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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
LSIA
901
LaSalle St. Investment Advisors
Illinois
$432K +$53.8K +288 +14%
PAS
902
Parsonex Advisory Services
Colorado
$432K +$19.8K +106 +5%
GAG
903
GM Advisory Group
New York
$429K +$39.2K +210 +10%
PS
904
Planned Solutions
California
$428K
AWA
905
AGH Wealth Advisors
Kansas
$427K +$1.49K +8 +0.3%
MIM
906
MTM Investment Management
South Carolina
$427K
GLAM
907
Gardner Lewis Asset Management
Pennsylvania
$424K +$427K +2,286 New
BPFA
908
Barnes Pettey Financial Advisors
Mississippi
$423K
Lazard Asset Management
909
Lazard Asset Management
New York
$422K +$28.2K +151 +7%
SCP
910
Sivia Capital Partners
California
$421K -$7.66K -41 -2%
SL
911
Sentinus LLC
Illinois
$419K +$3.17K +17 +0.8%
CFP
912
Catalyst Financial Partners
Massachusetts
$416K +$25.4K +136 +6%
CTC
913
Cetera Trust Company
Minnesota
$416K -$46.7K -250 -10%
MCM
914
Monument Capital Management
Virginia
$412K -$131K -701 -24%
SWM
915
Shelton Wealth Management
Texas
$408K +$1.49K +8 +0.4%
BFC
916
Blue Fin Capital
Rhode Island
$408K
PPA
917
Painted Porch Advisors
California
$408K
BFIM
918
Beese Fulmer Investment Management
Ohio
$407K +$409K +2,192 New
PK
919
Pflug Koory
Nebraska
$406K
NRC
920
New Republic Capital
North Carolina
$405K +$408K +2,184 New
LFG
921
Larson Financial Group
Missouri
$405K +$29.5K +158 +8%
BWA
922
Basecamp Wealth Advisors
Washington
$405K +$407K +2,179 New
BHBT
923
Burke & Herbert Bank & Trust
Virginia
$400K -$658K -3,524 -62%
AG
924
AlTi Global
New York
$396K +$399K +2,135 New
CAWM
925
Capital Advisors Wealth Management
Washington
$396K +$44.6K +239 +13%