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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
KWA
576
Kingswood Wealth Advisors
California
$489K +$460K +4,693 New
CCG
577
Cypress Capital Group
Florida
$484K -$19.3K -197 -4%
GIM
578
Gold Investment Management
Alberta, Canada
$483K -$286K -2,915 -39%
PCIA
579
Prime Capital Investment Advisors
Kansas
$482K -$169K -1,725 -27%
AC
580
AlphaCore Capital
California
$472K +$6.76K +69 +2%
SC
581
Syon Capital
California
$470K +$17.2K +176 +4%
CA
582
Clearstead Advisors
Ohio
$470K +$118K +1,208 +37%
PMA
583
Prudent Man Advisors
Illinois
$469K +$23.5K +240 +6%
OWP
584
Obermeyer Wealth Partners
Colorado
$465K
MCM
585
Monument Capital Management
Virginia
$460K -$25.5K -260 -6%
JIC
586
Joel Isaacson & Co
New York
$458K
CCP
587
Carmel Capital Partners
California
$455K +$6.86K +70 +2%
AFG
588
Atomi Financial Group
New York
$454K +$128K +1,305 +43%
WTC
589
WhitTier Trust Company
Nevada
$454K +$112K +1,141 +36%
SA
590
SpiderRock Advisors
Delaware
$451K -$5.39K -55 -1%
MFIM
591
Mesirow Financial Investment Management
Illinois
$447K +$294 +3 +0.1%
WS
592
Wedbush Securities
California
$445K -$14.4K -147 -3%
FAT
593
First American Trust
California
$443K +$1.47K +15 +0.4%
Bessemer Group
594
Bessemer Group
New Jersey
$440K +$10.3K +105 +3%
FCI
595
Financial Counselors Inc
Kansas
$435K -$2.94K -30 -0.7%
DWT
596
Dorsey & Whitney Trust
South Dakota
$434K +$5.98K +61 +1%
PPWP
597
Premier Path Wealth Partners
New Jersey
$433K +$407K +4,151 New
AWM
598
Apollon Wealth Management
South Carolina
$429K -$11K -112 -3%
HCPC
599
Hamilton Capital Partners (Canada)
$428K +$402K +4,103 New
GT
600
Glenview Trust
Kentucky
$426K -$6.96K -71 -2%