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WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
526
Dividend Assets Capital
South Carolina
$221K +$212K +3,250 New
SLG
527
Stanley-Laman Group
Pennsylvania
$216K -$12.1K -186 -6%
BA
528
Boston Advisors
Massachusetts
$216K – – –
WCA
529
Waratah Capital Advisors
Ontario, Canada
$214K +$206K +3,150 New
UFG
530
United Fire Group
Iowa
$211K – – –
JMPWA
531
JP Morgan Private Wealth Advisors
California
$211K +$203K +3,107 New
GA
532
Geneva Advisors
Illinois
$210K -$19.6K -300 -9%
MYLI
533
Meiji Yasuda Life Insurance
Japan
$204K -$104K -1,600 -35%
WF
534
Welch & Forbes
Massachusetts
$204K – – –
GF
535
Gerstein Fisher
New York
$202K – – –
GJIC
536
Gamble Jones Investment Counsel
California
$201K -$5.61K -86 -3%
AP
537
Appleton Partners
Massachusetts
$201K +$193K +2,950 New
WEC
538
Winslow Evans & Crocker
Massachusetts
$184K – – –
MA
539
MUFG Americas
New York
$181K – – –
PAM
540
PartnerRe Asset Management
Connecticut
$160K -$262K -4,010 -63%
CLOS
541
Compagnie Lombard Odier SCmA
Switzerland
$157K +$150K +2,300 New
PAIA
542
Park Avenue Institutional Advisers
New York
$156K -$2.54K -39 -2%
ST
543
Smithfield Trust
Pennsylvania
$156K +$149K +2,289 New
LOAMS
544
Lombard Odier Asset Management (Switzerland)
Switzerland
$152K -$17.4M -266,559 -99%
IWMPD
545
Integrated Wealth Management (Palm Desert)
California
$150K +$11.2K +171 +8%
FNBT
546
FineMark National Bank & Trust
Florida
$146K +$120K +1,845 +603%
SC
547
Saturna Capital
Washington
$144K -$994K -15,233 -88%
WIC
548
Woodmont Investment Counsel
Tennessee
$140K +$17.9K +275 +15%
EAM
549
Eventide Asset Management
Massachusetts
$136K +$124K +1,900 +1,900%
PCM
550
Penserra Capital Management
California
$132K +$127K +1,941 New
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