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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
GKWIM
501
Gerber Kawasaki Wealth & Investment Management
California
$307K +$283K +3,700 New
WPP
502
Whalerock Point Partners
Rhode Island
$306K – – –
CAM
503
Cresset Asset Management
Illinois
$305K -$93.9K -1,226 -25%
HI
504
Harbour Investments
Wisconsin
$305K -$3.83K -50 -1%
PFO
505
Pathstone Family Office
New Jersey
$305K +$282K +3,678 New
TMAM
506
Tokio Marine Asset Management
Japan
$304K -$24.3K -318 -8%
Luther King Capital Management (LKCM)
507
Luther King Capital Management (LKCM)
Texas
$302K +$278K +3,637 New
SWP
508
Stratos Wealth Partners
Ohio
$301K -$27.7K -362 -9%
KWM
509
Kingsview Wealth Management
Oregon
$301K +$10.2K +133 +4%
SC
510
Scotia Capital
Ontario, Canada
$295K +$44.6K +583 +20%
RIA
511
Regal Investment Advisors
Michigan
$294K +$270K +3,532 New
PCP
512
Proficio Capital Partners
Massachusetts
$293K +$1.07K +14 +0.4%
ACS
513
Archford Capital Strategies
Illinois
$291K -$82.4K -1,076 -23%
KFS
514
Kurt F. Somerville
$291K -$76.6K -1,000 -22%
MFW
515
Mosaic Family Wealth
Missouri
$291K – – –
RHBC
516
R.H. Bluestein & Co
Michigan
$291K – – –
RFC
517
Regions Financial Corp
Alabama
$289K -$19.1K -250 -7%
FLPIM
518
F.L. Putnam Investment Management
Massachusetts
$285K -$9.88K -129 -4%
FNBT
519
FineMark National Bank & Trust
Florida
$285K +$6.12K +80 +2%
TI
520
Tidal Investments
Wisconsin
$284K +$261K +3,412 New
CGL
521
Clarius Group LLC
Washington
$283K +$3.29K +43 +1%
SS
522
Simplicity Solutions
Minnesota
$282K +$41.2K +538 +19%
APA
523
American Portfolios Advisors
New York
$279K -$8.11K -106 -3%
TA
524
Tectonic Advisors
Texas
$269K +$247K +3,233 New
SWA
525
SFMG Wealth Advisors
Texas
$267K – – –