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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MW
526
Marcum Wealth
Ohio
$202K +$202K +3,674 New
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$197K
AssetMark Inc
528
AssetMark Inc
California
$190K +$7.74K +141 +4%
PP
529
Paloma Partners
Connecticut
$189K -$1.75M -31,850 -90%
Acadian Asset Management
530
Acadian Asset Management
Massachusetts
$184K +$117K +2,137 +178%
IA
531
IndexIQ Advisors
New York
$171K +$104K +1,894 +156%
SIAP
532
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$167K -$107K -1,950 -39%
CT
533
Clearstead Trust
Maine
$167K
S
534
Seeyond
France
$151K +$2.96K +54 +2%
PFWA
535
Paces Ferry Wealth Advisors
Georgia
$151K +$150K +2,736 New
QCG
536
Quadrant Capital Group
Ohio
$140K +$85.8K +1,563 +160%
CFA
537
Carroll Financial Associates
North Carolina
$136K
HI
538
Hudock Inc
Pennsylvania
$128K -$6.75K -123 -5%
PS
539
Planned Solutions
California
$127K +$127K +2,307 New
CT
540
Caldwell Trust
Florida
$126K +$29K +529 +30%
FQ
541
First Quadrant
California
$126K
CG
542
Cutler Group
California
$123K -$682K -12,416 -85%
M
543
MOTCO
Texas
$121K -$19.3K -352 -14%
SFS
544
Sowell Financial Services
Arkansas
$120K -$20.6K -376 -15%
CSPIA
545
Cary Street Partners Investment Advisory
Virginia
$112K +$112K +2,036 New
FDCDDQ
546
Federation des caisses Desjardins du Quebec
Quebec, Canada
$104K -$5.55K -101 -5%
WT
547
Washington Trust
Rhode Island
$102K +$27.5K +500 +37%
BFEC
548
Benjamin F. Edwards & Company
Missouri
$101K +$13.7K +249 +16%
EI
549
Ellevest Inc
New York
$101K +$27.8K +507 +38%
LWM
550
Liberty Wealth Management
California
$100K -$824 -15 -0.8%