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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MGWM
776
Marks Group Wealth Management
Minnesota
– -$533K -6,470 Closed
EPWM
777
Essex Private Wealth Management
Massachusetts
– -$502K -6,038 Closed
SBF
778
Sara-Bay Financial
Florida
– -$435K -5,230 Closed
BC
779
Bridgefront Capital
Texas
– -$404K -4,862 Closed
E
780
Ergoteles
New York
– -$329K -3,961 Closed
UH
781
Unigestion Holding
Switzerland
– -$317K -3,796 Closed
Luther King Capital Management (LKCM)
782
Luther King Capital Management (LKCM)
Texas
– -$302K -3,637 Closed
SC
783
Scotia Capital
Ontario, Canada
– -$295K -3,546 Closed
RFC
784
Regions Financial Corp
Alabama
– -$289K -3,480 Closed
FNBT
785
FineMark National Bank & Trust
Florida
– -$285K -3,429 Closed
TA
786
Tectonic Advisors
Texas
– -$269K -3,233 Closed
BMA
787
Brooks Moore & Associates
Tennessee
– -$224K -2,700 Closed
LOAMS
788
Lombard Odier Asset Management (Switzerland)
Switzerland
– -$224K -2,691 Closed
PFWA
789
Paces Ferry Wealth Advisors
Georgia
– -$217K -2,612 Closed
MAFM
790
Mid Atlantic Financial Management
Pennsylvania
– -$212K -2,552 Closed
HW
791
Hancock Whitney
Mississippi
– -$205K -2,463 Closed
BDS
792
Banco de Sabadell
Florida
– -$147K -1,763 Closed
RDWM
793
Red Door Wealth Management
Tennessee
– -$76K -925 Closed
EFSCE
794
Enterprise Financial Services Corp (EFSC)
Missouri
– -$55K -665 Closed
WP
795
WealthShield Partners
North Carolina
– -$46K -541 Closed
TI
796
tru Independence
Oregon
– -$41K -505 Closed
FWM
797
FFT Wealth Management
Pennsylvania
– -$36K -430 Closed
PCTC
798
Perkins Coie Trust Company
Washington
– -$25K -300 Closed
LWANC
799
Laurel Wealth Advisors (North Carolina)
North Carolina
– -$21K -250 Closed
OC
800
Oakworth Capital
Alabama
– -$21K -250 Closed