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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
801
Transamerica Financial Advisors
Florida
$1K – – –
SF
802
Safeguard Financial
Wisconsin
$1K +$462 +6 New
HWP
803
Highline Wealth Partners
California
$809 – – –
RFG
804
RFP Financial Group
Georgia
$764 – – –
FA
805
Fiduciary Alliance
South Carolina
$728 +$693 +9 New
VCM
806
Versant Capital Management
Arizona
$566 +$539 +7 New
GFPC
807
Global Financial Private Client
Florida
$489 – – –
BAAM
808
Baker Avenue Asset Management
California
$404 -$385 -5 -50%
UFF
809
USA Financial Formulas
Michigan
$404 – – –
BFA
810
BBJS Financial Advisors
Washington
$344 -$686K -8,904 -100%
BWM
811
Baystate Wealth Management
Massachusetts
$164 – – –
CA
812
Crewe Advisors
Utah
$162 +$154 +2 New
SSA
813
Schonfeld Strategic Advisors
New York
– -$17M -237,581 Closed
RGREA
814
Ranger Global Real Estate Advisors
Colorado
– -$9.84M -137,272 Closed
JMPWA
815
JP Morgan Private Wealth Advisors
California
– -$7.38M -102,889 Closed
Connor, Clark & Lunn Investment Management (CC&L)
816
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
– -$3.17M -44,176 Closed
Walleye Trading
817
Walleye Trading
New York
– -$3.2M -41,546 Closed
BFM
818
Boothbay Fund Management
New York
– -$2.54M -35,373 Closed
CCM
819
Cinctive Capital Management
New York
– -$1.99M -27,707 Closed
DEA
820
DoubleLine ETF Adviser
Florida
– -$1.7M -23,739 Closed
ETH
821
Exos TFP Holdings
New York
– -$822K -11,473 Closed
LA
822
LBP AM
France
– -$755K -10,529 Closed
MHS
823
M Holdings Securities
Oregon
– -$698K -9,741 Closed
DZ Bank
824
DZ Bank
Germany
– -$633K -8,834 Closed
GCM
825
Greenland Capital Management
New York
– -$552K -7,705 Closed