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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CCB
526
Cutter & Co Brokerage
Missouri
$372K +$2.08K +31 +0.5%
BAS
527
Brown Advisory Securities
Maryland
$370K -$4.16K -62 -1%
CS
528
Comerica Securities
Michigan
$367K +$42.3K +630 +12%
DC
529
Davenport & Co
Virginia
$366K +$385K +5,737 New
PGFC
530
Peapack-Gladstone Financial Corp
New Jersey
$365K +$385K +5,729 New
LS
531
Livforsakringsbolaget Skandia
Sweden
$354K -$94K -1,400 -20%
FAN
532
Financial Advisors Network
California
$353K -$231K -3,449 -38%
MMG
533
Monetary Management Group
Missouri
$352K -$41.9K -625 -10%
LAIC
534
Lederer & Associates Investment Counsel
California
$343K +$29.5K +440 +9%
DDC
535
DF Dent & Co
Maryland
$337K – – –
WAP
536
Wealthcare Advisory Partners
Pennsylvania
$337K +$258K +3,839 +266%
BFC
537
Blue Fin Capital
Rhode Island
$336K -$8.05K -120 -2%
RCA
538
Rowland Carmichael Advisors
Arizona
$334K -$98.1K -1,462 -22%
AFNAS
539
American Financial Network Advisory Services
California
$332K -$149K -2,218 -30%
LNWWM
540
Laird Norton Wetherby Wealth Management
California
$332K -$27.5K -409 -7%
DS
541
DRW Securities
Illinois
$331K +$348K +5,184 New
MNBTD
542
Moody National Bank Trust Division
Texas
$330K – – –
LNC
543
Lincoln National Corp
Pennsylvania
$329K +$346K +5,158 New
RG
544
Renaissance Group
Kentucky
$328K -$7.85K -117 -2%
GVT
545
Genesee Valley Trust
New York
$327K -$13.4K -200 -4%
HIC
546
Holderness Investments Company
North Carolina
$327K – – –
ZIC
547
ZWJ Investment Counsel
Georgia
$326K -$5.5K -82 -2%
FMII
548
Farmers & Merchants Investments Inc
Nebraska
$326K – – –
CPA
549
Clear Perspective Advisors
Illinois
$322K – – –
MA
550
Montag & Associates
Georgia
$322K +$3.56K +53 +1%