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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CFG
826
Copley Financial Group
California
$464K +$429K +2,607 New
LFM
827
LGT Fund Management
Liechtenstein
$461K
BPWM
828
Badgley Phelps Wealth Managers
Washington
$460K
JCM
829
Jacobi Capital Management
Pennsylvania
$459K +$493 +3 +0.1%
QFW
830
QTR Family Wealth
Florida
$458K +$111K +676 +36%
AA
831
ALPS Advisors
Colorado
$452K
GIA
832
Guyasuta Investment Advisors
Pennsylvania
$450K
RCP
833
Rothschild Capital Partners
New York
$450K
GIM
834
Gold Investment Management
Alberta, Canada
$448K
4WM
835
44 Wealth Management
Oregon
$448K -$2.14K -13 -0.5%
BBHC
836
Brown Brothers Harriman & Co
New York
$447K +$230K +1,399 +126%
VR
837
Valued Retirements
Texas
$446K
CI
838
Corient IA
Florida
$445K
HI
839
Hudock Inc
Pennsylvania
$444K +$657 +4 +0.2%
CTC
840
Cetera Trust Company
Minnesota
$444K
IA
841
IFG Advisory
Georgia
$443K +$1.15K +7 +0.3%
PFA
842
Providence Financial Advisors
Kansas
$443K +$409K +2,487 New
RPGNY
843
Retirement Planning Group (New York)
New York
$441K +$164 +1 +0%
QWP
844
Quotient Wealth Partners
Texas
$440K -$19.9K -121 -5%
BF
845
bLong Financial
Tennessee
$436K
CSIC
846
Clifford Swan Investment Counsel
California
$432K +$2.47K +15 +0.6%
ASN
847
Advisory Services Network
Georgia
$426K +$24.5K +149 +7%
FNBOMD
848
First National Bank of Mount Dora
Florida
$425K -$11.5K -70 -3%
MG
849
Mather Group
Illinois
$424K +$4.93K +30 +1%
FIA
850
Foundations Investment Advisors
Arizona
$422K -$519K -3,157 -57%