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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
JWM
376
Jeppson Wealth Management
California
$828K – – –
SPIA
377
Steward Partners Investment Advisory
New York
$826K -$132K -1,730 -15%
BCB
378
Brian C. Broderick
$824K – – –
UB
379
UMB Bank
Missouri
$819K -$42.6K -556 -5%
LK
380
Lumbard & Kellner
New Hampshire
$813K +$995 +13 +0.1%
AII
381
AGF Investments Inc
Ontario, Canada
$799K +$736K +9,609 New
UIM
382
USS Investment Management
United Kingdom
$798K – – –
SAM
383
Shell Asset Management
Netherlands
$791K +$156K +2,044 +27%
EVM
384
Eaton Vance Management
Massachusetts
$790K -$735K -9,603 -50%
WGA
385
Weather Gauge Advisory
Virginia
$778K -$9.95K -130 -1%
WA
386
Waverly Advisors
Alabama
$763K +$686K +8,963 New
ECM
387
Everence Capital Management
Indiana
$756K -$309K -4,040 -31%
TAIM
388
Te Ahumairangi Investment Management
New Zealand
$748K -$574K -7,500 -45%
CBTWT
389
Community Bank & Trust (Waco, Texas)
Texas
$735K -$17K -222 -2%
SPC
390
Sigma Planning Corp
Michigan
$722K -$108K -1,410 -14%
AC
391
Allstate Corporation
Illinois
$721K -$85.7K -1,119 -11%
CIC
392
Carnegie Investment Counsel
Ohio
$718K – – –
BCV
393
Banque Cantonale Vaudoise
Switzerland
$713K – – –
PCAP
394
Pratt Collard Advisory Partners
New York
$710K -$7.66K -100 -1%
OIA
395
OneDigital Investment Advisors
Kansas
$710K -$1.23K -16 -0.2%
SAS
396
Stelac Advisory Services
New York
$708K -$5.13K -67 -0.8%
HNB
397
Huntington National Bank
Ohio
$708K +$22.1K +289 +4%
MAS
398
Madden Advisory Services
Florida
$674K -$14.5K -190 -2%
AA
399
Argent Advisors
Louisiana
$669K +$29.9K +391 +5%
SBIA
400
Sheaff Brock Investment Advisors
Indiana
$667K – – –
14 15
16
17 18