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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
1351
Meeder Asset Management
Ohio
$110K +$102K +482 +48,200%
CCA
1352
Catalyst Capital Advisors
New York
$106K -$1.48K -7 -1%
JFA
1353
JNBA Financial Advisors
Minnesota
$104K +$54.5K +258 +129%
ITIM
1354
Indiana Trust & Investment Management
Indiana
$102K
AIM
1355
Acropolis Investment Management
Missouri
$102K +$95.1K +450 New
SIA
1356
Sit Investment Associates
Minnesota
$102K -$92K -435 -49%
EWM
1357
Evolution Wealth Management
Florida
$101K +$40.8K +193 +76%
TCOV
1358
Trust Company of Vermont
Vermont
$101K +$94.5K +447 New
GKIM
1359
GW&K Investment Management
Massachusetts
$100K -$1.06K -5 -1%
BH
1360
Burk Holdings
Oklahoma
$99.2K -$423 -2 -0.5%
Optiver Holding
1361
Optiver Holding
Netherlands
$98.1K +$91.3K +432 New
SL
1362
Salomon & Ludwin
Virginia
$96.5K
RFS
1363
Richardson Financial Services
Massachusetts
$94.4K +$3.17K +15 +4%
KFAS
1364
Keating Financial Advisory Services
Kansas
$94.4K +$22.6K +107 +35%
SWM
1365
SHP Wealth Management
Massachusetts
$93.6K +$62.8K +297 +258%
AT
1366
Avalon Trust
New Mexico
$93.5K
FDW
1367
Fourth Dimension Wealth
Ohio
$93.3K +$63.4K +300 +270%
TIAA Trust, National Association
1368
TIAA Trust, National Association
North Carolina
$93.1K -$6.98K -33 -7%
MFC
1369
Mechanics Financial Corp
Ohio
$90.8K
RTC
1370
Riverview Trust Company
Washington
$90.8K
CFM
1371
Compass Financial Management
Florida
$89.8K +$82.5K +390 New
PJC
1372
Phillip James Consulting
Minnesota
$84.9K +$79.1K +374 New
CAL
1373
Capital Advisors Ltd
Ohio
$84K +$2.33K +11 +3%
CWM
1374
Copia Wealth Management
Oregon
$83.8K
BIA
1375
Bell Investment Advisors
California
$83.5K -$3.17K -15 -4%