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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
FP
476
FDO Partners
Massachusetts
$499K +$476K +7,051 New
IWMPD
477
Integrated Wealth Management (Palm Desert)
California
$498K +$35.4K +525 +8%
ED
478
Exane Derivatives
France
$497K -$404K -5,985 -46%
LS
479
Livforsakringsbolaget Skandia
Sweden
$492K -$1.15M -17,000 -71%
GBT
480
Grove Bank & Trust
Florida
$485K -$184K -2,733 -29%
CA
481
Continuum Advisory
Idaho
$479K +$456K +6,758 New
HAIM
482
Hunter Associates Investment Management
Pennsylvania
$466K +$74.2K +1,100 +20%
BIAS
483
Beacon Investment Advisory Services
New Jersey
$465K – – –
RCA
484
Rowland Carmichael Advisors
Arizona
$464K -$8.57K -127 -2%
ABC
485
Associated Banc-Corp
Wisconsin
$460K – – –
BAS
486
Brown Advisory Securities
Maryland
$457K -$48.2K -714 -10%
WSCM
487
Wellington Shields Capital Management
New York
$457K +$435K +6,450 New
DWT
488
Dorsey & Whitney Trust
South Dakota
$453K +$15.7K +233 +4%
SBIA
489
Sheaff Brock Investment Advisors
Indiana
$437K +$6.75K +100 +2%
PFBT
490
Parkside Financial Bank & Trust
Missouri
$433K -$32.1K -476 -7%
W
491
Wealthfront
California
$427K +$162K +2,400 +66%
BFC
492
Blue Fin Capital
Rhode Island
$421K -$7.42K -110 -2%
MNBTD
493
Moody National Bank Trust Division
Texas
$419K – – –
GAM
494
Gotham Asset Management
New York
$419K +$399K +5,918 New
PAG
495
Pinnacle Advisory Group
Maryland
$418K +$137K +2,032 +52%
FWCM
496
Ferguson Wellman Capital Management
Oregon
$409K -$29.7K -440 -7%
CCB
497
Cutter & Co Brokerage
Missouri
$407K -$30.4K -450 -7%
CG
498
Caprock Group
Idaho
$407K +$388K +5,751 New
WA
499
WFG Advisors
Texas
$406K +$19.4K +288 +5%
TCM
500
Teza Capital Management
Illinois
$403K +$384K +5,687 New