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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
776
AE Wealth Management
Kansas
$568K +$28.8K +175 +6%
TPCW
777
TD Private Client Wealth
New York
$565K +$41.1K +250 +9%
LAM
778
L2 Asset Management
Massachusetts
$560K +$34.8K +212 +7%
JSW
779
Journey Strategic Wealth
New Jersey
$560K +$121K +734 +30%
EW
780
Evoke Wealth
California
$557K +$81.9K +498 +19%
MFWP
781
Mosaic Family Wealth Partners
Missouri
$549K +$2.79K +17 +0.5%
WA
782
Waddell & Associates
Tennessee
$547K +$505K +3,071 New
BRWA
783
B. Riley Wealth Advisors
Florida
$546K +$42.1K +256 +9%
TCWA
784
Turtle Creek Wealth Advisors
Texas
$540K +$260K +1,581 +109%
CCA
785
Childress Capital Advisors
Texas
$540K +$89.4K +544 +22%
EFS
786
Essex Financial Services
Connecticut
$538K +$57.4K +349 +13%
MPWT
787
MassMutual Private Wealth & Trust
Connecticut
$538K +$28.9K +176 +6%
FT
788
Fiduciary Trust
Massachusetts
$537K +$62.8K +382 +15%
DAC
789
Dividend Assets Capital
South Carolina
$534K
WPI
790
Walter Public Investments
Canada
$534K +$493K +3,000 New
HH
791
Hilltop Holdings
Texas
$534K +$24.3K +148 +5%
VA
792
Valmark Advisers
Ohio
$531K -$4.6K -28 -0.9%
WT
793
Whittier Trust
California
$529K -$228K -1,386 -31%
BFA
794
Brown Financial Advisors
Ohio
$527K +$487K +2,960 New
SIA
795
Strategic Investment Advisors
Michigan
$527K -$25.5K -155 -5%
Koshinski Asset Management
796
Koshinski Asset Management
Illinois
$521K -$24K -146 -5%
MCM
797
Monument Capital Management
Virginia
$520K -$57K -347 -11%
CIBC Private Wealth Group
798
CIBC Private Wealth Group
Georgia
$520K +$75.3K +458 +19%
AAS
799
Ameritas Advisory Services
Nebraska
$520K -$459K -2,792 -49%
KFGK
800
Keystone Financial Group (Kentucky)
Kentucky
$518K