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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
VWA
576
V Wealth Advisors
Kansas
$206K -$3.95K -46 -2%
AA
577
AlphaCentric Advisors
Puerto Rico
$206K +$215K +2,500 New
WKWM
578
Walter & Keenan Wealth Management
Indiana
$205K +$213K +2,484 New
JWCA
579
J.W. Cole Advisors
Florida
$204K – – –
FNBOMD
580
First National Bank of Mount Dora
Florida
$202K – – –
MIM
581
MTM Investment Management
South Carolina
$202K – – –
BFC
582
Blue Fin Capital
Rhode Island
$201K – – –
BU
583
BBVA USA
Alabama
$201K +$12.5K +145 +6%
CG
584
Caprock Group
Idaho
$200K +$208K +2,424 New
HI
585
Hudock Inc
Pennsylvania
$194K +$516 +6 +0.3%
DMBA
586
Deseret Mutual Benefit Administrators
Utah
$192K -$61.3K -713 -23%
EVM
587
Eaton Vance Management
Massachusetts
$187K -$109K -1,271 -13%
COCM
588
Charter Oak Capital Management
New Hampshire
$184K – – –
PK
589
Pflug Koory
Nebraska
$183K – – –
MAM
590
Meeder Asset Management
Ohio
$183K +$10.4K +121 +6%
BWL
591
Bogart Wealth LLC
Virginia
$180K -$19.3K -225 -9%
SIAP
592
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$179K -$43K -500 -19%
PA
593
Parallel Advisors
California
$168K +$35.2K +410 +25%
Federated Hermes
594
Federated Hermes
Pennsylvania
$166K -$185K -2,158 -52%
BCA
595
Berman Capital Advisors
Georgia
$159K +$58.5K +681 +54%
NIM
596
NuWave Investment Management
New Jersey
$158K +$165K +1,919 New
FDCDDQ
597
Federation des caisses Desjardins du Quebec
Quebec, Canada
$156K – – –
LWM
598
Liberty Wealth Management
California
$153K +$2.92K +34 +2%
FHA
599
First Horizon Advisors
Tennessee
$150K +$42.7K +497 +38%
M
600
MOTCO
Texas
$149K – – –