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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BHA
526
Beech Hill Advisors
New York
$207K +$206K +3,750 New
DT
527
Diversified Trust
Tennessee
$204K +$204K +3,708 New
MW
528
Marcum Wealth
Ohio
$202K +$202K +3,674 New
Carson Wealth (CWM LLC)
529
Carson Wealth (CWM LLC)
Nebraska
$197K – – –
AssetMark Inc
530
AssetMark Inc
California
$190K +$7.74K +141 +4%
PP
531
Paloma Partners
Connecticut
$189K -$1.75M -31,850 -90%
Acadian Asset Management
532
Acadian Asset Management
Massachusetts
$184K +$117K +2,137 +178%
IA
533
IndexIQ Advisors
New York
$171K +$104K +1,894 +156%
SIAP
534
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$167K -$107K -1,950 -39%
CT
535
Clearstead Trust
Maine
$167K – – –
S
536
Seeyond
France
$151K +$2.96K +54 +2%
PFWA
537
Paces Ferry Wealth Advisors
Georgia
$151K +$150K +2,736 New
QCG
538
Quadrant Capital Group
Ohio
$140K +$85.8K +1,563 +160%
CFA
539
Carroll Financial Associates
North Carolina
$136K – – –
HI
540
Hudock Inc
Pennsylvania
$128K -$6.75K -123 -5%
PS
541
Planned Solutions
California
$127K +$127K +2,307 New
CT
542
Caldwell Trust
Florida
$126K +$29K +529 +30%
FQ
543
First Quadrant
California
$126K – – –
CG
544
Cutler Group
California
$123K -$682K -12,416 -85%
M
545
MOTCO
Texas
$121K -$19.3K -352 -14%
SFS
546
Sowell Financial Services
Arkansas
$120K -$20.6K -376 -15%
CSPIA
547
Cary Street Partners Investment Advisory
Virginia
$112K +$112K +2,036 New
FDCDDQ
548
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K -$5.55K -101 -5%
WT
549
Washington Trust
Rhode Island
$102K +$27.5K +500 +37%
BFEC
550
Benjamin F. Edwards & Company
Missouri
$101K +$13.7K +249 +16%