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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WBG
701
Wharton Business Group
Pennsylvania
$266K – – –
PPA
702
Painted Porch Advisors
California
$265K -$7.64K -78 -3%
II
703
Inspire Investing
Idaho
$265K -$216K -2,206 -46%
CSC
704
Caldwell Sutter Capital
California
$264K -$14.7K -150 -6%
MFWP
705
Mosaic Family Wealth Partners
Missouri
$264K +$2.94K +30 +1%
HI
706
Hudock Inc
Pennsylvania
$263K +$588 +6 +0.2%
LC
707
Lindbrook Capital
California
$263K -$74.2K -757 -23%
EWM
708
Empirical Wealth Management
Washington
$262K +$33.4K +341 +16%
BPFA
709
Barnes Pettey Financial Advisors
Mississippi
$261K -$29.4K -300 -11%
FT
710
Fiduciary Trust
Massachusetts
$260K +$784 +8 +0.3%
AI
711
Atom Investors
Texas
$260K -$434K -4,427 -64%
Bank Julius Baer & Co
712
Bank Julius Baer & Co
Switzerland
$260K -$108K -1,100 -28%
IA
713
IFG Advisory
Georgia
$257K +$242K +2,467 New
CAM
714
Covenant Asset Management
New Jersey
$257K +$241K +2,463 New
MW
715
Marcum Wealth
Ohio
$256K -$74.1K -756 -24%
FNBOMD
716
First National Bank of Mount Dora
Florida
$256K – – –
CI
717
Cambiar Investors
Colorado
$254K – – –
CSIC
718
Clifford Swan Investment Counsel
California
$251K – – –
TC
719
TradeLink Capital
Illinois
$250K +$235K +2,400 New
WPP
720
Whalerock Point Partners
Rhode Island
$249K – – –
TNA
721
True North Advisors
Texas
$247K -$51.8K -529 -18%
AFA
722
AA Financial Advisors
Ohio
$247K +$232K +2,370 New
JCM
723
Jacobi Capital Management
Pennsylvania
$246K +$16.6K +169 +8%
FFA
724
Farther Finance Advisors
California
$244K +$30.5K +311 +15%
MSAM
725
Moloney Securities Asset Management
Missouri
$244K – – –