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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
OMCS
501
Old Mutual Customised Solutions
South Africa
$157K – – –
ST
502
Smithfield Trust
Pennsylvania
$147K – – –
FNBT
503
FineMark National Bank & Trust
Florida
$145K +$35.3K +561 +32%
SSG
504
Summit Securities Group
New York
$138K +$138K +2,200 New
LOAMS
505
Lombard Odier Asset Management (Switzerland)
Switzerland
$138K +$139K +2,214 New
GIS
506
Guardian Investor Services
New York
$135K -$4.34K -69 -3%
WTB
507
Washington Trust Bank
Washington
$122K +$21.6K +344 +21%
ACS
508
Archford Capital Strategies
Illinois
$122K +$14.4K +229 +13%
OIA
509
Optimum Investment Advisors
Illinois
$115K – – –
MCM
510
McKinley Capital Management
Alaska
$107K -$83.7K -1,330 -44%
PR
511
Payden & Rygel
California
$107K – – –
PTC
512
Private Trust Company
Ohio
$106K +$16.7K +265 +19%
GLI
513
Guardian Life Insurance
New York
$103K +$1.26K +20 +1%
W
514
Wealthfront
California
$99K +$34.8K +553 +53%
NFG
515
Next Financial Group
Texas
$97K +$96.5K +1,533 New
FANJ
516
Financial Architects (New Jersey)
New Jersey
$94K +$94.4K +1,500 New
BFEC
517
Benjamin F. Edwards & Company
Missouri
$92K +$63 +1 +0.1%
ARMC
518
American Research & Management Company
Massachusetts
$85K +$12.6K +200 +17%
HDIM
519
Hanson & Doremus Investment Management
Vermont
$81K – – –
SF
520
Synovus Financial
Georgia
$79K – – –
EWM
521
Evercore Wealth Management
New York
$76K +$76.1K +1,210 New
LBG
522
Lloyds Banking Group
United Kingdom
$72K +$73.1K +1,161 New
NIM
523
NuWave Investment Management
New Jersey
$68K -$86K -1,367 -56%
GGPS
524
Gary Goldberg Planning Services
New York
$63K -$7.24K -115 -10%
FHA
525
First Horizon Advisors
Tennessee
$57K +$26.1K +415 +84%
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