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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
PAS
526
Partnervest Advisory Services
California
$46K +$440 +7 +1%
ACM
527
Adelante Capital Management
California
$45K +$45.6K +725 New
FNBSF
528
First National Bank Sioux Falls
South Dakota
$44K – – –
FQ
529
First Quadrant
California
$44K – – –
ST
530
Spot Trading
Illinois
$44K +$12.6K +200 +40%
LWCFA
531
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$42K – – –
IWC
532
Integrated Wealth Counsel
California
$40K -$2.34M -37,140 -98%
GSC
533
Ground Swell Capital
South Carolina
$40K +$40.1K +638 New
HF
534
Hoxton Financial
West Virginia
$39K – – –
JFA
535
JNBA Financial Advisors
Minnesota
$39K – – –
PCM
536
Prelude Capital Management
New York
$38K – – –
IMS
537
Index Management Solutions
Pennsylvania
$36K -$7.61K -121 -17%
CAL
538
Capital Analysts LLC
Pennsylvania
$33.7K +$189 +3 +0.6%
HCM
539
Highlander Capital Management
New Jersey
$31.3K – – –
CFA
540
Carroll Financial Associates
North Carolina
$31K – – –
BPBT
541
Boston Private Bank & Trust
Massachusetts
$31K +$12.3K +195 +65%
ZTNA
542
Zions Trust National Association
Utah
$31K +$31.5K +500 New
TFA
543
Transamerica Financial Advisors
Florida
$30K +$8.43K +134 +39%
DAM
544
Delta Asset Management
Tennessee
$28K -$12.6K -200 -31%
NES
545
New England Securities
New York
$28K -$8.24K -131 -23%
EAMA
546
EFG Asset Management (Americas)
Florida
$27K -$24.4K -388 -47%
EFSCE
547
Enterprise Financial Services Corp (EFSC)
Missouri
$21K +$20.8K +331 New
MFS
548
MSI Financial Services
Massachusetts
$20K -$111K -1,760 -85%
SC
549
Saturna Capital
Washington
$19K – – –
WA
550
WealthTrust-Arizona
Arizona
$19K – – –
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