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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1051
Transamerica Financial Advisors
Florida
$1K
RWM
1052
Ruedi Wealth Management
Illinois
$896 -$817 -7 -50%
FPFS
1053
First Personal Financial Services
North Carolina
$769 +$700 +6 New
SFCL
1054
Strengthening Families & Communities LLC
Massachusetts
$768
FDCP
1055
Foster Dykema Cabot & Partners
Massachusetts
$768 +$700 +6 New
TCM
1056
TD Capital Management
Tennessee
$648
CAM
1057
Chesapeake Asset Management
New York
$640 +$583 +5 New
FGC
1058
Financial Gravity Companies
Texas
$640 +$583 +5 New
CAM
1059
ClariVest Asset Management
California
$620
A
1060
AlphaQuest
New York
$256 -$339K -2,909 -100%
MFG
1061
Mendota Financial Group
Wisconsin
$129 +$117 +1 New
CMP
1062
Coston McIsaac & Partners
Maine
$14
Voloridge Investment Management
1063
Voloridge Investment Management
Florida
-$12.9M -123,509 Closed
Two Sigma Investments
1064
Two Sigma Investments
New York
-$12.9M -123,300 Closed
CM
1065
Cercano Management
Washington
-$12.1M -115,822 Closed
QT
1066
Quantbot Technologies
New York
-$4.55M -43,676 Closed
ECM
1067
ExodusPoint Capital Management
New York
-$4.07M -39,074 Closed
JFG
1068
Jefferies Financial Group
New York
-$3.7M -35,499 Closed
FC
1069
FORA Capital
Florida
-$2.61M -25,080 Closed
XT
1070
XTX Topco
Cayman Islands
-$2.52M -24,135 Closed
LA
1071
LBP AM
France
-$2.36M -22,626 Closed
AGM
1072
Alpine Global Management
New York
-$2.29M -22,000 Closed
LMIM
1073
Lockheed Martin Investment Management
Maryland
-$1.5M -14,350 Closed
ET
1074
Entropy Technologies
New York
-$1.44M -13,794 Closed
SW
1075
Simplicity Wealth
New Jersey
-$1.27M -12,155 Closed