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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PPA
801
Painted Porch Advisors
California
$390K – – –
CGL
802
Clarius Group LLC
Washington
$388K -$20.1K -141 -5%
RCP
803
Rothschild Capital Partners
New York
$387K – – –
FT
804
Fiduciary Trust
Massachusetts
$385K -$20.7K -145 -5%
RL
805
Retireful LLC
Michigan
$383K +$356K +2,498 New
MGP
806
M&G plc
United Kingdom
$383K +$121K +849 +51%
MFWP
807
Mosaic Family Wealth Partners
Missouri
$383K – – –
CI
808
Corient IA
Florida
$383K +$356K +2,500 New
RCAG
809
Rehmann Capital Advisory Group
Michigan
$383K +$15.8K +111 +5%
HI
810
Hudock Inc
Pennsylvania
$381K +$570 +4 +0.2%
IA
811
IFG Advisory
Georgia
$380K +$142 +1 +0%
RPGNY
812
Retirement Planning Group (New York)
New York
$379K – – –
FNBOMD
813
First National Bank of Mount Dora
Florida
$376K – – –
MWM
814
Moran Wealth Management
Florida
$376K +$350K +2,454 New
BF
815
bLong Financial
Tennessee
$375K – – –
IA
816
IFP Advisors
Florida
$374K +$145K +1,017 +71%
WS
817
Wedbush Securities
California
$374K +$22.4K +157 +7%
4WM
818
44 Wealth Management
Oregon
$371K -$15K -105 -4%
MW
819
Marcum Wealth
Ohio
$370K -$5.27K -37 -2%
CSIC
820
Clifford Swan Investment Counsel
California
$369K – – –
MPWT
821
MassMutual Private Wealth & Trust
Connecticut
$369K +$42.3K +297 +14%
WIA
822
World Investment Advisors
California
$368K +$23.4K +164 +7%
DJSG
823
D.J. St. Germain
Massachusetts
$366K -$158K -1,107 -32%
CI
824
Cambiar Investors
Colorado
$364K -$9.12K -64 -3%
CIM
825
Contravisory Investment Management
Massachusetts
$361K +$16.7K +117 +5%