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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CCP
501
Corient Capital Partners
California
$259K +$244K +4,013 New
SWP
502
Stratos Wealth Partners
Ohio
$258K -$49.3K -813 -17%
DP
503
Dearborn Partners
Illinois
$258K – – –
KA
504
Kintegral Advisory
New York
$256K – – –
ANRIA
505
American National Registered Investment Advisor
Texas
$255K – – –
PFS
506
Prospera Financial Services
Texas
$255K +$231K +3,803 +2,659%
BFEC
507
Benjamin F. Edwards & Company
Missouri
$254K +$127K +2,094 +114%
RIA
508
Regal Investment Advisors
Michigan
$254K +$238K +3,926 New
SBF
509
Sara-Bay Financial
Florida
$252K +$8.5K +140 +4%
QT
510
Quantamental Technologies
New York
$251K +$236K +3,886 New
NL
511
NWAM LLC
Washington
$250K +$235K +3,875 New
9WM
512
9258 Wealth Management
Ohio
$247K -$55.4K -913 -19%
BFC
513
Blue Fin Capital
Rhode Island
$247K -$7.47K -123 -3%
FC
514
FORA Capital
Florida
$246K +$231K +3,801 New
Federated Hermes
515
Federated Hermes
Pennsylvania
$245K -$22.4K -369 -9%
APA
516
American Portfolios Advisors
New York
$245K -$34.4K -567 -13%
RFC
517
Regions Financial Corp
Alabama
$243K – – –
SEP
518
Southland Equity Partners
Missouri
$242K +$227K +3,745 New
VFA
519
Valeo Financial Advisors
Indiana
$242K -$17.8K -294 -7%
BHA
520
Beech Hill Advisors
New York
$242K – – –
FI
521
FormulaFolio Investments
Michigan
$240K -$29.8K -491 -12%
PAS
522
Park Avenue Securities
New York
$240K +$226K +3,722 New
WPP
523
Whalerock Point Partners
Rhode Island
$238K +$207K +3,411 +1,268%
KWM
524
Kingsview Wealth Management
Oregon
$236K -$56K -923 -20%
RSWM
525
Robertson Stephens Wealth Management
California
$234K -$12K -198 -5%