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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MFT
776
Moisand Fitzgerald Tamayo
Florida
$2.42K +$964 +15 +68%
Lazard Asset Management
777
Lazard Asset Management
New York
$2K -$15.8K -246 -85%
PGAM
778
Princeton Global Asset Management
New Jersey
$2K – – –
TAIM
779
TD Ameritrade Investment Management
Nebraska
$2K – – –
TFA
780
Transamerica Financial Advisors
Florida
$2K +$1.16K +18 +1,800%
JFGIW
781
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1.77K – – –
MA
782
MCF Advisors
Kentucky
$1.57K +$643 +10 +71%
RFS
783
Retirement Financial Solutions
Tennessee
$1.57K +$1.54K +24 New
CWC
784
Carolinas Wealth Consulting
North Carolina
$1.44K +$771 +12 +120%
YDMI
785
Y.D. More Investments
Israel
$1.05K +$1.03K +16 New
ANBT
786
American National Bank & Trust
Texas
$1K -$1.8K -28 -65%
EBA
787
Eagle Bay Advisors
New York
$983 – – –
IAA
788
Independent Advisor Alliance
North Carolina
$661 -$129K -2,000 -17%
HWP
789
Highline Wealth Partners
California
$656 +$386 +6 +150%
RFG
790
RFP Financial Group
Georgia
$619 +$579 +9 New
TFM
791
TFC Financial Management
Massachusetts
$595 -$579 -9 -50%
FA
792
Fiduciary Alliance
South Carolina
$590 +$579 +9 New
MPCL
793
My Personal CFO LLC
Washington
$590 +$579 +9 New
AA
794
Addison Advisors
Vermont
$393 – – –
GFPC
795
Global Financial Private Client
Florida
$393 – – –
BAAM
796
Baker Avenue Asset Management
California
$328 +$321 +5 New
LF
797
Lee Financial
Texas
$262 -$2.76K -43 -91%
MSE
798
MUFG Securities EMEA
United Kingdom
– -$196M -3,051,525 Closed
Qube Research & Technologies (QRT)
799
Qube Research & Technologies (QRT)
United Kingdom
– -$29.9M -464,281 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
800
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$14.5M -225,729 Closed