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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
526
Proficio Capital Partners
Massachusetts
$251K +$235K +3,507 New
AWA
527
Arkadios Wealth Advisors
Georgia
$250K +$28.7K +428 +14%
APA
528
American Portfolios Advisors
New York
$248K -$21.5K -320 -8%
CGL
529
Clarius Group LLC
Washington
$241K -$336 -5 -0.1%
FNBT
530
FineMark National Bank & Trust
Florida
$240K +$11.1K +166 +5%
GT
531
Glenmede Trust
Pennsylvania
$239K +$6.31K +94 +3%
IAIM
532
International Assets Investment Management
Florida
$239K +$89.5K +1,333 +60%
H
533
HoyleCohen
California
$236K – – –
JF
534
Jump Financial
Illinois
$233K +$218K +3,250 New
SWA
535
SFMG Wealth Advisors
Texas
$230K +$215K +3,209 New
MSAM
536
Moloney Securities Asset Management
Missouri
$227K -$58.8K -876 -22%
Federated Hermes
537
Federated Hermes
Pennsylvania
$226K -$42.9K -639 -17%
EI
538
Ellevest Inc
New York
$223K +$41.2K +613 +24%
CG
539
Cutler Group
California
$223K +$210K +3,120 New
TW
540
TrinityPoint Wealth
Connecticut
$223K +$210K +3,120 New
MC
541
Moors & Cabot
Massachusetts
$222K -$13.4K -200 -6%
MAM
542
Meeder Asset Management
Ohio
$222K +$108K +1,614 +108%
LWAM
543
Legacy Wealth Asset Management
Minnesota
$221K +$207K +3,083 New
GVAG
544
Great Valley Advisor Group
Delaware
$220K -$15K -224 -7%
PI
545
PEAK6 Investments
Illinois
$220K +$206K +3,070 New
SW
546
SVB Wealth
Massachusetts
$219K +$205K +3,058 New
KFGK
547
Keystone Financial Group (Kentucky)
Kentucky
$218K -$24.5K -365 -11%
DAC
548
Dividend Assets Capital
South Carolina
$215K – – –
SCM
549
Shelton Capital Management
Colorado
$214K +$201K +2,992 New
SG
550
Stonnington Group
California
$213K +$201K +3,000 New