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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
751
EverSource Wealth Advisors
Alabama
$178K +$35.7K +394 +27%
MG
752
Mather Group
Illinois
$175K +$176K +1,945 New
AssetMark Inc
753
AssetMark Inc
California
$174K +$5.98K +66 +4%
NP
754
Ninepoint Partners
Ontario, Canada
$170K – – –
MPWT
755
MassMutual Private Wealth & Trust
Connecticut
$163K +$9.14K +101 +6%
BWM
756
Bullock Wealth Management
Indiana
$162K +$159K +1,758 New
CTA
757
Colonial Trust Advisors
South Carolina
$161K -$2.35K -26 -1%
PA
758
Pineridge Advisors
Missouri
$160K +$6.25K +69 +4%
TFIPS
759
Towarzystwo Funduszy Inwestycyjnych PZU SA
$159K +$47.1K +520 +44%
SWM
760
Spire Wealth Management
Virginia
$159K +$2.44K +27 +2%
HIA
761
Harbor Investment Advisory
Maryland
$149K – – –
RTC
762
Riverview Trust Company
Washington
$148K +$143K +1,582 New
CA
763
Continuum Advisory
Idaho
$146K +$133K +1,471 New
HDIM
764
Hanson & Doremus Investment Management
Vermont
$140K – – –
TPCW
765
TD Private Client Wealth
New York
$136K +$6.79K +75 +5%
CA
766
Cornerstone Advisors
North Carolina
$131K +$127K +1,400 New
APC
767
Aspire Private Capital
North Carolina
$128K +$272 +3 +0.2%
MCM
768
MV Capital Management
Maryland
$128K -$181 -2 -0.1%
SIC
769
SJS Investment Consulting
Ohio
$127K +$16.6K +183 +16%
BCMLT
770
Beacon Capital Management LLC (Tennessee)
Tennessee
$126K +$42.6K +470 +54%
PFBT
771
Parkside Financial Bank & Trust
Missouri
$126K -$38K -420 -24%
AA
772
Alta Advisers
United Kingdom
$121K – – –
M
773
Mirova
France
$120K – – –
TH
774
TCTC Holdings
Texas
$118K – – –
TWC
775
TD Waterhouse Canada
Ontario, Canada
$115K -$815 -9 -0.7%