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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
IHL
526
Investment House LLC
California
$333K – – –
QI
527
Quotient Investors
New York
$333K – – –
LOAME
528
Lombard Odier Asset Management (Europe)
United Kingdom
$326K -$48K -711 -13%
VAM
529
Verity Asset Management
North Carolina
$325K +$310K +4,590 New
LIM
530
Leavell Investment Management
Alabama
$323K +$8.97K +133 +3%
EWM
531
Evercore Wealth Management
New York
$321K -$6.54K -97 -2%
ADBIC
532
A.D. Beadell Investment Counsel
Wisconsin
$318K – – –
Mackenzie Financial
533
Mackenzie Financial
Ontario, Canada
$316K +$2.56K +38 +0.9%
CSS
534
Cubist Systematic Strategies
Connecticut
$314K -$36.4K -540 -11%
HT
535
HighTower Trust
Texas
$314K +$300K +4,440 New
BWM
536
BerganKDV Wealth Management
Minnesota
$307K -$1.48K -22 -0.5%
GLA
537
Good Life Advisors
Pennsylvania
$307K +$14.4K +214 +5%
WAM
538
Wealthspire Advisors (Maryland)
Maryland
$305K +$13.5K +200 +5%
LNWWM
539
Laird Norton Wetherby Wealth Management
California
$303K +$38.9K +577 +16%
CG
540
CFO4Life Group
Texas
$302K +$287K +4,260 New
CCA
541
Checchi Capital Advisers
California
$299K -$26.8K -397 -9%
BHA
542
Beech Hill Advisors
New York
$292K – – –
SGCA
543
Steel Grove Capital Advisors
Tennessee
$290K -$51.6K -765 -16%
SRSA
544
S.R. Schill & Associates
Washington
$290K – – –
SDWMA
545
Schneider Downs Wealth Management Advisors
Pennsylvania
$290K +$277K +4,100 New
TC
546
Telemus Capital
Michigan
$289K -$1.82K -27 -0.7%
EWM
547
Evermay Wealth Management
Virginia
$288K +$54.6K +810 +25%
Verition Fund Management
548
Verition Fund Management
Connecticut
$288K +$274K +4,064 New
SMC
549
Smith, Moore & Co
Missouri
$284K +$1.28K +19 +0.5%
GT
550
Glenview Trust
Kentucky
$282K – – –