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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
501
Concourse Financial Group Securities
Alabama
$531K +$209K +2,413 +69%
ETC
502
Exchange Traded Concepts
Oklahoma
$527K -$60.3K -695 -11%
CA
503
Commerzbank Aktiengesellschaft
Germany
$526K -$214K -2,461 -30%
Bank Julius Baer & Co
504
Bank Julius Baer & Co
Switzerland
$523K +$406K +4,684 +420%
SFI
505
Siemens Fonds Invest
Germany
$523K +$144K +1,656 +40%
JIC
506
Johnson Investment Counsel
Ohio
$521K -$33.4K -385 -6%
VFA
507
Values First Advisors
Tennessee
$519K -$245K -2,820 -33%
HI
508
Hendershot Investments
Virginia
$518K – – –
DT
509
Diversified Trust
Tennessee
$515K +$168K +1,933 +51%
CI
510
Cigna Investments
Connecticut
$513K +$33.1K +381 +7%
Jones Financial Companies
511
Jones Financial Companies
Missouri
$510K +$7.98K +92 +2%
NP
512
NorthRock Partners
Minnesota
$508K +$489K +5,634 New
HWM
513
HB Wealth Management
Georgia
$507K +$50.1K +577 +11%
QI
514
Qtron Investments
Massachusetts
$501K +$482K +5,559 New
DWM
515
Dakota Wealth Management
Florida
$501K +$482K +5,558 New
CG
516
Caprock Group
Idaho
$500K +$481K +5,548 New
DC
517
Davenport & Co
Virginia
$499K +$62.8K +724 +15%
LK
518
Lumbard & Kellner
New Hampshire
$496K – – –
IWA
519
IBEX Wealth Advisors
New Jersey
$495K -$57.5K -663 -12%
GT
520
Glenmede Trust
Pennsylvania
$494K +$26.9K +310 +6%
MFIM
521
Mesirow Financial Investment Management
Illinois
$493K +$475K +5,472 New
EF
522
Empowered Funds
Pennsylvania
$493K +$104K +1,202 +28%
CW
523
CreativeOne Wealth
Kansas
$486K +$215K +2,473 +85%
FCI
524
Financial Counselors Inc
Kansas
$478K -$445K -5,130 -49%
BEI
525
Benjamin Edwards Inc
Missouri
$477K -$45.8K -528 -9%