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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AFA
526
American Financial Advisors
Georgia
$1.94M -$385K -2,340 -18%
PS
527
Principal Securities
Iowa
$1.93M +$95.2K +579 +6%
CA
528
Cullinan Associates
Kentucky
$1.91M +$247K +1,500 +16%
WG
529
Welch Group
Alabama
$1.91M
BP
530
Ballentine Partners
Massachusetts
$1.9M +$152K +924 +9%
PAM
531
Paradigm Asset Management
New York
$1.88M
Baird Financial Group
532
Baird Financial Group
Wisconsin
$1.88M -$55.9K -340 -3%
TE
533
Tema ETFs
New York
$1.82M +$1.68M +10,214 New
A
534
AlphaQuest
New York
$1.81M +$237K +1,442 +17%
GIM
535
Glenmede Investment Management
Pennsylvania
$1.8M +$17.3K +105 +1%
NRI
536
NFP Retirement Inc
California
$1.8M -$15.8K -96 -0.9%
AAIM
537
American Assets Investment Management
California
$1.78M
WC
538
Westerkirk Capital
$1.78M
BPIM
539
Brant Point Investment Management
New York
$1.78M +$1.64M +10,000 New
MUAMU
540
Mitsubishi UFJ Asset Management (UK)
United Kingdom
$1.78M +$1.64M +10,000 New
CBA
541
Coastal Bridge Advisors
Connecticut
$1.78M -$5.09K -31 -0.3%
DWA
542
Dorsey Wright & Associates
California
$1.78M -$5.26K -32 -0.3%
IMRF
543
Illinois Municipal Retirement Fund
Illinois
$1.75M -$839K -5,102 -34%
FRA
544
Frank Rimerman Advisors
California
$1.74M +$9.04K +55 +0.6%
SI
545
Stephens Inc
Arkansas
$1.72M +$26.6K +162 +2%
GT
546
Greenleaf Trust
Michigan
$1.72M -$12.7K -77 -0.8%
APIM
547
Agate Pass Investment Management
Washington
$1.71M -$16.4K -100 -1%
IWC
548
Integrated Wealth Concepts
Massachusetts
$1.71M +$282K +1,715 +22%
MOS
549
MGO One Seven
Ohio
$1.71M +$303K +1,842 +24%
IFG
550
Independent Financial Group
California
$1.69M -$115K -700 -7%