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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CG
501
Caprock Group
Idaho
$439K +$7.89K +108 +2%
PM
502
Parametrica Management
Hong Kong
$434K +$424K +5,803 New
CCB
503
Cutter & Co Brokerage
Missouri
$432K +$1.97K +27 +0.5%
FHC
504
First Heartland Consultants
Missouri
$426K +$2.41K +33 +0.6%
FIM
505
Freedom Investment Management
Connecticut
$418K -$4.97K -68 -1%
EAM
506
Eventide Asset Management
Massachusetts
$412K – – –
JSL
507
JT Stratford LLC
Georgia
$412K +$292 +4 +0.1%
BCM
508
BlueCrest Capital Management
Jersey
$412K +$403K +5,508 New
FWCM
509
Ferguson Wellman Capital Management
Oregon
$407K -$24.5K -335 -6%
CPA
510
Clear Perspective Advisors
Illinois
$406K +$1.9K +26 +0.5%
BFC
511
Blue Fin Capital
Rhode Island
$403K -$40.6K -555 -9%
GVT
512
Genesee Valley Trust
New York
$401K +$30.7K +420 +9%
LNWWM
513
Laird Norton Wetherby Wealth Management
California
$401K +$79.5K +1,088 +25%
CL
514
Choreo LLC
Illinois
$396K +$7.82K +107 +2%
DDC
515
DF Dent & Co
Maryland
$393K – – –
ZIC
516
ZWJ Investment Counsel
Georgia
$389K – – –
QI
517
Quotient Investors
New York
$389K +$36.5K +500 +11%
CS
518
Comerica Securities
Michigan
$388K +$21.6K +295 +6%
GEA
519
Glen Eagle Advisors
New Jersey
$386K +$219 +3 +0.1%
HT
520
HighTower Trust
Texas
$385K +$51.2K +700 +16%
HIC
521
Holderness Investments Company
North Carolina
$379K – – –
RA
522
RFG Advisory
Alabama
$379K +$11.8K +162 +3%
CTA
523
Colonial Trust Advisors
South Carolina
$376K – – –
FMII
524
Farmers & Merchants Investments Inc
Nebraska
$376K +$2.19K +30 +0.6%
MA
525
Montag & Associates
Georgia
$374K – – –
19 20
21
22 23