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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CHA
651
Carmichael Hill & Associates
Maryland
$446K -$46.7K -400 -10%
LF
652
LifePlan Financial
Minnesota
$446K -$41.7K -357 -9%
PP
653
PDS Planning
Ohio
$444K +$2.22K +19 +0.6%
STA
654
Summit Trail Advisors
New York
$441K +$79.2K +679 +25%
LSPW
655
Lake Street Private Wealth
Illinois
$438K -$17.2K -147 -4%
GWM
656
GDS Wealth Management
Texas
$437K +$398K +3,414 New
PWPS
657
Pinnacle Wealth Planning Services
Ohio
$434K -$1.28K -11 -0.3%
SVWAG
658
Sound View Wealth Advisors Group
Georgia
$432K +$139K +1,195 +55%
WANY
659
Wealthspire Advisors (New York)
New York
$431K +$138K +1,182 +54%
CIM
660
Cambria Investment Management
California
$431K -$26.5K -227 -6%
GL
661
Graypoint LLC
New York
$428K +$39.2K +336 +11%
PSFG
662
Prairie Sky Financial Group
Illinois
$427K – – –
SF
663
Synovus Financial
Georgia
$426K +$132K +1,128 +51%
PWMG
664
Pinnacle Wealth Management Group
Michigan
$425K – – –
SWA
665
SFMG Wealth Advisors
Texas
$423K -$6.18K -53 -2%
ACA
666
Aptus Capital Advisors
Alabama
$422K +$12.7K +109 +3%
Optiver Holding
667
Optiver Holding
Netherlands
$422K +$384K +3,293 New
CSPIA
668
Cary Street Partners Investment Advisory
Virginia
$419K +$20.3K +174 +6%
ECM
669
Evergreen Capital Management
Washington
$417K +$2.1K +18 +0.6%
EWA
670
Emergent Wealth Advisors
New York
$416K – – –
JWCA
671
J.W. Cole Advisors
Florida
$416K -$4.78K -41 -1%
BHA
672
Beech Hill Advisors
New York
$416K – – –
CA
673
CoreCap Advisors
Michigan
$413K -$20.3K -174 -5%
HCM
674
Howard Capital Management
Georgia
$409K +$373K +3,197 New
MF
675
Magnetar Financial
Illinois
$409K +$372K +3,191 New