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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WPP
526
Whalerock Point Partners
Rhode Island
$316K
NWM
527
Nauset Wealth Management
Connecticut
$315K +$306K +3,669 New
Koshinski Asset Management
528
Koshinski Asset Management
Illinois
$315K +$500 +6 +0.2%
DGAM
529
Desjardins Global Asset Management
Quebec, Canada
$313K +$305K +3,659 New
BC
530
Bowman & Company
Wisconsin
$311K +$301K +3,615 New
EI
531
Ellevest Inc
New York
$309K -$14.8K -178 -5%
GT
532
Glenview Trust
Kentucky
$308K +$22K +264 +8%
KFS
533
Kurt F. Somerville
$300K
MFW
534
Mosaic Family Wealth
Missouri
$300K
RHBC
535
R.H. Bluestein & Co
Michigan
$300K
RC
536
RegentAtlantic Capital
New Jersey
$298K +$14.8K +177 +5%
Federated Hermes
537
Federated Hermes
Pennsylvania
$294K +$117K +1,406 +70%
VI
538
Versor Investments
New York
$292K +$283K +3,400 New
AI
539
Atom Investors
Texas
$289K -$390K -4,683 -58%
MC
540
Moors & Cabot
Massachusetts
$288K -$33.3K -400 -11%
DC
541
Davenport & Co
Virginia
$288K -$26.4K -317 -9%
SW
542
SVB Wealth
Massachusetts
$287K -$357K -4,286 -56%
FLPIM
543
F.L. Putnam Investment Management
Massachusetts
$287K -$20.4K -245 -7%
VFA
544
Valeo Financial Advisors
Indiana
$280K +$6.67K +80 +3%
HKIMG
545
Hutchens & Kramer Investment Management Group
Indiana
$280K +$252K +3,021 New
CCM
546
Coldstream Capital Management
Washington
$279K +$271K +3,248 New
ASN
547
Advisory Services Network
Georgia
$278K +$32.7K +392 +14%
SG
548
Stonnington Group
California
$277K +$17.5K +210 +7%
LWAM
549
Legacy Wealth Asset Management
Minnesota
$274K +$8.75K +105 +3%
NFG
550
Next Financial Group
Texas
$274K +$43.6K +523 +20%