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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MPWT
851
MassMutual Private Wealth & Trust
Connecticut
$675K -$5.07K -24 -0.8%
TCA
852
Transcend Capital Advisors
New Jersey
$674K +$139K +658 +28%
MWM
853
MOR Wealth Management
Pennsylvania
$674K +$628K +2,969 New
SPC
854
Spirepoint Private Client
Florida
$672K -$11.8K -56 -2%
AWE
855
Avidian Wealth Enterprises
Texas
$672K +$228K +1,079 +57%
DWM
856
Dogwood Wealth Management
Kansas
$670K -$163K -773 -21%
WWM
857
Western Wealth Management
Colorado
$669K +$86.5K +409 +16%
CAG
858
Crestwood Advisors Group
Massachusetts
$668K +$86K +407 +16%
FWI
859
Facet Wealth Inc
Maryland
$667K +$174K +822 +39%
BTI
860
Blue Trust Inc
Georgia
$663K -$10.8K -51 -2%
Lazard Asset Management
861
Lazard Asset Management
New York
$661K +$358K +1,693 +139%
SWM
862
Shrier Wealth Management
California
$658K +$423 +2 +0.1%
QWP
863
Quotient Wealth Partners
Texas
$655K +$44K +208 +8%
LCG
864
Lynx Capital Group
Ohio
$653K – – –
EWS
865
Evergreen Wealth Solutions
Pennsylvania
$651K +$59K +279 +11%
MG
866
Mather Group
Illinois
$650K +$13.5K +64 +2%
LFM
867
LGT Fund Management
Liechtenstein
$648K – – –
FFA
868
First Foundation Advisors
California
$645K +$103K +488 +21%
WAM
869
Wakefield Asset Management
Colorado
$642K +$15.6K +74 +3%
NG
870
Norden Group
Utah
$640K +$106K +503 +22%
HBT
871
Heartland Bank & Trust
Illinois
$639K -$8.03K -38 -1%
RYIA
872
Roehl & Yi Investment Advisors
Oregon
$639K +$18.8K +89 +3%
FCBT
873
First Citizens Bank & Trust
North Carolina
$639K +$46.7K +221 +9%
FPAS
874
Focus Partners Advisor Solutions
Missouri
$630K -$100K -474 -15%
MC
875
Moors & Cabot
Massachusetts
$629K -$74K -350 -11%