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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SDWMA
726
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K – – –
AIA
727
Armor Investment Advisors
North Carolina
$216K -$25.8K -285 -11%
PS
728
Planned Solutions
California
$216K – – –
MIM
729
MTM Investment Management
South Carolina
$215K – – –
TAM
730
Titleist Asset Management
Texas
$214K +$1.36K +15 +0.7%
EFS
731
Essex Financial Services
Connecticut
$213K +$207K +2,282 New
MAM
732
Mystic Asset Management
Rhode Island
$212K +$205K +2,265 New
CG
733
Cutler Group
California
$210K +$204K +2,253 New
CFB
734
Cullen/Frost Bankers
Texas
$210K -$18.1K -200 -8%
PK
735
Pflug Koory
Nebraska
$207K – – –
BFC
736
Blue Fin Capital
Rhode Island
$207K +$200K +2,210 New
ICG
737
InterOcean Capital Group
Tennessee
$206K -$19.7K -218 -9%
SIA
738
Sit Investment Associates
Minnesota
$205K +$199K +2,195 New
JCM
739
Jacobi Capital Management
Pennsylvania
$205K +$199K +2,194 New
AAIS
740
ABN AMRO Investment Solutions
$204K +$197K +2,180 New
SB
741
Strategic Blueprint
Georgia
$203K +$197K +2,176 New
EWM
742
Empirical Wealth Management
Washington
$203K -$5.52K -61 -3%
BL
743
Balentine LLC
Georgia
$203K +$197K +2,173 New
SF
744
Synovus Financial
Georgia
$202K +$195K +2,157 New
BWFA
745
Baltimore-Washington Financial Advisors
Maryland
$202K -$108K -1,197 -36%
FFA
746
Farther Finance Advisors
California
$187K +$3.53K +39 +2%
AF
747
Allworth Financial
California
$185K +$24.7K +273 +16%
CIBC Private Wealth Group
748
CIBC Private Wealth Group
Georgia
$183K -$26.3K -291 -13%
SWS
749
SYSTM Wealth Solutions
Illinois
$182K -$14.8K -163 -8%
M
750
MOTCO
Texas
$179K -$3.62K -40 -2%