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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
DC
626
Davenport & Co
Virginia
$589K -$236K -1,796 -28%
SIA
627
Schechter Investment Advisors
Michigan
$587K +$15.1K +115 +3%
PIA
628
Panoramic Investment Advisors
Colorado
$586K – – –
Verition Fund Management
629
Verition Fund Management
Connecticut
$584K -$867K -6,605 -59%
PA
630
Parallel Advisors
California
$577K +$94.6K +721 +19%
QI
631
Qtron Investments
Massachusetts
$573K – – –
CCP
632
Carmel Capital Partners
California
$572K +$7.88K +60 +1%
DWT
633
Dorsey & Whitney Trust
South Dakota
$572K +$17.5K +133 +3%
AC
634
AlphaCore Capital
California
$570K -$15.5K -118 -3%
ACA
635
Aptus Capital Advisors
Alabama
$568K +$159K +1,213 +37%
CA
636
Clearstead Advisors
Ohio
$566K -$11.6K -88 -2%
GIM
637
Gold Investment Management
Alberta, Canada
$565K -$6.96K -53 -1%
OWP
638
Obermeyer Wealth Partners
Colorado
$562K – – –
SC
639
Syon Capital
California
$555K -$16.5K -126 -3%
JIC
640
Joel Isaacson & Co
New York
$554K – – –
SFO
641
Stokes Family Office
Louisiana
$553K +$576K +4,387 New
SEP
642
Southland Equity Partners
Missouri
$550K +$90.8K +692 +19%
HAG
643
HF Advisory Group
Maryland
$548K -$102K -776 -15%
PPWP
644
Premier Path Wealth Partners
New Jersey
$548K +$18.2K +139 +3%
KRSITF
645
Kentucky Retirement Systems Insurance Trust Fund
Kentucky
$548K -$907K -6,911 -40%
FAT
646
First American Trust
California
$544K +$3.41K +26 +0.6%
SF
647
Summit Financial
New Jersey
$544K +$241K +1,839 +74%
GRP
648
Global Retirement Partners
California
$544K -$23.1K -176 -4%
SWP
649
Sagespring Wealth Partners
Tennessee
$543K +$565K +4,308 New
MFIM
650
Mesirow Financial Investment Management
Illinois
$541K -$563K -4,290 -50%