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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
GWA
701
Gratus Wealth Advisors
Virginia
$218K +$209K +2,413 New
TC
702
TownSquare Capital
Utah
$217K +$209K +2,410 New
HAIM
703
Hunter Associates Investment Management
Pennsylvania
$217K +$208K +2,400 New
CSIC
704
Clifford Swan Investment Counsel
California
$217K +$209K +2,406 New
MSAM
705
Moloney Securities Asset Management
Missouri
$214K +$206K +2,376 New
SVWAG
706
Sound View Wealth Advisors Group
Georgia
$214K +$206K +2,376 New
MIS
707
Morningstar Investment Services
Illinois
$214K +$203K +2,344 New
WANY
708
Wealthspire Advisors (New York)
New York
$213K +$205K +2,360 New
AFG
709
Atomi Financial Group
New York
$210K +$202K +2,328 New
AIA
710
Angeles Investment Advisors
California
$209K +$201K +2,322 New
SDWMA
711
Schneider Downs Wealth Management Advisors
Pennsylvania
$208K +$200K +2,310 New
PS
712
Planned Solutions
California
$208K +$200K +2,307 New
GWS
713
Glassman Wealth Services
Virginia
$208K -$260 -3 -0.1%
MIM
714
MTM Investment Management
South Carolina
$207K +$200K +2,300 New
ACA
715
Aptus Capital Advisors
Alabama
$207K +$199K +2,292 New
CIBC Private Wealth Group
716
CIBC Private Wealth Group
Georgia
$206K +$198K +2,285 New
TAM
717
Titleist Asset Management
Texas
$205K +$198K +2,278 New
NWM
718
Northcape Wealth Management
New York
$205K +$197K +2,271 New
TIMH
719
Tilt Investment Management Holdings
New York
$205K -$761K -8,769 -79%
GIA
720
Gateway Investment Advisers
Ohio
$203K +$195K +2,252 New
EWM
721
Empirical Wealth Management
Washington
$202K +$194K +2,236 New
ARC
722
Advisor Resource Council
Texas
$201K +$193K +2,229 New
SAM
723
Smartleaf Asset Management
Massachusetts
$200K +$190K +2,195 New
PK
724
Pflug Koory
Nebraska
$200K
DGAM
725
Desjardins Global Asset Management
Quebec, Canada
$194K -$25.2K -290 -12%