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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
Carson Wealth (CWM LLC)
651
Carson Wealth (CWM LLC)
Nebraska
$197K – – –
TAM
652
Tiverton Asset Management
Delaware
$195K -$1.77M -22,568 -90%
LWM
653
Liberty Wealth Management
California
$177K +$629 +8 +0.4%
NIM
654
NuWave Investment Management
New Jersey
$167K -$489K -6,223 -75%
LC
655
Lindbrook Capital
California
$167K – – –
BBHC
656
Brown Brothers Harriman & Co
New York
$165K -$44K -560 -22%
M
657
MOTCO
Texas
$163K -$22.6K -288 -13%
PI
658
PineBridge Investments
New York
$163K – – –
FWM
659
Focused Wealth Management
New York
$161K +$865 +11 +0.6%
MIFH
660
Migdal Insurance & Financial Holdings
Israel
$161K +$40.9K +520 +36%
KCPG
661
Kavar Capital Partners Group
Kansas
$161K +$155K +1,970 New
PA
662
Parallel Advisors
California
$154K -$9.51K -121 -6%
FHA
663
First Horizon Advisors
Tennessee
$154K +$2.12K +27 +1%
BFEC
664
Benjamin F. Edwards & Company
Missouri
$148K -$12K -153 -8%
AIM
665
Arcadia Investment Management
Michigan
$144K – – –
AssetMark Inc
666
AssetMark Inc
California
$141K +$124K +1,573 +1,021%
SCA
667
Stonebridge Capital Advisors
Minnesota
$141K +$136K +1,727 New
CSS
668
Cubist Systematic Strategies
Connecticut
$138K -$807K -10,268 -86%
HFM
669
Hartford Financial Management
Connecticut
$130K – – –
HI
670
Hudock Inc
Pennsylvania
$129K +$236 +3 +0.2%
QCIG
671
Quad-Cities Investment Group
Iowa
$129K +$472 +6 +0.4%
SF
672
Synovus Financial
Georgia
$126K +$18.9K +240 +19%
PCM
673
Penserra Capital Management
California
$122K +$20.3K +258 +20%
HDIM
674
Hanson & Doremus Investment Management
Vermont
$122K +$39.3K +500 +50%
NL
675
NVWM LLC
Pennsylvania
$114K +$110K +1,395 New