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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BMA
501
Brooks Moore & Associates
Tennessee
$569K – – –
CI Investments Inc
502
CI Investments Inc
Ontario, Canada
$569K +$537K +6,268 +902%
CIAS
503
Capital Investment Advisory Services
North Carolina
$563K -$37.8K -442 -6%
AIP
504
Ameritas Investment Partners
Nebraska
$562K -$25.7K -300 -4%
HAM
505
Highstreet Asset Management
Ontario, Canada
$562K +$291K +3,398 +98%
VVP
506
Venture Visionary Partners
Ohio
$562K +$588K +6,873 New
AMI
507
Amica Mutual Insurance
Rhode Island
$559K – – –
ARMC
508
American Research & Management Company
Massachusetts
$552K – – –
CPIA
509
Cornell Pochily Investment Advisors
New York
$548K +$3.08K +36 +0.5%
WRM
510
Weybosset Research & Management
Rhode Island
$544K – – –
LNB
511
Ledyard National Bank
$541K -$19.9K -232 -3%
GBT
512
Grove Bank & Trust
Florida
$533K -$10.4K -121 -2%
MMG
513
Monetary Management Group
Missouri
$525K – – –
DCM
514
Donaldson Capital Management
Indiana
$515K +$101K +1,178 +23%
SP
515
Symmetry Partners
Connecticut
$511K – – –
PFBT
516
Parkside Financial Bank & Trust
Missouri
$509K -$342 -4 -0.1%
HIC
517
Holderness Investments Company
North Carolina
$492K +$17.1K +200 +3%
MME
518
Meag Munich Ergo
Germany
$490K -$1.79M -20,858 -78%
IRF
519
IBM Retirement Fund
New York
$490K -$20.6K -241 -4%
KWM
520
Kingsview Wealth Management
Oregon
$489K -$7.45K -87 -1%
CI
521
Conning Inc
Connecticut
$486K +$3.42K +40 +0.7%
WAM
522
Wealthspire Advisors (Maryland)
Maryland
$483K +$685 +8 +0.1%
VWA
523
Visionary Wealth Advisors
Illinois
$474K +$497K +5,801 New
MAFM
524
Mid Atlantic Financial Management
Pennsylvania
$472K +$8.05K +94 +2%
RFC
525
Regions Financial Corp
Alabama
$471K +$30K +350 +6%