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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
451
Blue Fin Capital
Rhode Island
$417K +$400K +6,130 New
BIAS
452
Beacon Investment Advisory Services
New Jersey
$416K -$3.26K -50 -0.8%
GHAM
453
Gilman Hill Asset Management
Connecticut
$415K +$13.1K +200 +3%
NB
454
Norinchukin Bank
Japan
$414K -$257K -3,940 -39%
IP
455
Investment Partners
Ohio
$414K +$783 +12 +0.2%
HFS
456
HL Financial Services
Kentucky
$412K -$11.7K -180 -3%
CTA
457
Colonial Trust Advisors
South Carolina
$405K -$6.53K -100 -2%
MNBTD
458
Moody National Bank Trust Division
Texas
$403K – – –
BUB
459
BBVA USA Bancshares
Texas
$395K +$379K +5,812 New
CFA
460
Carroll Financial Associates
North Carolina
$390K +$29.5K +452 +9%
BOTW
461
Bank of the West
California
$386K +$15.8K +242 +4%
MAM
462
Martingale Asset Management
Massachusetts
$376K -$1.32M -20,250 -79%
BCMO
463
Buckingham Capital Management (Ohio)
Ohio
$374K -$109K -1,669 -23%
CAM
464
Columbia Asset Management
Michigan
$374K +$359K +5,500 New
NAM
465
North American Management
Massachusetts
$372K – – –
WRM
466
Westport Resources Management
Connecticut
$369K -$44.3K -679 -11%
B
467
BancorpSouth
Mississippi
$353K +$338K +5,181 New
LA
468
LVW Advisors
New York
$350K – – –
MIC
469
MU Investments Company
Japan
$348K -$62K -950 -16%
MA
470
Montag & Associates
Georgia
$340K -$30K -459 -8%
DA
471
Dunvegan Associates
California
$338K -$9.99K -153 -3%
SAM
472
Symphony Asset Management
California
$337K -$53.3K -816 -14%
WA
473
WFG Advisors
Texas
$334K -$23.8K -365 -7%
JG
474
Jefferies Group
New York
$333K -$7.17M -109,800 -96%
DDC
475
DF Dent & Co
Maryland
$328K +$10.1K +154 +3%
17 18
19
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