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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
651
Penserra Capital Management
California
$212K +$73.9K +849 +56%
Jones Financial Companies
652
Jones Financial Companies
Missouri
$212K +$203K +2,330 New
OWD
653
Osborn Williams & Donohoe
Ohio
$211K +$202K +2,325 New
LIM
654
Leavell Investment Management
Alabama
$210K -$32.2K -370 -14%
NFG
655
Next Financial Group
Texas
$209K -$107K -1,232 -35%
CWM
656
Circle Wealth Management
New Jersey
$207K +$198K +2,279 New
RA
657
RFG Advisory
Alabama
$207K +$199K +2,286 New
CL
658
Choreo LLC
Illinois
$206K +$197K +2,269 New
GIA
659
Guyasuta Investment Advisors
Pennsylvania
$206K +$198K +2,274 New
KP
660
Keel Point
Alabama
$205K -$40.9K -470 -17%
FAIM
661
Financial Advocates Investment Management
Washington
$205K +$196K +2,255 New
SCM
662
Stellar Capital Management
Arizona
$204K +$196K +2,250 New
SDWMA
663
Schneider Downs Wealth Management Advisors
Pennsylvania
$203K +$194K +2,235 New
LW
664
Linscomb Wealth
Texas
$203K +$195K +2,238 New
EAM
665
Evanson Asset Management
California
$201K +$193K +2,218 New
LWM
666
Liberty Wealth Management
California
$198K +$5.74K +66 +3%
Carson Wealth (CWM LLC)
667
Carson Wealth (CWM LLC)
Nebraska
$197K
LC
668
Lindbrook Capital
California
$183K -$3.92K -45 -2%
FWM
669
Focused Wealth Management
New York
$180K +$1.04K +12 +0.6%
AssetMark Inc
670
AssetMark Inc
California
$172K +$14.4K +165 +10%
EAM
671
Eventide Asset Management
Massachusetts
$172K +$165K +1,900 New
M
672
MOTCO
Texas
$168K -$12K -138 -7%
SF
673
Synovus Financial
Georgia
$166K +$28.4K +326 +21%
AIM
674
Arcadia Investment Management
Michigan
$161K
FHA
675
First Horizon Advisors
Tennessee
$160K -$11.4K -131 -7%