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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
551
Proficio Capital Partners
Massachusetts
$418K -$27.4K -316 -6%
PMA
552
Prudent Man Advisors
Illinois
$415K -$4.17K -48 -1%
CCG
553
Cypress Capital Group
Florida
$414K +$36.9K +425 +10%
EI
554
Ellevest Inc
New York
$413K +$398K +4,582 New
GT
555
Glenview Trust
Kentucky
$409K -$31.2K -360 -7%
GBWM
556
Granite Bay Wealth Management
New Hampshire
$406K -$1.25M -14,420 -75%
LWAM
557
Legacy Wealth Asset Management
Minnesota
$405K +$79K +910 +25%
QIM
558
Quantitative Investment Management
Virginia
$403K +$388K +4,474 New
OWP
559
Obermeyer Wealth Partners
Colorado
$402K
Acadian Asset Management
560
Acadian Asset Management
Massachusetts
$401K +$388K +4,469 New
JIC
561
Joel Isaacson & Co
New York
$396K
AC
562
AlphaCore Capital
California
$395K
SEP
563
Southland Equity Partners
Missouri
$395K -$6.33K -73 -2%
MNBTD
564
Moody National Bank Trust Division
Texas
$389K -$427K -4,926 -53%
LF
565
LifePlan Financial
Minnesota
$388K +$373K +4,302 New
AWM
566
Apollon Wealth Management
South Carolina
$387K +$17.1K +197 +5%
AC
567
Abbrea Capital
California
$386K
OAM
568
Ostrum Asset Management
France
$385K -$2.03M -23,451 -85%
SIA
569
Schechter Investment Advisors
Michigan
$382K +$29.4K +339 +9%
FAT
570
First American Trust
California
$380K +$6.51K +75 +2%
PWW
571
Pettyjohn Wood & White
Virginia
$379K -$36.9K -425 -9%
FMLI
572
Fukoku Mutual Life Insurance
Japan
$375K
IAS
573
Investment Advisory Services
Texas
$375K -$3.9K -45 -1%
EFG
574
Everhart Financial Group
Ohio
$374K +$52K +599 +17%
Koshinski Asset Management
575
Koshinski Asset Management
Illinois
$370K +$126K +1,458 +55%