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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CFGS
576
Concourse Financial Group Securities
Alabama
$780K +$14.7K +112 +2%
PSF
577
Pacific Sun Financial
California
$774K – – –
FC
578
Fulcrum Capital
Washington
$772K -$31.8K -242 -4%
MWM
579
Manske Wealth Management
Texas
$770K +$802K +6,113 New
DCM
580
Dudley Capital Management
Virginia
$766K – – –
EFG
581
Everhart Financial Group
Ohio
$765K +$20K +152 +3%
BP
582
Ballentine Partners
Massachusetts
$747K +$43.2K +329 +6%
MAS
583
Madden Advisory Services
Florida
$738K -$53.9K -411 -7%
SAM
584
Smartleaf Asset Management
Massachusetts
$730K +$118K +897 +18%
AIP
585
Ameritas Investment Partners
Nebraska
$726K -$12.7K -97 -2%
KWM
586
Kingsview Wealth Management
Oregon
$721K +$99K +754 +15%
TYCC
587
Texas Yale Capital Corp
Florida
$720K +$22.2K +169 +3%
FPAS
588
Focus Partners Advisor Solutions
Missouri
$718K +$22.8K +174 +3%
GLA
589
Good Life Advisors
Pennsylvania
$715K +$75K +571 +11%
CAM
590
Cresset Asset Management
Illinois
$713K +$742K +5,654 New
AFG
591
Atomi Financial Group
New York
$710K +$80.6K +614 +12%
IWA
592
IBEX Wealth Advisors
New Jersey
$705K +$734K +5,592 New
Federated Hermes
593
Federated Hermes
Pennsylvania
$699K -$1.56M -11,872 -68%
QT
594
Quantbot Technologies
New York
$698K +$727K +5,536 New
CA
595
Commerzbank Aktiengesellschaft
Germany
$697K +$155K +1,180 +27%
LK
596
Lumbard & Kellner
New Hampshire
$693K – – –
EI
597
Ellevest Inc
New York
$692K +$138K +1,049 +24%
RBI
598
Raiffeisen Bank International
Austria
$689K +$724K +5,513 New
NP
599
NorthRock Partners
Minnesota
$675K -$63.9K -487 -8%
RPCONE
600
Retirement Planning Company of New England
Rhode Island
$675K +$1.57K +12 +0.2%