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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MFS
551
MSI Financial Services
Massachusetts
$20K -$111K -1,760 -85%
SC
552
Saturna Capital
Washington
$19K – – –
WA
553
WealthTrust-Arizona
Arizona
$19K – – –
JWA
554
JFS Wealth Advisors
Pennsylvania
$18K +$17.7K +281 New
RIM
555
Ranger International Management
Illinois
$18K +$17.9K +285 New
TRCT
556
Tower Research Capital (TRC)
New York
$18K +$18.1K +287 New
SFSIG
557
San Francisco Sentry Investment Group
California
$17K -$419K -6,659 -96%
ST
558
Stifel Trust
Missouri
$16K – – –
IPC
559
Independent Portfolio Consultants
Florida
$16K +$16K +255 New
ECM
560
Estabrook Capital Management
New York
$15.7K – – –
DSC
561
Duncker Streett & Co
Missouri
$14K – – –
M
562
MOTCO
Texas
$14K – – –
S
563
SignatureFD
Georgia
$13K +$10.3K +163 +379%
MMG
564
Monetary Management Group
Missouri
$13K +$12.6K +200 New
RFA
565
Reilly Financial Advisors
California
$13K +$12.6K +200 New
WA
566
Waverly Advisors
Alabama
$12K +$126 +2 +1%
KIG
567
Kessler Investment Group
Indiana
$10K – – –
TDC
568
Thompson Davis & Co
Virginia
$9K – – –
ECM
569
Exchange Capital Management
Michigan
$9K +$126 +2 +1%
OC
570
Oakworth Capital
Alabama
$8K – – –
RIA
571
Regal Investment Advisors
Michigan
$8K +$1.89K +30 +32%
WF
572
WealthTrust Fairport
Ohio
$7K +$6.99K +111 New
MSFP
573
Mark Sheptoff Financial Planning
Connecticut
$6K – – –
TCOV
574
Trust Company of Vermont
Vermont
$6K – – –
HR
575
Howe & Rusling
New York
$5K -$25.2K -400 -83%
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