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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PA
651
Parallel Advisors
California
$213K +$40.4K +464 +25%
SMH
652
Sanders Morris Harris
Texas
$213K +$204K +2,350 New
MIFH
653
Migdal Insurance & Financial Holdings
Israel
$212K +$32K +368 +19%
PCM
654
Penserra Capital Management
California
$212K +$73.9K +849 +56%
Jones Financial Companies
655
Jones Financial Companies
Missouri
$212K +$203K +2,330 New
OWD
656
Osborn Williams & Donohoe
Ohio
$211K +$202K +2,325 New
LIM
657
Leavell Investment Management
Alabama
$210K -$32.2K -370 -14%
NFG
658
Next Financial Group
Texas
$209K -$107K -1,232 -35%
CWM
659
Circle Wealth Management
New Jersey
$207K +$198K +2,279 New
RA
660
RFG Advisory
Alabama
$207K +$199K +2,286 New
CL
661
Choreo LLC
Illinois
$206K +$197K +2,269 New
GIA
662
Guyasuta Investment Advisors
Pennsylvania
$206K +$198K +2,274 New
KP
663
Keel Point
Alabama
$205K -$40.9K -470 -17%
FAIM
664
Financial Advocates Investment Management
Washington
$205K +$196K +2,255 New
SCM
665
Stellar Capital Management
Arizona
$204K +$196K +2,250 New
SDWMA
666
Schneider Downs Wealth Management Advisors
Pennsylvania
$203K +$194K +2,235 New
LW
667
Linscomb Wealth
Texas
$203K +$195K +2,238 New
EAM
668
Evanson Asset Management
California
$201K +$193K +2,218 New
LWM
669
Liberty Wealth Management
California
$198K +$5.74K +66 +3%
Carson Wealth (CWM LLC)
670
Carson Wealth (CWM LLC)
Nebraska
$197K – – –
LC
671
Lindbrook Capital
California
$183K -$3.92K -45 -2%
FWM
672
Focused Wealth Management
New York
$180K +$1.04K +12 +0.6%
AssetMark Inc
673
AssetMark Inc
California
$172K +$14.4K +165 +10%
EAM
674
Eventide Asset Management
Massachusetts
$172K +$165K +1,900 New
M
675
MOTCO
Texas
$168K -$12K -138 -7%