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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CGL
801
Clarius Group LLC
Washington
$388K -$20.1K -141 -5%
RCP
802
Rothschild Capital Partners
New York
$387K
FT
803
Fiduciary Trust
Massachusetts
$385K -$20.7K -145 -5%
RL
804
Retireful LLC
Michigan
$383K +$356K +2,498 New
MGP
805
M&G plc
United Kingdom
$383K +$121K +849 +51%
MFWP
806
Mosaic Family Wealth Partners
Missouri
$383K
CI
807
Corient IA
Florida
$383K +$356K +2,500 New
RCAG
808
Rehmann Capital Advisory Group
Michigan
$383K +$15.8K +111 +5%
HI
809
Hudock Inc
Pennsylvania
$381K +$570 +4 +0.2%
IA
810
IFG Advisory
Georgia
$380K +$142 +1 +0%
RPGNY
811
Retirement Planning Group (New York)
New York
$379K
FNBOMD
812
First National Bank of Mount Dora
Florida
$376K
MWM
813
Moran Wealth Management
Florida
$376K +$350K +2,454 New
BF
814
bLong Financial
Tennessee
$375K
IA
815
IFP Advisors
Florida
$374K +$145K +1,017 +71%
WS
816
Wedbush Securities
California
$374K +$22.4K +157 +7%
4WM
817
44 Wealth Management
Oregon
$371K -$15K -105 -4%
MW
818
Marcum Wealth
Ohio
$370K -$5.27K -37 -2%
CSIC
819
Clifford Swan Investment Counsel
California
$369K
MPWT
820
MassMutual Private Wealth & Trust
Connecticut
$369K +$42.3K +297 +14%
WIA
821
World Investment Advisors
California
$368K +$23.4K +164 +7%
DJSG
822
D.J. St. Germain
Massachusetts
$366K -$158K -1,107 -32%
CI
823
Cambiar Investors
Colorado
$364K -$9.12K -64 -3%
CIM
824
Contravisory Investment Management
Massachusetts
$361K +$16.7K +117 +5%
WFI
825
West Family Investments
California
$361K -$1.28K -9 -0.4%