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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
676
EverSource Wealth Advisors
Alabama
$1.4M -$140K -661 -10%
PSF
677
Pacific Sun Financial
California
$1.38M – – –
AIP
678
Ameritas Investment Partners
Nebraska
$1.37M -$42.7K -202 -3%
MGP
679
M&G plc
United Kingdom
$1.37M +$267K +1,261 +26%
EFS
680
Essex Financial Services
Connecticut
$1.37M +$57.3K +271 +5%
PL
681
PeakShares LLC
Florida
$1.36M +$1.27M +6,007 New
GCS
682
Gordian Capital (Singapore)
Singapore
$1.36M +$338K +1,600 +36%
QI
683
Qtron Investments
Massachusetts
$1.36M -$17.3K -82 -1%
EWM
684
Elevatus Welath Management
New York
$1.35M +$1.26M +5,967 New
DCM
685
Dudley Capital Management
Virginia
$1.35M -$15.9K -75 -1%
SC
686
Syon Capital
California
$1.34M +$71.9K +340 +6%
MFWP
687
Mosaic Family Wealth Partners
Missouri
$1.34M +$590K +2,790 +90%
TNBTD
688
Trustmark National Bank Trust Department
Mississippi
$1.33M -$12.1K -57 -1%
BWP
689
BSW Wealth Partners
Colorado
$1.32M -$39.3K -186 -3%
RBWA
690
RFG - Bristol Wealth Advisors
Massachusetts
$1.32M -$484K -2,288 -28%
EI
691
Ellevest Inc
New York
$1.32M -$19.7K -93 -2%
RIA
692
Richwood Investment Advisors
Ohio
$1.32M -$52.6K -249 -4%
SLF
693
Sun Life Financial
Ontario, Canada
$1.31M – – –
PCS
694
Personal CFO Solutions
New Jersey
$1.3M +$156K +737 +15%
MI
695
Markowski Investments
Florida
$1.3M +$1.21M +5,720 New
MQWP
696
Morey & Quinn Wealth Partners
Nebraska
$1.29M -$275K -1,300 -19%
CL
697
CVFG LLC
Indiana
$1.28M – – –
Ninety One (UK)
698
Ninety One (UK)
United Kingdom
$1.28M – – –
HI
699
Harbour Investments
Wisconsin
$1.28M +$27.5K +130 +2%
AWM
700
Aprio Wealth Management
Georgia
$1.27M +$156K +740 +15%