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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
IEFM
501
IQ EQ Fund Management
Ireland
$347K +$340K +5,001 New
PI
502
PineBridge Investments
New York
$346K
KFS
503
Kurt F. Somerville
$343K +$18.7K +275 +6%
NIM
504
NuWave Investment Management
New Jersey
$337K +$329K +4,831 +17,254%
NL
505
NWAM LLC
Washington
$336K
SWM
506
SeaCrest Wealth Management
New York
$331K +$32.9K +483 +11%
SMC
507
Smith, Moore & Co
Missouri
$329K -$6.12K -90 -2%
CHA
508
Carmichael Hill & Associates
Maryland
$327K
DBRC
509
D.B. Root & Company
Pennsylvania
$327K
LAIC
510
Lederer & Associates Investment Counsel
California
$325K -$3.06K -45 -1%
BFC
511
Blue Fin Capital
Rhode Island
$323K -$15.8K -232 -5%
EWM
512
Evercore Wealth Management
New York
$323K +$100K +1,475 +46%
HIS
513
Harvest Investment Services
Illinois
$321K +$288K +4,231 New
MYLI
514
Meiji Yasuda Life Insurance
Japan
$318K -$440K -6,460 -59%
CNBT
515
Canandaigua National Bank & Trust
New York
$317K -$103K -1,510 -25%
Parallax Volatility Advisers
516
Parallax Volatility Advisers
California
$313K +$307K +4,507 New
CMBA
517
C.M. Bidwell & Associates
Hawaii
$312K -$4.08K -60 -1%
SVWA
518
Sound View Wealth Advisors
Georgia
$309K +$303K +4,457 New
BRWA
519
B. Riley Wealth Advisors
Florida
$307K -$65.7K -966 -18%
ACM
520
Allred Capital Management
Texas
$307K +$301K +4,427 New
ACG
521
Allen Capital Group
Nebraska
$306K
Koshinski Asset Management
522
Koshinski Asset Management
Illinois
$305K -$83.8K -1,231 -22%
CG
523
Cutler Group
California
$302K +$293K +4,305 +7,553%
B
524
Bailard
California
$298K
IHL
525
Investment House LLC
California
$295K -$10.2K -150 -3%