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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SAM
676
Smartleaf Asset Management
Massachusetts
$269K +$64K +707 +32%
CI
677
CX Institutional
Indiana
$269K +$1.09K +12 +0.4%
HSA
678
HBK Sorce Advisory
Pennsylvania
$268K +$11.2K +124 +5%
SGI
679
Summit Global Investments
Utah
$268K -$108K -1,198 -29%
ATPW
680
Ashton Thomas Private Wealth
Arizona
$266K -$27.3K -301 -10%
Group One Trading
681
Group One Trading
Illinois
$266K +$258K +2,847 New
EH
682
Equitable Holdings
New York
$263K -$45.6K -504 -15%
BPFA
683
Barnes Pettey Financial Advisors
Mississippi
$262K – – –
RSA
684
River Street Advisors
Illinois
$260K +$7.33K +81 +3%
AA
685
AlphaMark Advisors
Kentucky
$258K -$52.5K -580 -17%
FAG
686
Fortitude Advisory Group
Washington
$258K -$41.3K -456 -14%
VI
687
Versor Investments
New York
$257K +$249K +2,747 New
SIM
688
Sentry Investment Management
Wisconsin
$254K – – –
TC
689
TownSquare Capital
Utah
$254K +$27.8K +307 +13%
SPC
690
Sigma Planning Corp
Michigan
$252K +$244K +2,694 New
GL
691
Graypoint LLC
New York
$251K +$11K +122 +5%
ACA
692
Aptus Capital Advisors
Alabama
$251K +$35.7K +394 +17%
CSC
693
Caldwell Sutter Capital
California
$251K +$24.4K +270 +11%
P
694
&Partners
Tennessee
$250K +$242K +2,671 New
SMA
695
Sage Mountain Advisors
Georgia
$249K +$11.3K +125 +5%
BC
696
Bowman & Company
Wisconsin
$249K – – –
WIM
697
Warwick Investment Management
Texas
$247K +$16.8K +185 +8%
SIAG
698
Safeguard Investment Advisory Group
California
$247K +$1.63K +18 +0.7%
HWM
699
Horizon Wealth Management
Illinois
$247K +$4.35K +48 +2%
BWP
700
Balboa Wealth Partners
Arizona
$247K -$18.5K -204 -7%