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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
RFG
926
RFP Financial Group
Georgia
$851 – – –
FGAM
927
Financial Gravity Asset Management
Texas
$825 +$694 +8 New
CJ
928
Caitlin John
Michigan
$638 +$607 +7 New
VCM
929
Versant Capital Management
Arizona
$631 – – –
CAM
930
ClariVest Asset Management
California
$547 – – –
JFGIW
931
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$542 +$521 +6 New
GFPC
932
Global Financial Private Client
Florida
$541 – – –
BWM
933
Baystate Wealth Management
Massachusetts
$321 +$87 +1 +50%
BFA
934
BBJS Financial Advisors
Washington
$132 -$174 -2 -67%
WCP
935
Waterfront Capital Partners
New York
– -$37.5M -457,238 Closed
GCA
936
GSI Capital Advisors
California
– -$4.14M -50,508 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
937
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
– -$2.62M -32,000 Closed
LSA
938
L & S Advisors
California
– -$1.68M -20,477 Closed
OFG
939
Oxford Financial Group
Indiana
– -$1.41M -17,218 Closed
EC
940
Elequin Capital
New York
– -$1.13M -13,803 Closed
LCM
941
LDR Capital Management
New York
– -$1.03M -12,591 Closed
PRC
942
Pearl River Capital
Michigan
– -$867K -10,583 Closed
DS
943
DRW Securities
Illinois
– -$784K -9,575 Closed
SFO
944
Stokes Family Office
Louisiana
– -$729K -8,894 Closed
FMAEN1
945
Fund Management at Engine No 1
California
– -$608K -7,418 Closed
SAM
946
Sompo Asset Management
Japan
– -$405K -4,940 Closed
KPWS
947
Kestra Private Wealth Services
Texas
– -$361K -4,409 Closed
DTL
948
Dynamic Technology Lab
Singapore
– -$342K -4,178 Closed
SPC
949
Sigma Planning Corp
Michigan
– -$310K -3,779 Closed
TFA
950
Trinity Financial Advisors
Ohio
– -$281K -3,428 Closed