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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
501
Newman Dignan & Sheerar Inc
Rhode Island
$291K -$3.57K -50 -1%
AF
502
Aldebaran Financial
$274K – – –
SRSA
503
S.R. Schill & Associates
Washington
$274K +$258K +3,615 New
CCA
504
Checchi Capital Advisers
California
$274K +$259K +3,622 New
WC
505
Whitnell & Co
Illinois
$272K -$7.42K -104 -3%
LIM
506
Leavell Investment Management
Alabama
$272K – – –
RT
507
Reliance Trust
Georgia
$272K +$256K +3,585 New
WGCA
508
Wolf Group Capital Advisors
Virginia
$270K -$32.1K -450 -11%
PFPT
509
Pinnacle Financial Partners (Tennessee)
Tennessee
$266K -$17.8K -250 -7%
WF
510
Welch & Forbes
Massachusetts
$265K – – –
FHC
511
First Heartland Consultants
Missouri
$265K +$571 +8 +0.2%
BTNA
512
Bremer Trust National Association
Minnesota
$262K -$214 -3 -0.1%
ACS
513
Archford Capital Strategies
Illinois
$262K +$55.6K +779 +29%
MFS
514
MSI Financial Services
Massachusetts
$260K +$166K +2,323 +208%
GJIC
515
Gamble Jones Investment Counsel
California
$259K +$8.5K +119 +4%
VFS
516
VSR Financial Services
Kansas
$258K -$92.6K -1,297 -28%
GC
517
Globeflex Capital
California
$256K +$242K +3,389 New
DC
518
Davenport & Co
Virginia
$243K -$75K -1,050 -25%
BA
519
Boston Advisors
Massachusetts
$240K -$5.78K -81 -2%
GF
520
Gerstein Fisher
New York
$240K +$222K +3,116 New
NRS
521
Neville Rodie & Shaw
New York
$238K +$224K +3,143 New
AT
522
Argent Trust
Texas
$238K +$224K +3,144 New
ECM
523
ETrade Capital Management
Virginia
$237K +$224K +3,136 New
DDC
524
DF Dent & Co
Maryland
$234K +$220K +3,086 New
AP
525
Appleton Partners
Massachusetts
$233K +$220K +3,075 New
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