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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PR
501
Payden & Rygel
California
$106K – – –
PTC
502
Private Trust Company
Ohio
$106K +$516 +8 +0.5%
MMG
503
Monetary Management Group
Missouri
$106K +$96.7K +1,500 +750%
ARMC
504
American Research & Management Company
Massachusetts
$103K +$18.3K +283 +21%
SSG
505
Summit Securities Group
New York
$100K -$38.7K -600 -27%
PSI
506
Pinnacle Summer Investments
Virginia
$96K -$131K -2,025 -57%
FANJ
507
Financial Architects (New Jersey)
New Jersey
$90K -$3.23K -50 -3%
OMCS
508
Old Mutual Customised Solutions
South Africa
$87K -$70.9K -1,100 -44%
NIM
509
NuWave Investment Management
New Jersey
$85K +$18.1K +280 +26%
SSB
510
Sandy Spring Bank
Maryland
$83K +$28.7K +445 +50%
BBHC
511
Brown Brothers Harriman & Co
New York
$83K +$85.6K +1,328 New
HDIM
512
Hanson & Doremus Investment Management
Vermont
$81K – – –
EWM
513
Evercore Wealth Management
New York
$75K – – –
LBG
514
Lloyds Banking Group
United Kingdom
$71K -$1.1K -17 -1%
MFS
515
MSI Financial Services
Massachusetts
$70K +$51.3K +796 +248%
GGPS
516
Gary Goldberg Planning Services
New York
$64K +$1.68K +26 +3%
FHA
517
First Horizon Advisors
Tennessee
$60K +$3.35K +52 +6%
OIA
518
Optimum Investment Advisors
Illinois
$58K -$58K -900 -49%
SF
519
Synovus Financial
Georgia
$53K -$25.8K -400 -32%
MCM
520
Manchester Capital Management
Vermont
$52K – – –
TFA
521
Transamerica Financial Advisors
Florida
$52K +$22.8K +354 +74%
FNBSF
522
First National Bank Sioux Falls
South Dakota
$44K – – –
FQ
523
First Quadrant
California
$44K – – –
GXMC
524
Global X Management Company
New York
$43K -$5.74K -89 -11%
CAL
525
Capital Analysts LLC
Pennsylvania
$42.2K +$8.84K +137 +25%
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21
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