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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
GVT
476
Genesee Valley Trust
New York
$378K -$5K -70 -1%
GH
477
GAM Holding
Switzerland
$377K – – –
CTA
478
Colonial Trust Advisors
South Carolina
$375K -$79.9K -1,119 -18%
TWI
479
Thomas White International
Illinois
$371K – – –
IHL
480
Investment House LLC
California
$363K – – –
NFG
481
Next Financial Group
Texas
$358K -$38.8K -544 -10%
QI
482
QS Investors
New York
$356K +$14.9K +209 +5%
HF
483
HRT Financial
New York
$353K +$333K +4,665 New
BJL
484
Brighton Jones LLC
Washington
$347K -$13.5K -189 -4%
EWM
485
Evermay Wealth Management
Virginia
$347K – – –
OWD
486
Osborn Williams & Donohoe
Ohio
$344K – – –
MC
487
Moors & Cabot
Massachusetts
$341K +$21.4K +300 +7%
SFG
488
SNS Financial Group
Minnesota
$337K -$14.3K -200 -4%
TAM
489
Trillium Asset Management
Massachusetts
$337K – – –
IB
490
Intrust Bank
Kansas
$335K -$4.64K -65 -1%
WCM
491
Washington Capital Management
Washington
$333K – – –
PFBT
492
Parkside Financial Bank & Trust
Missouri
$325K -$7.78K -109 -2%
Mackenzie Financial
493
Mackenzie Financial
Ontario, Canada
$316K +$298K +4,175 New
ALA
494
Atherton Lane Advisers
California
$310K – – –
BBHC
495
Brown Brothers Harriman & Co
New York
$309K +$197K +2,755 +207%
FWM
496
Focused Wealth Management
New York
$308K -$12.7K -178 -4%
WA
497
WESPAC Advisors
California
$304K +$14.3K +200 +5%
PHS
498
Pekin Hardy Strauss
Illinois
$304K +$286K +4,012 New
ED
499
Exane Derivatives
France
$295K +$278K +3,898 New
VHAM
500
Van Hulzen Asset Management
California
$293K +$277K +3,878 New