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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SFG
676
SNS Financial Group
Minnesota
$204K
IFWM
677
Institute for Wealth Management
Colorado
$204K +$8.9K +104 +4%
AUB
678
Atlantic Union Bankshares
Virginia
$200K
Carson Wealth (CWM LLC)
679
Carson Wealth (CWM LLC)
Nebraska
$197K
M
680
Mirova
France
$196K +$107K +1,246 +109%
CMBA
681
C.M. Bidwell & Associates
Hawaii
$193K -$243K -2,840 -55%
FHA
682
Flagship Harbor Advisors
Massachusetts
$193K -$1.54K -18 -0.8%
PA
683
Parallel Advisors
California
$190K -$2.31K -27 -1%
LWM
684
Liberty Wealth Management
California
$190K +$7.88K +92 +4%
FQ
685
First Quadrant
California
$187K -$240K -2,800 -55%
BUB
686
BBVA USA Bancshares
Texas
$176K +$184K +2,150 New
TRCT
687
Tower Research Capital (TRC)
New York
$173K -$480K -5,608 -73%
VFA
688
Valeo Financial Advisors
Indiana
$171K +$52.3K +611 +41%
LC
689
Lindbrook Capital
California
$170K +$5.14K +60 +3%
QCG
690
Quadrant Capital Group
Ohio
$165K -$54.1K -632 -22%
FWM
691
Focused Wealth Management
New York
$163K +$1.03K +12 +0.6%
CFN
692
Cordasco Financial Network
Florida
$159K +$16.4K +192 +11%
Rockefeller Capital Management
693
Rockefeller Capital Management
New York
$154K +$129K +1,501 +389%
SSWG
694
Seven Springs Wealth Group
Tennessee
$149K +$156K +1,823 New
AIC
695
Ameritas Investment Company
Nebraska
$147K +$7.45K +87 +5%
AIM
696
Arcadia Investment Management
Michigan
$145K
CT
697
Caldwell Trust
Florida
$144K +$151K +1,761 New
FHA
698
First Horizon Advisors
Tennessee
$144K
H
699
Hexavest
Quebec, Canada
$139K -$40.3M -470,993 -100%
M
700
MOTCO
Texas
$136K -$17K -199 -11%