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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
EA
526
Eudaimonia Advisors
Tennessee
$317K +$308K +3,694 New
Carson Wealth (CWM LLC)
527
Carson Wealth (CWM LLC)
Nebraska
$316K +$307K +3,684 New
WPP
528
Whalerock Point Partners
Rhode Island
$316K – – –
NWM
529
Nauset Wealth Management
Connecticut
$315K +$306K +3,669 New
Koshinski Asset Management
530
Koshinski Asset Management
Illinois
$315K +$500 +6 +0.2%
DGAM
531
Desjardins Global Asset Management
Quebec, Canada
$313K +$305K +3,659 New
BC
532
Bowman & Company
Wisconsin
$311K +$301K +3,615 New
EI
533
Ellevest Inc
New York
$309K -$14.8K -178 -5%
GT
534
Glenview Trust
Kentucky
$308K +$22K +264 +8%
KFS
535
Kurt F. Somerville
$300K – – –
MFW
536
Mosaic Family Wealth
Missouri
$300K – – –
RHBC
537
R.H. Bluestein & Co
Michigan
$300K – – –
RC
538
RegentAtlantic Capital
New Jersey
$298K +$14.8K +177 +5%
Federated Hermes
539
Federated Hermes
Pennsylvania
$294K +$117K +1,406 +70%
VI
540
Versor Investments
New York
$292K +$283K +3,400 New
AI
541
Atom Investors
Texas
$289K -$390K -4,683 -58%
MC
542
Moors & Cabot
Massachusetts
$288K -$33.3K -400 -11%
DC
543
Davenport & Co
Virginia
$288K -$26.4K -317 -9%
SW
544
SVB Wealth
Massachusetts
$287K -$357K -4,286 -56%
FLPIM
545
F.L. Putnam Investment Management
Massachusetts
$287K -$20.4K -245 -7%
VFA
546
Valeo Financial Advisors
Indiana
$280K +$6.67K +80 +3%
HKIMG
547
Hutchens & Kramer Investment Management Group
Indiana
$280K +$252K +3,021 New
CCM
548
Coldstream Capital Management
Washington
$279K +$271K +3,248 New
ASN
549
Advisory Services Network
Georgia
$278K +$32.7K +392 +14%
SG
550
Stonnington Group
California
$277K +$17.5K +210 +7%