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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
801
MassMutual Private Wealth & Trust
Connecticut
$4K
PWP
802
Personal Wealth Partners
Minnesota
$4K +$1.74K +20 +71%
BAM
803
Barrett Asset Management
New York
$3K
IF
804
Ironwood Financial
Arizona
$3K
Kayne Anderson Rudnick Investment Management
805
Kayne Anderson Rudnick Investment Management
California
$3K
RWM
806
Raffa Wealth Management
District of Columbia
$2.9K +$2.79K +32 New
FPFS
807
First Personal Financial Services
North Carolina
$2K
RIA
808
RPG Investment Advisory
California
$2K
TFA
809
Transamerica Financial Advisors
Florida
$2K +$870 +10 +333%
FEM
810
Fulcrum Equity Management
Texas
$2K +$2.18K +25 New
GT
811
Glenmede Trust
Pennsylvania
$1.11K +$12.9K +148 +1%
CAGAS
812
Capital Advisory Group Advisory Services
Minnesota
$1K
RFA
813
Reilly Financial Advisors
California
$1K
WWM
814
Willingdon Wealth Management
North Carolina
$1K +$696 +8 New
BC
815
Barnett & Company
Tennessee
$1K +$1.39K +16 New
SWP
816
Strategic Wealth Partners
Ohio
$89
BC
817
Brookfield Corp
Ontario, Canada
-$169M -2,073,019 Closed
SRAM
818
Stone Ridge Asset Management
New York
-$11.9M -146,000 Closed
TG
819
TCW Group
California
-$8.52M -104,515 Closed
KWILP
820
Kiwi Wealth Investments Limited Partnership
New Zealand
-$7.31M -89,679 Closed
MSV
821
MN Services Vermogensbeheer
Netherlands
-$5.26M -64,559 Closed
Nomura Holdings
822
Nomura Holdings
Japan
-$4.82M -58,949 Closed
DekaBank Deutsche Girozentrale
823
DekaBank Deutsche Girozentrale
Germany
-$4.29M -51,413 Closed
CBOA
824
Commonwealth Bank of Australia
Australia
-$3.19M -39,149 Closed
LCAM
825
London & Capital Asset Management
United Kingdom
-$3.11M -38,123 Closed