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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
701
Cresset Asset Management
Illinois
$903K -$2.06K -11 -0.2%
MAS
702
Madden Advisory Services
Florida
$902K -$24.7K -132 -3%
LWAM
703
Legacy Wealth Asset Management
Minnesota
$897K -$114K -609 -11%
EWM
704
Empirical Wealth Management
Washington
$890K -$5.6K -30 -0.6%
VFA
705
Valeo Financial Advisors
Indiana
$884K +$43K +230 +5%
MGP
706
M&G plc
United Kingdom
$884K -$120K -642 -12%
EP
707
Edgestream Partners
New Jersey
$884K -$1.84M -9,876 -67%
SMA
708
Sage Mountain Advisors
Georgia
$878K +$115K +618 +15%
CIBC Private Wealth Group
709
CIBC Private Wealth Group
Georgia
$878K +$338K +1,812 +62%
LWM
710
LongView Wealth Management
Georgia
$876K -$48.4K -259 -5%
LAIC
711
Lederer & Associates Investment Counsel
California
$863K -$18.7K -100 -2%
PPWP
712
Premier Path Wealth Partners
New Jersey
$859K +$12.5K +67 +1%
AU
713
AlphaGrep UK
$855K +$860K +4,605 New
PI
714
PineBridge Investments
New York
$852K -$1.31M -7,019 -60%
PP
715
PDS Planning
Ohio
$850K +$47.1K +252 +6%
MT
716
Midwest Trust
Kansas
$849K -$513K -2,748 -38%
FFA
717
Florida Financial Advisors
Florida
$848K +$109K +586 +15%
FC
718
Fulcrum Capital
Washington
$842K -$138K -738 -14%
FAT
719
First American Trust
California
$839K +$1.31K +7 +0.2%
FPAS
720
Focus Partners Advisor Solutions
Missouri
$836K -$489K -2,619 -37%
LI
721
LRI Investments
Florida
$835K -$4.67K -25 -0.6%
JIC
722
Joel Isaacson & Co
New York
$832K +$15.5K +83 +2%
BA
723
Bard Associates
Illinois
$823K -$65.9K -353 -7%
ESC
724
Eurizon SLJ Capital
$822K +$827K +4,427 New
TBA
725
Tower Bridge Advisors
Pennsylvania
$821K