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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FMLI
501
Fukoku Mutual Life Insurance
Japan
$337K +$321K +4,163 New
VSQM
502
V-Square Quantitative Management
Illinois
$335K +$36.8K +478 +13%
FAT
503
First American Trust
California
$334K – – –
SFI
504
Siemens Fonds Invest
Germany
$333K +$8.47K +110 +3%
MOS
505
MGO One Seven
Ohio
$327K -$82.4K -1,070 -21%
WPC
506
Wedmont Private Capital
Pennsylvania
$323K +$48K +623 +18%
DWT
507
Dorsey & Whitney Trust
South Dakota
$321K +$65.6K +852 +27%
PRC
508
Pearl River Capital
Michigan
$320K -$484K -6,285 -61%
MC
509
Moors & Cabot
Massachusetts
$320K -$1.93K -25 -0.6%
FLPIM
510
F.L. Putnam Investment Management
Massachusetts
$319K -$1.46K -19 -0.5%
GT
511
Glenmede Trust
Pennsylvania
$319K – – –
DP
512
Dearborn Partners
Illinois
$319K +$5.93K +77 +2%
TNA
513
True North Advisors
Texas
$317K +$302K +3,925 New
PCIA
514
Prime Capital Investment Advisors
Kansas
$317K +$10.4K +135 +4%
HWM
515
HB Wealth Management
Georgia
$316K +$56.8K +737 +23%
SWA
516
SFMG Wealth Advisors
Texas
$316K – – –
CFCI
517
Comprehensive Financial Consultants Institutional
Indiana
$315K – – –
WPP
518
Whalerock Point Partners
Rhode Island
$315K +$4.55K +59 +2%
CHA
519
Carmichael Hill & Associates
Maryland
$314K -$19.6K -254 -6%
AA
520
AlphaMark Advisors
Kentucky
$314K -$27K -350 -8%
DGAM
521
Desjardins Global Asset Management
Quebec, Canada
$313K -$212K -2,752 -42%
BP
522
Ballentine Partners
Massachusetts
$313K +$38.8K +504 +15%
VWA
523
Visionary Wealth Advisors
Illinois
$311K -$16.9K -220 -5%
WDA
524
Wendell David Associates
New Hampshire
$311K – – –
ASN
525
Advisory Services Network
Georgia
$307K -$7.01K -91 -2%
19 20
21
22 23