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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CI
501
Conning Inc
Connecticut
$360K +$36.1K +433 +12%
PCS
502
Personal CFO Solutions
New Jersey
$359K -$26.4K -317 -7%
Lazard Asset Management
503
Lazard Asset Management
New York
$359K +$37.8K +453 +12%
CHA
504
Carmichael Hill & Associates
Maryland
$355K – – –
FAT
505
First American Trust
California
$354K +$167 +2 +0%
AWM
506
Accurate Wealth Management
Florida
$348K +$3.42K +41 +1%
SIM
507
Sentry Investment Management
Wisconsin
$344K +$64.4K +773 +24%
IWM
508
IHT Wealth Management
Illinois
$341K -$38.8K -466 -11%
ANRIA
509
American National Registered Investment Advisor
Texas
$339K – – –
KA
510
Kintegral Advisory
New York
$339K – – –
GT
511
Glenmede Trust
Pennsylvania
$337K -$32.2K -386 -9%
Group One Trading
512
Group One Trading
Illinois
$336K -$362K -4,345 -53%
DP
513
Dearborn Partners
Illinois
$334K +$20.8K +250 +7%
SFA
514
Sequoia Financial Advisors
Ohio
$333K +$324K +3,881 New
NL
515
NWAM LLC
Washington
$332K – – –
Simplex Trading
516
Simplex Trading
Illinois
$329K +$321K +3,846 New
SEP
517
Southland Equity Partners
Missouri
$324K -$15.4K -185 -5%
KWM
518
Kingsview Wealth Management
Oregon
$323K -$6K -72 -2%
SWA
519
SFMG Wealth Advisors
Texas
$323K +$20K +240 +7%
BHA
520
Beech Hill Advisors
New York
$322K – – –
CGL
521
Clarius Group LLC
Washington
$322K +$16.8K +201 +6%
LS
522
Livforsakringsbolaget Skandia
Sweden
$321K -$208K -2,500 -40%
WTC
523
WhitTier Trust Company
Nevada
$319K – – –
GKWIM
524
Gerber Kawasaki Wealth & Investment Management
California
$317K – – –
MGP
525
Metis Global Partners
California
$317K +$308K +3,690 New