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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PL
451
Parkwood LLC
Ohio
$337K – – –
TWI
452
Thomas White International
Illinois
$332K – – –
FBFS
453
First Business Financial Services
Wisconsin
$327K +$1.07K +16 +0.3%
IHL
454
Investment House LLC
California
$318K – – –
DDC
455
DF Dent & Co
Maryland
$316K +$8.08K +121 +3%
GVT
456
Genesee Valley Trust
New York
$315K +$2K +30 +0.6%
MYLI
457
Meiji Yasuda Life Insurance
Japan
$312K +$307K +4,600 New
WS
458
Wedbush Securities
California
$311K +$60.4K +905 +25%
EWM
459
Evermay Wealth Management
Virginia
$308K – – –
BJL
460
Brighton Jones LLC
Washington
$306K +$5.08K +76 +2%
TAM
461
Trillium Asset Management
Massachusetts
$302K – – –
AWA
462
ARS Wealth Advisors
Florida
$301K +$296K +4,438 New
OWD
463
Osborn Williams & Donohoe
Ohio
$298K -$6.68K -100 -2%
WCM
464
Washington Capital Management
Washington
$298K – – –
DWT
465
Dorsey & Whitney Trust
South Dakota
$292K +$289K +4,320 New
SI
466
SII Investments
Wisconsin
$288K -$1.32M -19,761 -82%
IB
467
Intrust Bank
Kansas
$282K -$65.5K -981 -19%
ADBIC
468
A.D. Beadell Investment Counsel
Wisconsin
$281K – – –
FWM
469
Focused Wealth Management
New York
$280K +$1.74K +26 +0.6%
LIM
470
Leavell Investment Management
Alabama
$280K +$16.7K +250 +6%
PIM
471
Parasol Investment Management
Illinois
$278K -$111K -1,665 -29%
ALA
472
Atherton Lane Advisers
California
$278K – – –
CCB
473
Cutter & Co Brokerage
Missouri
$278K +$54K +809 +25%
CCA
474
Checchi Capital Advisers
California
$277K +$5.01K +75 +2%
SRSA
475
S.R. Schill & Associates
Washington
$277K +$31.6K +473 +13%
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