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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TWI
451
Thomas White International
Illinois
$307K – – –
OWD
452
Osborn Williams & Donohoe
Ohio
$305K -$9.44K -150 -3%
GVT
453
Genesee Valley Trust
New York
$302K +$2.52K +40 +0.8%
IHL
454
Investment House LLC
California
$301K – – –
SFG
455
SNS Financial Group
Minnesota
$296K +$297K +4,726 New
CS
456
Comerica Securities
Michigan
$292K -$386K -6,136 -57%
PIM
457
Parasol Investment Management
Illinois
$291K +$292K +4,640 New
FWIA
458
Fort Washington Investment Advisors
Ohio
$288K +$37.8K +600 +15%
BJL
459
Brighton Jones LLC
Washington
$287K -$40K -636 -12%
EWM
460
Evermay Wealth Management
Virginia
$287K +$6.29K +100 +2%
WS
461
Wedbush Securities
California
$287K +$36.4K +579 +14%
DC
462
Davenport & Co
Virginia
$286K -$14K -223 -5%
TAM
463
Trillium Asset Management
Massachusetts
$280K – – –
WCM
464
Washington Capital Management
Washington
$276K – – –
IB
465
Intrust Bank
Kansas
$274K +$25.8K +410 +10%
PFBT
466
Parkside Financial Bank & Trust
Missouri
$267K +$17.6K +279 +7%
MC
467
Moors & Cabot
Massachusetts
$265K +$264K +4,200 New
FWM
468
Focused Wealth Management
New York
$264K -$23.4K -372 -8%
VFS
469
VSR Financial Services
Kansas
$264K +$4.72K +75 +2%
LCM
470
Landscape Capital Management
New Jersey
$263K -$3.03M -48,200 -92%
WGCA
471
Wolf Group Capital Advisors
Virginia
$262K -$27.7K -440 -10%
ALA
472
Atherton Lane Advisers
California
$257K – – –
WC
473
Whitnell & Co
Illinois
$256K -$23.9K -380 -9%
QI
474
QS Investors
New York
$256K +$257K +4,091 New
PFPT
475
Pinnacle Financial Partners (Tennessee)
Tennessee
$250K – – –
17 18
19
20 21