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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
LA
526
LVW Advisors
New York
$321K – – –
IHL
527
Investment House LLC
California
$315K -$2.78K -42 -0.9%
QI
528
Quotient Investors
New York
$315K – – –
LAIC
529
Lederer & Associates Investment Counsel
California
$310K +$307K +4,635 New
CCA
530
Checchi Capital Advisers
California
$309K -$10.1K -152 -3%
EWM
531
Evercore Wealth Management
New York
$309K +$69.5K +1,049 +29%
II
532
IFM Investors
Australia
$307K +$303K +4,581 New
BJL
533
Brighton Jones LLC
Washington
$302K +$1.85K +28 +0.6%
CS
534
Comerica Securities
Michigan
$302K +$10.9K +164 +4%
ADBIC
535
A.D. Beadell Investment Counsel
Wisconsin
$300K +$22.9K +345 +8%
LIM
536
Leavell Investment Management
Alabama
$297K – – –
Mackenzie Financial
537
Mackenzie Financial
Ontario, Canada
$297K +$35.4K +535 +14%
BWM
538
BerganKDV Wealth Management
Minnesota
$291K -$662 -10 -0.2%
PI
539
PineBridge Investments
New York
$283K +$271K +4,095 +2,884%
PCM
540
Penserra Capital Management
California
$282K +$33.7K +509 +14%
BHA
541
Beech Hill Advisors
New York
$276K -$3.38M -50,955 -93%
TC
542
Telemus Capital
Michigan
$275K +$1.79K +27 +0.7%
WAM
543
Wealthspire Advisors (Maryland)
Maryland
$275K +$14.2K +215 +6%
SRSA
544
S.R. Schill & Associates
Washington
$274K – – –
GLA
545
Good Life Advisors
Pennsylvania
$273K +$272K +4,111 New
JMPWA
546
JP Morgan Private Wealth Advisors
California
$270K +$267K +4,035 New
TW
547
Transform Wealth
Colorado
$268K – – –
SMC
548
Smith, Moore & Co
Missouri
$267K +$3.31K +50 +1%
GT
549
Glenview Trust
Kentucky
$266K +$263K +3,970 New
EP
550
Edgestream Partners
New Jersey
$263K -$1.76M -26,643 -87%