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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CFCI
751
Comprehensive Financial Consultants Institutional
Indiana
$619K -$80.2K -488 -12%
SFGP
752
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$619K +$822 +5 +0.1%
RCAG
753
Rehmann Capital Advisory Group
Michigan
$619K +$136K +829 +31%
CIP
754
Capital Insight Partners
Arizona
$618K -$4.93K -30 -0.9%
HKIMG
755
Hutchens & Kramer Investment Management Group
Indiana
$614K +$20.5K +125 +4%
SAM
756
Strategy Asset Managers
California
$613K -$657 -4 -0.1%
LSPW
757
Lake Street Private Wealth
Illinois
$613K -$3.12K -19 -0.5%
CA
758
CoreCap Advisors
Michigan
$606K +$1.97K +12 +0.4%
IA
759
IFP Advisors
Florida
$601K -$31.1K -189 -5%
WANY
760
Wealthspire Advisors (New York)
New York
$597K -$127K -775 -19%
CI
761
Conning Inc
Connecticut
$593K
SWA
762
SFMG Wealth Advisors
Texas
$593K +$6.41K +39 +1%
PWMG
763
Pinnacle Wealth Management Group
Michigan
$591K
KP
764
Keel Point
Alabama
$590K +$27.1K +165 +5%
SCM
765
Shelton Capital Management
Colorado
$584K
CI
766
CX Institutional
Indiana
$582K -$4.6K -28 -0.8%
OWP
767
Obermeyer Wealth Partners
Colorado
$582K -$9.86K -60 -2%
HSA
768
HBK Sorce Advisory
Pennsylvania
$580K +$14K +85 +3%
BHA
769
Beech Hill Advisors
New York
$579K
HI
770
Hendershot Investments
Virginia
$578K
GS
771
GTS Securities
Florida
$573K -$781K -4,752 -60%
BTI
772
Blue Trust Inc
Georgia
$571K +$20.5K +125 +4%
PWW
773
Pettyjohn Wood & White
Virginia
$570K -$22K -134 -4%
HIA
774
Harbor Investment Advisory
Maryland
$569K +$34.5K +210 +7%
TFIPS
775
Towarzystwo Funduszy Inwestycyjnych PZU SA
$568K +$37.8K +230 +8%