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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SCM
551
Stevens Capital Management
Pennsylvania
$2.2M -$4.27M -21,627 -66%
HPWM
552
High Point Wealth Management
New Jersey
$2.2M +$340K +1,722 +18%
GS
553
GTS Securities
Florida
$2.2M +$976K +4,940 +80%
OIA
554
OneDigital Investment Advisors
Kansas
$2.19M +$21.5K +109 +1%
CIM
555
Contravisory Investment Management
Massachusetts
$2.18M +$1.11M +5,630 +105%
RFN
556
RDA Financial Network
Iowa
$2.16M +$51K +258 +2%
DC
557
Davenport & Co
Virginia
$2.15M +$712K +3,602 +50%
WG
558
Welch Group
Alabama
$2.12M
BPC
559
Banque Pictet & Cie
Switzerland
$2.11M +$2.11M +10,671 New
HFM
560
Hartford Funds Management
Pennsylvania
$2.11M -$485K -2,455 -19%
RWM
561
Ritholtz Wealth Management
New York
$2.11M +$288K +1,459 +16%
BP
562
Ballentine Partners
Massachusetts
$2.1M -$41.1K -208 -2%
IWC
563
Integrated Wealth Concepts
Massachusetts
$2.09M +$1.03M +5,209 +97%
GT
564
Greenleaf Trust
Michigan
$2.08M +$137K +692 +7%
GBFG
565
Gerald Baker Financial Group
Texas
$2.07M +$2.07M +10,466 New
EFG
566
Everhart Financial Group
Ohio
$2.06M +$288K +1,458 +16%
VIA
567
Virtus Investment Advisers
Connecticut
$2.04M -$53.8K -272 -3%
PF
568
Phoenix Financial
Israel
$2.04M +$636K +3,219 +45%
TE
569
Tema ETFs
New York
$2.02M +$9.68K +49 +0.5%
FRA
570
Frank Rimerman Advisors
California
$2.02M +$63.8K +323 +3%
Walleye Trading
571
Walleye Trading
New York
$2.01M +$2.01M +10,161 New
GFM
572
GF Fund Management
China
$2M -$192K -974 -9%
JIR
573
James Investment Research
Ohio
$2M -$46.6K -236 -2%
Parallax Volatility Advisers
574
Parallax Volatility Advisers
California
$1.99M +$668K +3,378 +54%
AFG
575
Atomi Financial Group
New York
$1.98M +$177K +897 +10%