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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AF
601
Allworth Financial
California
$666K +$186K +1,416 +39%
SBF
602
Sara-Bay Financial
Florida
$662K -$6.83K -52 -1%
OAM
603
Ostrum Asset Management
France
$657K +$11.3K +86 +2%
FTWA
604
Fifth Third Wealth Advisors
Ohio
$648K -$10.4K -79 -2%
IWM
605
IHT Wealth Management
Illinois
$641K -$192K -1,461 -22%
FIA
606
Foundations Investment Advisors
Arizona
$638K -$1.18K -9 -0.2%
BIA
607
Benchmark Investment Advisors
Illinois
$638K – – –
AWAG
608
ARS Wealth Advisors Group
Florida
$633K – – –
BCM
609
Brookstone Capital Management
Illinois
$631K -$459K -3,495 -41%
LWM
610
LongView Wealth Management
Georgia
$627K -$21.8K -166 -3%
LI
611
LRI Investments
Florida
$624K – – –
Walleye Capital
612
Walleye Capital
New York
$624K -$2.44M -18,605 -79%
PI
613
PineBridge Investments
New York
$622K +$648K +4,938 New
MFGM
614
Marshall Financial Group (Maryland)
Maryland
$622K -$22.3K -170 -3%
NFG
615
Nations Financial Group
Iowa
$617K -$1.97K -15 -0.3%
IAG
616
Investment Advisory Group
Massachusetts
$616K +$11.2K +85 +2%
LWAM
617
Legacy Wealth Asset Management
Minnesota
$616K -$8.93K -68 -1%
TBA
618
Tower Bridge Advisors
Pennsylvania
$611K – – –
AWM
619
Apollon Wealth Management
South Carolina
$611K +$95K +724 +18%
DWM
620
Dogwood Wealth Management
Kansas
$611K +$56.4K +430 +10%
IAN
621
Integrated Advisors Network
Texas
$608K +$15.1K +115 +2%
PMA
622
Prudent Man Advisors
Illinois
$602K +$35.6K +271 +6%
PS
623
Principal Securities
Iowa
$599K +$42.1K +321 +7%
ABC
624
Associated Banc-Corp
Wisconsin
$594K – – –
ETC
625
Exchange Traded Concepts
Oklahoma
$591K -$21.4K -163 -3%