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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
KWM
601
Kingsview Wealth Management
Oregon
$2M +$323K +1,526 +21%
JWM
602
Jeppson Wealth Management
California
$2M -$21.1K -100 -1%
APIM
603
Agate Pass Investment Management
Washington
$1.99M – – –
XT
604
XTX Topco
Cayman Islands
$1.99M -$4.11M -19,420 -69%
JSSH
605
J. Safra Sarasin Holding
$1.97M -$86.7K -410 -4%
AC
606
AlphaCore Capital
California
$1.96M +$456K +2,158 +33%
VIA
607
Virtus Investment Advisers
Connecticut
$1.95M -$372K -1,760 -17%
FAM
608
Fairtree Asset Management
South Africa
$1.94M +$898K +4,248 +99%
TWM
609
Trueblood Wealth Management
Ohio
$1.93M +$51.4K +243 +3%
SGI
610
Summit Global Investments
Utah
$1.92M +$29.8K +141 +2%
CTA
611
Clear Trail Advisors
Texas
$1.92M +$826K +3,907 +86%
SPC
612
Sigma Planning Corp
Michigan
$1.91M -$35.5K -168 -2%
SCM
613
Schnieders Capital Management
California
$1.89M +$423 +2 +0%
IIA
614
IPG Investment Advisors
California
$1.88M +$1.76M +8,302 New
PI
615
PFG Investments
New York
$1.88M +$56K +265 +3%
SAM
616
Smartleaf Asset Management
Massachusetts
$1.86M – – –
ECM
617
Evergreen Capital Management
Washington
$1.85M -$16.3K -77 -0.9%
VA
618
VestGen Advisors
Illinois
$1.85M +$31.3K +148 +2%
A
619
Allianz
Germany
$1.84M -$33.8K -160 -2%
IMRF
620
Illinois Municipal Retirement Fund
Illinois
$1.83M -$3.6M -17,050 -68%
IMC Chicago
621
IMC Chicago
Illinois
$1.83M +$1.7M +8,055 New
EWA
622
Emergent Wealth Advisors
New York
$1.82M +$25.8K +122 +2%
ANBT
623
American National Bank & Trust
Texas
$1.81M +$126K +594 +8%
WA
624
WESPAC Advisors
California
$1.81M +$1.69M +7,987 New
MG
625
Marex Group
$1.81M +$735K +3,475 +77%