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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
826
Atticus Wealth Management
Florida
$4K +$3.3K +38 New
PP
827
Pacifica Partners
Canada
$3K – – –
ANBT
828
American National Bank & Trust
Texas
$3K +$2.43K +28 New
TSW
829
Thompson Siegel & Walmsley
Virginia
$3K +$2.78K +32 New
ED
830
Exane Derivatives
France
$2.6K +$2.35K +27 New
RAM
831
Riggs Asset Management
Pennsylvania
$2K – – –
AA
832
Addison Advisors
Vermont
$2K +$695 +8 +53%
LWA
833
Lenox Wealth Advisors
New York
$2K +$695 +8 +62%
GKIM
834
GW&K Investment Management
Massachusetts
$2K +$2.08K +24 New
AssetMark Inc
835
AssetMark Inc
California
$1K -$213K -2,454 -100%
CWC
836
Carolinas Wealth Consulting
North Carolina
$1K -$29K -334 -97%
BA
837
Bivin & Associates
Oklahoma
$1K – – –
CWP
838
Concord Wealth Partners
Virginia
$1K – – –
TFM
839
TFC Financial Management
Massachusetts
$1K – – –
CAL
840
Capital Advisors Ltd
Ohio
$1K +$261 +3 +50%
GA
841
GoalVest Advisory
New York
$1K +$869 +10 New
MA
842
MCF Advisors
Kentucky
$1K +$1.22K +14 New
GFPC
843
Global Financial Private Client
Florida
$587 – – –
CA
844
Capitolis Advisors
New York
– -$70M -815,720 Closed
TFA
845
Tobias Financial Advisors
Florida
– -$44.6M -520,205 Closed
RGREA
846
Ranger Global Real Estate Advisors
Colorado
– -$25.5M -297,501 Closed
AG
847
Ascent Group
Virginia
– -$4.88M -55,821 Closed
SM
848
SG3 Management
Puerto Rico
– -$4.51M -52,553 Closed
TC
849
TwinBeech Capital
New York
– -$2.23M -26,040 Closed
FA
850
FDx Advisors
Illinois
– -$2.02M -23,540 Closed