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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MBT
551
Monroe Bank & Trust
Michigan
$235K – – –
MC
552
Moors & Cabot
Massachusetts
$234K +$13.4K +188 +6%
CFN
553
Cordasco Financial Network
Florida
$232K -$59.9K -843 -22%
WF
554
Welch & Forbes
Massachusetts
$229K – – –
RCM
555
Riverhead Capital Management
Delaware
$228K -$27.8M -391,179 -99%
DC
556
Davenport & Co
Virginia
$226K +$211K +2,973 New
SFG
557
SNS Financial Group
Minnesota
$226K +$3.27K +46 +2%
BTNA
558
Bremer Trust National Association
Minnesota
$226K +$211K +2,975 New
VFS
559
VSR Financial Services
Kansas
$222K +$207K +2,915 New
MCWS
560
McKinley Carter Wealth Services
West Virginia
$222K +$207K +2,920 New
GJIC
561
Gamble Jones Investment Counsel
California
$219K +$205K +2,881 New
KTC
562
Kistler-Tiffany Companies
Pennsylvania
$218K +$52.2K +735 +35%
MAM
563
Martingale Asset Management
Massachusetts
$215K -$362K -5,103 -64%
MC
564
Miles Capital
Iowa
$214K -$730K -10,281 -79%
IIC
565
Ironwood Investment Counsel
Arizona
$209K -$76.9K -1,083 -15%
AP
566
Appleton Partners
Massachusetts
$208K +$194K +2,725 New
W
567
Wealthfront
California
$207K +$193K +2,715 New
WEC
568
Winslow Evans & Crocker
Massachusetts
$206K – – –
SS
569
Simplicity Solutions
Minnesota
$205K +$191K +2,693 New
AIA
570
Allegis Investment Advisors
Idaho
$204K -$46.4K -654 -20%
MA
571
MUFG Americas
New York
$203K – – –
CL
572
CPWM LLC
Washington
$202K +$188K +2,648 New
FTIOP
573
Fiduciary Trust International of Pennsylvania
Pennsylvania
$202K +$188K +2,654 New
Wolverine Trading
574
Wolverine Trading
Illinois
$202K +$190K +2,670 New
ST
575
Smithfield Trust
Pennsylvania
$190K – – –