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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
HWP
926
Highline Wealth Partners
California
$902
RFG
927
RFP Financial Group
Georgia
$851
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
IWA
933
IBEX Wealth Advisors
New Jersey
$495 -$491K -5,658 -100%
BWM
934
Baystate Wealth Management
Massachusetts
$321 +$87 +1 +50%
BFA
935
BBJS Financial Advisors
Washington
$132 -$174 -2 -67%
WCP
936
Waterfront Capital Partners
New York
-$37.5M -457,238 Closed
GCA
937
GSI Capital Advisors
California
-$4.14M -50,508 Closed
Caisse de Depot et Placement du Quebec (CDPQ)
938
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
-$2.62M -32,000 Closed
LSA
939
L & S Advisors
California
-$1.68M -20,477 Closed
OFG
940
Oxford Financial Group
Indiana
-$1.41M -17,218 Closed
EC
941
Elequin Capital
New York
-$1.13M -13,803 Closed
LCM
942
LDR Capital Management
New York
-$1.03M -12,591 Closed
PRC
943
Pearl River Capital
Michigan
-$867K -10,583 Closed
DS
944
DRW Securities
Illinois
-$784K -9,575 Closed
SFO
945
Stokes Family Office
Louisiana
-$729K -8,894 Closed
FMAEN1
946
Fund Management at Engine No 1
California
-$608K -7,418 Closed
SAM
947
Sompo Asset Management
Japan
-$405K -4,940 Closed
KPWS
948
Kestra Private Wealth Services
Texas
-$361K -4,409 Closed
DTL
949
Dynamic Technology Lab
Singapore
-$342K -4,178 Closed
SPC
950
Sigma Planning Corp
Michigan
-$310K -3,779 Closed