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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
APIM
551
Agate Pass Investment Management
Washington
$871K +$908K +6,915 New
Wolverine Trading
552
Wolverine Trading
Illinois
$869K -$244K -1,858 -21%
BB
553
Busey Bank
Illinois
$867K +$16.7K +127 +2%
RIA
554
Richwood Investment Advisors
Ohio
$860K – – –
LNWWM
555
Laird Norton Wetherby Wealth Management
California
$843K -$151K -1,150 -15%
DW
556
Dodds Wealth
Colorado
$842K – – –
JCIA
557
Jackson Creek Investment Advisors
Colorado
$840K -$31.4K -239 -3%
TC
558
TownSquare Capital
Utah
$837K +$157K +1,196 +22%
GSWM
559
Greenup Street Wealth Management
Michigan
$832K +$525 +4 +0.1%
LFAS
560
Level Four Advisory Services
Texas
$821K +$6.83K +52 +0.8%
GWM
561
Geneos Wealth Management
Colorado
$820K -$41.9K -319 -5%
OTL
562
Oak Thistle LLC
New York
$820K +$854K +6,507 New
WLG
563
Williamson Legacy Group
Indiana
$811K +$844K +6,432 New
AWA
564
Arkadios Wealth Advisors
Georgia
$809K -$8.93K -68 -1%
BHBT
565
Burke & Herbert Bank & Trust
Virginia
$808K – – –
LS
566
Livforsakringsbolaget Skandia
Sweden
$807K +$210K +1,600 +33%
MMG
567
Monetary Management Group
Missouri
$800K -$32.8K -250 -4%
IWC
568
Integrated Wealth Concepts
Massachusetts
$798K +$49.2K +375 +6%
HNB
569
Huntington National Bank
Ohio
$797K +$114K +866 +16%
CI
570
Cigna Investments
Connecticut
$795K +$16.5K +126 +2%
SPC
571
Sigma Planning Corp
Michigan
$791K +$98.7K +752 +14%
ISL
572
Ingalls & Snyder LLC
New York
$787K – – –
VFA
573
Values First Advisors
Tennessee
$786K +$31.4K +239 +4%
FB
574
Finward Bancorp
Indiana
$784K +$817K +6,223 New
B
575
Bailard
California
$783K +$22.7K +173 +3%