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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CSPIA
876
Cary Street Partners Investment Advisory
Virginia
$380K +$42.2K +257 +14%
Lazard Asset Management
877
Lazard Asset Management
New York
$379K
KF
878
Krilogy Financial
Missouri
$378K +$334K +2,030 New
AAM
879
Aureus Asset Management
Massachusetts
$377K
MAM
880
Mystic Asset Management
Rhode Island
$377K +$38.5K +234 +12%
SW
881
SVB Wealth
Massachusetts
$377K +$7.72K +47 +2%
CFP
882
Catalyst Financial Partners
Massachusetts
$375K +$19.1K +116 +6%
GAG
883
GM Advisory Group
New York
$374K +$329 +2 +0.1%
P
884
Pitcairn
Pennsylvania
$373K -$85.5K -520 -20%
BWFA
885
Baltimore-Washington Financial Advisors
Maryland
$369K -$10.7K -65 -3%
WKWM
886
Walter & Keenan Wealth Management
Indiana
$369K +$5.42K +33 +2%
WIC
887
Woodmont Investment Counsel
Tennessee
$369K
LSIA
888
LaSalle St. Investment Advisors
Illinois
$363K -$6.9K -42 -2%
RFA
889
Register Financial Advisors
Georgia
$362K
WA
890
Wealth Alliance
New York
$362K +$6.41K +39 +2%
AWM
891
Aprio Wealth Management
Georgia
$361K +$333K +2,025 New
LFG
892
Larson Financial Group
Missouri
$360K +$62.6K +381 +23%
EAM
893
Evanson Asset Management
California
$357K +$1.15K +7 +0.4%
TPI
894
Trust Point Inc
Wisconsin
$357K +$329K +2,002 New
CWM
895
C2C Wealth Management
Arizona
$356K
SFG
896
SNS Financial Group
Minnesota
$356K
PFG
897
Prosperity Financial Group
California
$347K +$3.62K +22 +1%
CC
898
Commons Capital
Massachusetts
$347K +$657 +4 +0.2%
DAS
899
Dynamic Advisor Solutions
Arizona
$345K +$11.2K +68 +4%
BCCM
900
Bridge Creek Capital Management
Massachusetts
$344K -$4.11K -25 -1%