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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SFA
526
Sequoia Financial Advisors
Ohio
$398K +$384K +5,125 New
BAMF
527
BI Asset Management Fondsmaeglerselskab
Denmark
$396K -$405K -5,400 -51%
WSCM
528
Wellington Shields Capital Management
New York
$396K -$45K -600 -11%
MERSOM
529
Municipal Employees' Retirement System of Michigan
Michigan
$395K -$358K -4,770 -48%
ACS
530
Archford Capital Strategies
Illinois
$394K -$12.1K -161 -3%
FQ
531
First Quadrant
California
$394K +$171K +2,283 +82%
WAP
532
Wealthcare Advisory Partners
Pennsylvania
$389K +$375 +5 +0.1%
RFC
533
Regions Financial Corp
Alabama
$386K -$13.2K -176 -3%
KFS
534
Kurt F. Somerville
$384K – – –
DC
535
Davenport & Co
Virginia
$379K +$57.4K +765 +19%
SWM
536
SeaCrest Wealth Management
New York
$377K +$6.53K +87 +2%
EWM
537
Evercore Wealth Management
New York
$376K +$14K +186 +4%
FAM
538
Formidable Asset Management
Ohio
$376K +$1.03M +13,725 New
OWA
539
Outlook Wealth Advisors
Texas
$366K -$612K -8,153 -63%
VSWA
540
Vontobel Swiss Wealth Advisors
Switzerland
$366K -$293K -3,910 -45%
DBRC
541
D.B. Root & Company
Pennsylvania
$365K -$750 -10 -0.2%
CHA
542
Carmichael Hill & Associates
Maryland
$365K – – –
CIBC World Market
543
CIBC World Market
Ontario, Canada
$364K -$294K -3,918 -45%
SMC
544
Smith, Moore & Co
Missouri
$362K -$5.25K -70 -1%
ECA
545
Elevated Capital Advisors
Utah
$362K +$559K +7,449 New
SRC
546
Shufro Rose & Co
New York
$352K -$5.16M -68,792 -94%
CAG
547
Csenge Advisory Group
Florida
$347K +$336K +4,473 New
LAIC
548
Lederer & Associates Investment Counsel
California
$345K -$18K -240 -5%
BFC
549
Blue Fin Capital
Rhode Island
$345K -$15K -200 -4%
SVWA
550
Sound View Wealth Advisors
Georgia
$344K -$1.65K -22 -0.5%