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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
676
Highlander Capital Management
New Jersey
$34K – – –
TCM
677
Tradewinds Capital Management
Washington
$32K -$49.1K -721 -61%
DSC
678
Duncker Streett & Co
Missouri
$32K +$204 +3 +0.7%
GTAM
679
Global Trust Asset Management
Florida
$31K – – –
SCM
680
Silvant Capital Management
Georgia
$29K – – –
ClearBridge Investments
681
ClearBridge Investments
New York
$28K – – –
JCM
682
Jacobi Capital Management
Pennsylvania
$28K – – –
MCM
683
MV Capital Management
Maryland
$28K – – –
IDBONY
684
Israel Discount Bank of New York
New York
$28K +$6.8K +100 +33%
JFA
685
JNBA Financial Advisors
Minnesota
$28K +$27.1K +399 New
CFA
686
Clarfeld Financial Advisors
New York
$27K +$26.1K +383 New
BAMCO Inc
687
BAMCO Inc
New York
$27K +$26.9K +396 New
GEA
688
Glen Eagle Advisors
New Jersey
$25.5K +$136 +2 +0.5%
WAS
689
Winch Advisory Services
Wisconsin
$25K -$408 -6 -2%
SMFS
690
Squar Milner Financial Services
California
$25K – – –
FC
691
Ferris Capital
Massachusetts
$24K -$5.58K -82 -19%
WPA
692
West Paces Advisors
Georgia
$21.2K – – –
VFA
693
Valeo Financial Advisors
Indiana
$21K -$97.2K -1,428 -82%
AssetMark Inc
694
AssetMark Inc
California
$21K -$29.3K -430 -59%
CFD
695
Creative Financial Designs
Indiana
$20K – – –
AIM
696
Advantage Investment Management
Iowa
$20K +$68 +1 +0.3%
MPWT
697
MassMutual Private Wealth & Trust
Connecticut
$19.6K +$16.5K +243 +608%
AAP
698
Arax Advisory Partners
Colorado
$19K +$272 +4 +1%
Rockefeller Capital Management
699
Rockefeller Capital Management
New York
$18K +$18K +264 New
WANY
700
Wealthspire Advisors (New York)
New York
$18K +$18.1K +266 New