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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
901
AGH Wealth Advisors
Kansas
$477K +$21.5K +109 +5%
ITG
902
Index Technologies Group
New York
$475K -$176K -892 -27%
BPWM
903
Badgley Phelps Wealth Managers
Washington
$475K -$33.6K -170 -7%
AA
904
ALPS Advisors
Colorado
$475K -$53.4K -270 -10%
WPP
905
Whalerock Point Partners
Rhode Island
$474K – – –
BF
906
Brucke Financial
Indiana
$469K +$468K +2,370 New
FFA
907
First Foundation Advisors
California
$465K +$77.1K +390 +20%
AIM
908
Advyzon Investment Management
Illinois
$463K +$463K +2,343 New
FCT
909
Family Capital Trust
Massachusetts
$463K +$279K +1,411 +152%
SL
910
Sentinus LLC
Illinois
$461K +$15K +76 +3%
Jane Street
911
Jane Street
New York
$461K +$461K +2,331 New
NG
912
Norden Group
Utah
$458K +$47.6K +241 +12%
TCA
913
Transcend Capital Advisors
New Jersey
$457K -$19K -96 -4%
PS
914
Planned Solutions
California
$456K – – –
MIM
915
MTM Investment Management
South Carolina
$455K – – –
SIA
916
Strategic Investment Advisors
Michigan
$454K -$80.8K -409 -15%
AA
917
Advisory Alpha
Michigan
$452K +$452K +2,286 New
DE
918
Defiance ETFs
New York
$451K +$451K +2,283 New
BPFA
919
Barnes Pettey Financial Advisors
Mississippi
$450K – – –
CA
920
Cullinan Associates
Kentucky
$450K -$1.54M -7,800 -77%
CWWM
921
Clear Wave Wealth Management
New Jersey
$448K +$448K +2,267 New
AAP
922
Arax Advisory Partners
Colorado
$442K -$275K -1,394 -39%
PRAG
923
Portfolio Resources Advisor Group
Florida
$441K +$67K +339 +18%
MAWA
924
Moss Adams Wealth Advisors
Washington
$439K +$65.6K +332 +18%
EA
925
Everpar Advisors
Oklahoma
$438K +$98.2K +497 +29%