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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
626
Wharton Business Group
Pennsylvania
$209K – – –
NP
627
Nilsine Partners
Colorado
$209K -$11K -134 -5%
RSA
628
River Street Advisors
Illinois
$207K +$207K +2,522 New
WRM
629
Weybosset Research & Management
Rhode Island
$205K – – –
HI
630
Hudock Inc
Pennsylvania
$205K +$576 +7 +0.3%
EAM
631
Erste Asset Management
Austria
$205K -$65.8K -800 -24%
SMA
632
Sage Mountain Advisors
Georgia
$205K -$13.2K -161 -6%
IA
633
IFG Advisory
Georgia
$202K +$202K +2,460 New
SWS
634
SYSTM Wealth Solutions
Illinois
$201K +$202K +2,459 New
FNBOMD
635
First National Bank of Mount Dora
Florida
$201K +$202K +2,455 New
DGAM
636
Desjardins Global Asset Management
Quebec, Canada
$200K -$117K -1,420 -37%
CSC
637
Caldwell Sutter Capital
California
$197K – – –
CG
638
Cutler Group
California
$196K +$48.4K +588 +32%
SPWM
639
Spartan Planning & Wealth Management
North Carolina
$194K +$195K +2,369 New
GWS
640
Glassman Wealth Services
Virginia
$189K +$107K +1,301 +129%
PK
641
Pflug Koory
Nebraska
$181K – – –
PA
642
Parallel Advisors
California
$178K +$8.55K +104 +5%
HFM
643
Harvest Fund Management
China
$169K +$94.7K +1,152 +126%
M
644
MOTCO
Texas
$160K -$164 -2 -0.1%
SWM
645
Spire Wealth Management
Virginia
$150K +$2.06K +25 +1%
NP
646
Ninepoint Partners
Ontario, Canada
$148K -$4.52K -55 -3%
Lazard Asset Management
647
Lazard Asset Management
New York
$146K +$16.9K +205 +13%
CTA
648
Colonial Trust Advisors
South Carolina
$143K – – –
PFBT
649
Parkside Financial Bank & Trust
Missouri
$141K +$7.16K +87 +5%
AF
650
Allworth Financial
California
$139K +$4.69K +57 +3%