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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TWI
451
Thomas White International
Illinois
$306K – – –
IHL
452
Investment House LLC
California
$299K – – –
BJL
453
Brighton Jones LLC
Washington
$298K +$12.7K +197 +4%
VFS
454
VSR Financial Services
Kansas
$294K +$32.2K +500 +12%
SFG
455
SNS Financial Group
Minnesota
$290K -$4.9K -76 -2%
WS
456
Wedbush Securities
California
$288K +$3.1K +48 +1%
EWM
457
Evermay Wealth Management
Virginia
$286K – – –
OWD
458
Osborn Williams & Donohoe
Ohio
$284K -$19.3K -300 -6%
IB
459
Intrust Bank
Kansas
$281K +$7.87K +122 +3%
QI
460
QS Investors
New York
$280K +$25.8K +400 +10%
TAM
461
Trillium Asset Management
Massachusetts
$278K – – –
WCM
462
Washington Capital Management
Washington
$274K – – –
PFBT
463
Parkside Financial Bank & Trust
Missouri
$274K +$8.13K +126 +3%
WA
464
WFG Advisors
Texas
$269K -$96.3K -1,494 -26%
DC
465
Davenport & Co
Virginia
$266K -$19.3K -300 -7%
FWM
466
Focused Wealth Management
New York
$265K +$1.61K +25 +0.6%
MBT
467
Monroe Bank & Trust
Michigan
$262K -$123K -1,908 -31%
MC
468
Moors & Cabot
Massachusetts
$260K – – –
ALA
469
Atherton Lane Advisers
California
$256K – – –
WGCA
470
Wolf Group Capital Advisors
Virginia
$251K -$10.3K -160 -4%
IMS
471
Index Management Solutions
Pennsylvania
$250K +$221K +3,428 +594%
NDSI
472
Newman Dignan & Sheerar Inc
Rhode Island
$243K – – –
CLOS
473
Compagnie Lombard Odier SCmA
Switzerland
$240K – – –
WA
474
WESPAC Advisors
California
$238K +$246K +3,812 New
OPCM
475
Osborne Partners Capital Management
California
$237K – – –
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19
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