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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
476
Archford Capital Strategies
Illinois
$102K +$97.9K +1,713 New
PR
477
Payden & Rygel
California
$101K – – –
GLI
478
Guardian Life Insurance
New York
$97K +$400 +7 +0.4%
WTB
479
Washington Trust Bank
Washington
$96K +$91.6K +1,603 New
BFEC
480
Benjamin F. Edwards & Company
Missouri
$87K +$17.2K +301 +26%
PTC
481
Private Trust Company
Ohio
$85K +$3.77K +66 +5%
SCG
482
Strategic Capital Group
Washington
$82K +$78.5K +1,374 New
HDIM
483
Hanson & Doremus Investment Management
Vermont
$78K – – –
ECM
484
ETrade Capital Management
Virginia
$77K +$14.6K +256 +25%
SF
485
Synovus Financial
Georgia
$75K +$42.1K +737 +142%
AR
486
Advisory Research
Illinois
$70K +$66.9K +1,171 New
ARMC
487
American Research & Management Company
Massachusetts
$69K – – –
GGPS
488
Gary Goldberg Planning Services
New York
$66K – – –
W
489
Wealthfront
California
$62K +$59.8K +1,047 New
PSI
490
Pinnacle Summer Investments
Virginia
$55K +$2.29K +40 +5%
MCM
491
Manchester Capital Management
Vermont
$50K – – –
EAMA
492
EFG Asset Management (Americas)
Florida
$49K +$1.14K +20 +2%
GXMC
493
Global X Management Company
New York
$47K -$14.7K -258 -25%
SSB
494
Sandy Spring Bank
Maryland
$47K +$17.1K +300 +61%
PAS
495
Partnervest Advisory Services
California
$44K -$1.09K -19 -3%
FNBSF
496
First National Bank Sioux Falls
South Dakota
$42K – – –
FQ
497
First Quadrant
California
$42K – – –
IMS
498
Index Management Solutions
Pennsylvania
$42K +$3.66K +64 +10%
LWCFA
499
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$40K – – –
DAM
500
Delta Asset Management
Tennessee
$38K -$4.86K -85 -12%
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