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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
GA
526
Geneva Advisors
Illinois
$213K +$233K +3,243 New
BA
527
Boston Advisors
Massachusetts
$208K – – –
MCWS
528
McKinley Carter Wealth Services
West Virginia
$208K +$227K +3,169 New
AT
529
Argent Trust
Texas
$205K -$3.58K -50 -2%
GJIC
530
Gamble Jones Investment Counsel
California
$205K +$8.6K +120 +4%
MC
531
Moors & Cabot
Massachusetts
$204K -$35.9K -500 -14%
MA
532
MUFG Americas
New York
$198K – – –
ACS
533
Archford Capital Strategies
Illinois
$185K -$49.6K -692 -20%
NYLIM
534
New York Life Investment Management
New York
$184K -$186K -2,600 -48%
WEC
535
Winslow Evans & Crocker
Massachusetts
$182K – – –
PI
536
PineBridge Investments
New York
$168K +$184K +2,562 New
PVH
537
Psagot Value Holdings
Israel
$164K – – –
PAIA
538
Park Avenue Institutional Advisers
New York
$155K +$169K +2,357 New
BCM
539
Brookstone Capital Management
Illinois
$154K -$18.5K -258 -10%
FNBT
540
FineMark National Bank & Trust
Florida
$153K -$76.5K -1,067 -31%
ST
541
Smithfield Trust
Pennsylvania
$151K – – –
RIA
542
Regal Investment Advisors
Michigan
$127K +$3.94K +55 +3%
CFG
543
CNO Financial Group
Indiana
$125K – – –
CLOS
544
Compagnie Lombard Odier SCmA
Switzerland
$120K +$14.3K +200 +12%
MIM
545
Macroview Investment Management
Maryland
$118K +$574 +8 +0.4%
IWMPD
546
Integrated Wealth Management (Palm Desert)
California
$118K +$49.6K +692 +62%
LNB
547
Ledyard National Bank
$117K -$39.4K -550 -24%
WIC
548
Woodmont Investment Counsel
Tennessee
$117K +$128K +1,785 New
PR
549
Payden & Rygel
California
$112K – – –
BFEC
550
Benjamin F. Edwards & Company
Missouri
$107K +$7.74K +108 +7%
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