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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BOTW
451
Bank of the West
California
$368K – – –
BWP
452
Baldwin Wealth Partners
Massachusetts
$362K – – –
WA
453
WFG Advisors
Texas
$357K -$2.34K -35 -0.7%
DA
454
Dunvegan Associates
California
$347K -$201K -3,006 -37%
PL
455
Parkwood LLC
Ohio
$337K – – –
TWI
456
Thomas White International
Illinois
$332K – – –
FBFS
457
First Business Financial Services
Wisconsin
$327K +$1.07K +16 +0.3%
IHL
458
Investment House LLC
California
$318K – – –
DDC
459
DF Dent & Co
Maryland
$316K +$8.08K +121 +3%
GVT
460
Genesee Valley Trust
New York
$315K +$2K +30 +0.6%
MYLI
461
Meiji Yasuda Life Insurance
Japan
$312K +$307K +4,600 New
WS
462
Wedbush Securities
California
$311K +$60.4K +905 +25%
EWM
463
Evermay Wealth Management
Virginia
$308K – – –
BJL
464
Brighton Jones LLC
Washington
$306K +$5.08K +76 +2%
TAM
465
Trillium Asset Management
Massachusetts
$302K – – –
AWA
466
ARS Wealth Advisors
Florida
$301K +$296K +4,438 New
OWD
467
Osborn Williams & Donohoe
Ohio
$298K -$6.68K -100 -2%
WCM
468
Washington Capital Management
Washington
$298K – – –
DWT
469
Dorsey & Whitney Trust
South Dakota
$292K +$289K +4,320 New
SI
470
SII Investments
Wisconsin
$288K -$1.32M -19,761 -82%
IB
471
Intrust Bank
Kansas
$282K -$65.5K -981 -19%
ADBIC
472
A.D. Beadell Investment Counsel
Wisconsin
$281K – – –
FWM
473
Focused Wealth Management
New York
$280K +$1.74K +26 +0.6%
LIM
474
Leavell Investment Management
Alabama
$280K +$16.7K +250 +6%
PIM
475
Parasol Investment Management
Illinois
$278K -$111K -1,665 -29%
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