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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CPA
526
Clear Perspective Advisors
Illinois
$355K -$27.4K -377 -7%
RIM
527
Rampart Investment Management
Connecticut
$354K +$54.6K +751 +18%
GHA
528
Garcia Hamilton & Associates
Texas
$352K -$430K -5,920 -54%
MA
529
Montag & Associates
Georgia
$351K – – –
NAM
530
North American Management
Massachusetts
$348K – – –
LAIC
531
Lederer & Associates Investment Counsel
California
$347K – – –
FIM
532
Freedom Investment Management
Connecticut
$345K -$48.7K -670 -12%
BC
533
Brinker Capital
Pennsylvania
$338K +$350K +4,811 New
BJL
534
Brighton Jones LLC
Washington
$337K -$10.2K -140 -3%
WB
535
Webster Bank
Connecticut
$337K +$334K +4,600 +2,300%
PCM
536
Penserra Capital Management
California
$333K +$349K +4,793 New
BFEC
537
Benjamin F. Edwards & Company
Missouri
$331K +$132K +1,810 +62%
PAG
538
Pinnacle Advisory Group
Maryland
$328K +$4.58K +63 +1%
LOAME
539
Lombard Odier Asset Management (Europe)
United Kingdom
$324K – – –
IHL
540
Investment House LLC
California
$323K -$7.27K -100 -2%
HR
541
Howe & Rusling
New York
$320K +$331K +4,551 New
Jones Financial Companies
542
Jones Financial Companies
Missouri
$319K +$7.2K +99 +2%
LIM
543
Leavell Investment Management
Alabama
$309K -$2.18K -30 -0.7%
HFS
544
HL Financial Services
Kentucky
$302K -$241K -3,315 -44%
GEA
545
Glen Eagle Advisors
New Jersey
$301K -$63.4K -872 -17%
GP
546
Girard Partners
Pennsylvania
$301K +$95.6K +1,315 +44%
EFS
547
Essex Financial Services
Connecticut
$299K – – –
SEM
548
Suncoast Equity Management
Florida
$297K -$20.4K -280 -6%
AFP
549
Ausdal Financial Partners
Iowa
$297K +$59.8K +822 +24%
AT
550
Argent Trust
Texas
$294K +$31.1K +428 +11%