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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SPC
851
Spirepoint Private Client
Florida
$672K -$11.8K -56 -2%
AWE
852
Avidian Wealth Enterprises
Texas
$672K +$228K +1,079 +57%
DWM
853
Dogwood Wealth Management
Kansas
$670K -$163K -773 -21%
WWM
854
Western Wealth Management
Colorado
$669K +$86.5K +409 +16%
CAG
855
Crestwood Advisors Group
Massachusetts
$668K +$86K +407 +16%
FWI
856
Facet Wealth Inc
Maryland
$667K +$174K +822 +39%
BTI
857
Blue Trust Inc
Georgia
$663K -$10.8K -51 -2%
Lazard Asset Management
858
Lazard Asset Management
New York
$661K +$358K +1,693 +139%
SWM
859
Shrier Wealth Management
California
$658K +$423 +2 +0.1%
QWP
860
Quotient Wealth Partners
Texas
$655K +$44K +208 +8%
LCG
861
Lynx Capital Group
Ohio
$653K
EWS
862
Evergreen Wealth Solutions
Pennsylvania
$651K +$59K +279 +11%
MG
863
Mather Group
Illinois
$650K +$13.5K +64 +2%
LFM
864
LGT Fund Management
Liechtenstein
$648K
FFA
865
First Foundation Advisors
California
$645K +$103K +488 +21%
WAM
866
Wakefield Asset Management
Colorado
$642K +$15.6K +74 +3%
NG
867
Norden Group
Utah
$640K +$106K +503 +22%
HBT
868
Heartland Bank & Trust
Illinois
$639K -$8.03K -38 -1%
RYIA
869
Roehl & Yi Investment Advisors
Oregon
$639K +$18.8K +89 +3%
FCBT
870
First Citizens Bank & Trust
North Carolina
$639K +$46.7K +221 +9%
FPAS
871
Focus Partners Advisor Solutions
Missouri
$630K -$100K -474 -15%
MC
872
Moors & Cabot
Massachusetts
$629K -$74K -350 -11%
MCC
873
Money Concepts Capital
Florida
$629K +$586K +2,770 New
HFM
874
Harvest Fund Management
China
$628K -$118K -556 -17%
RCA
875
Resonant Capital Advisors
Wisconsin
$625K +$11.6K +55 +2%