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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CPIA
476
Cornell Pochily Investment Advisors
New York
$605K -$4.96K -57 -0.8%
WRM
477
Weybosset Research & Management
Rhode Island
$603K – – –
GBT
478
Grove Bank & Trust
Florida
$601K +$44.1K +507 +8%
MMG
479
Monetary Management Group
Missouri
$582K +$82.7K +950 +17%
FHB
480
First Hawaiian Bank
Hawaii
$581K -$24.4K -280 -4%
PIA
481
Piedmont Investment Advisors
North Carolina
$572K +$25.6K +294 +5%
SP
482
Symmetry Partners
Connecticut
$566K -$140K -1,607 -20%
PFBT
483
Parkside Financial Bank & Trust
Missouri
$565K -$48.7K -560 -8%
IRF
484
IBM Retirement Fund
New York
$564K -$6K -69 -1%
CP
485
Camelot Portfolios
Ohio
$552K -$172K -1,979 -25%
CC
486
ClearArc Capital
Ohio
$552K +$4.53K +52 +0.9%
KWM
487
Kingsview Wealth Management
Oregon
$550K +$164K +1,882 +45%
SC
488
Scotia Capital
Ontario, Canada
$547K -$13.1K -151 -2%
CI
489
Conning Inc
Connecticut
$535K +$8.79K +101 +2%
WAM
490
Wealthspire Advisors (Maryland)
Maryland
$534K +$8.09K +93 +2%
HIC
491
Holderness Investments Company
North Carolina
$528K +$21.8K +250 +4%
MAFM
492
Mid Atlantic Financial Management
Pennsylvania
$515K +$7.4K +85 +2%
MERSOM
493
Municipal Employees' Retirement System of Michigan
Michigan
$515K +$28.7K +330 +6%
GVAG
494
Great Valley Advisor Group
Delaware
$506K +$128K +1,471 +36%
MC
495
Moors & Cabot
Massachusetts
$505K +$17.7K +203 +4%
IA
496
IFG Advisory
Georgia
$501K -$37.7K -433 -7%
CNBT
497
Canandaigua National Bank & Trust
New York
$500K -$54.4K -625 -10%
AIM
498
Anchor Investment Management
South Carolina
$499K – – –
FMC
499
First Merchants Corp
Indiana
$494K +$227K +2,608 +92%
9WM
500
9258 Wealth Management
Ohio
$492K +$435 +5 +0.1%
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