K +3,926 New
SBF
507
Sara-Bay Financial
Florida
$252K +$8.5K +140 +4%
QT
508
Quantamental Technologies
New York
$251K +$236K +3,886 New
NL
509
NWAM LLC
Washington
$250K +$235K +3,875 New
9WM
510
9258 Wealth Management
Ohio
$247K -$55.4K -913 -19%
BFC
511
Blue Fin Capital
Rhode Island
$247K -$7.47K -123 -3%
FC
512
FORA Capital
Florida
$246K +$231K +3,801 New
Federated Hermes
513
Federated Hermes
Pennsylvania
$245K -$22.4K -369 -9%
APA
514
American Portfolios Advisors
New York
$245K -$34.4K -567 -13%
RFC
515
Regions Financial Corp
Alabama
$243K
SEP
516
Southland Equity Partners
Missouri
$242K +$227K +3,745 New
VFA
517
Valeo Financial Advisors
Indiana
$242K -$17.8K -294 -7%
BHA
518
Beech Hill Advisors
New York
$242K
FI
519
FormulaFolio Investments
Michigan
$240K -$29.8K -491 -12%
PAS
520
Park Avenue Securities
New York
$240K +$226K +3,722 New
WPP
521
Whalerock Point Partners
Rhode Island
$238K +$207K +3,411 +1,268%
KWM
522
Kingsview Wealth Management
Oregon
$236K -$56K -923 -20%
RSWM
523
Robertson Stephens Wealth Management
California
$234K -$12K -198 -5%
GT
524
Greenleaf Trust
Michigan
$234K +$220K +3,621 New
CCB
525
Cutter & Co Brokerage
Missouri
$227K -$47.9K -790 -18%