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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SS
501
Simplicity Solutions
Minnesota
$312K +$34K +396 +12%
EI
502
Ellevest Inc
New York
$311K +$57.8K +673 +22%
CI
503
Conning Inc
Connecticut
$310K -$90.2K -1,050 -22%
SAS
504
Stelac Advisory Services
New York
$309K -$411K -4,777 -56%
BHA
505
Beech Hill Advisors
New York
$309K
MC
506
Moors & Cabot
Massachusetts
$308K -$60.2K -700 -16%
HI
507
Harbour Investments
Wisconsin
$308K +$6.27K +73 +2%
Lazard Asset Management
508
Lazard Asset Management
New York
$307K +$221K +2,577 +222%
WTC
509
WhitTier Trust Company
Nevada
$306K -$13.4K -156 -4%
GKWIM
510
Gerber Kawasaki Wealth & Investment Management
California
$304K
WPP
511
Whalerock Point Partners
Rhode Island
$303K
DC
512
Davenport & Co
Virginia
$303K +$316K +3,672 New
Koshinski Asset Management
513
Koshinski Asset Management
Illinois
$302K +$77.9K +906 +33%
PFBT
514
Parkside Financial Bank & Trust
Missouri
$300K -$59.1K -688 -16%
DP
515
Dearborn Partners
Illinois
$300K -$8.16K -95 -3%
FLPIM
516
F.L. Putnam Investment Management
Massachusetts
$296K +$14.6K +170 +5%
CGL
517
Clarius Group LLC
Washington
$292K +$12.4K +144 +4%
SWA
518
SFMG Wealth Advisors
Texas
$291K +$27.5K +320 +10%
KFS
519
Kurt F. Somerville
$288K
MFW
520
Mosaic Family Wealth
Missouri
$288K
RHBC
521
R.H. Bluestein & Co
Michigan
$288K
RSWM
522
Robertson Stephens Wealth Management
California
$281K -$54.5K -634 -16%
GT
523
Glenview Trust
Kentucky
$274K +$27.2K +317 +11%
RC
524
RegentAtlantic Capital
New Jersey
$272K +$48.3K +562 +21%
BIP
525
Blueprint Investment Partners
North Carolina
$272K +$284K +3,306 New