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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
TNBTD
551
Trustmark National Bank Trust Department
Mississippi
$261K -$194K -2,530 -42%
IB
552
Intrust Bank
Kansas
$261K -$2.76K -36 -1%
MC
553
Muzinich & Co
New York
$258K +$109K +1,427 +71%
SI
554
SII Investments
Wisconsin
$258K +$265K +3,461 New
CL
555
Choreo LLC
Illinois
$255K +$261K +3,405 New
NDSI
556
Newman Dignan & Sheerar Inc
Rhode Island
$253K +$259K +3,388 New
BA
557
Boston Advisors
Massachusetts
$252K – – –
GA
558
Geneva Advisors
Illinois
$246K +$15.2K +199 +6%
EWM
559
Evermay Wealth Management
Virginia
$243K -$30.6K -400 -11%
DAC
560
Dividend Assets Capital
South Carolina
$243K – – –
ARMT
561
Amica Retiree Medical Trust
Rhode Island
$237K -$67.4K -880 -22%
MC
562
Moors & Cabot
Massachusetts
$237K +$7.73K +101 +3%
MSR
563
Main Street Research
Connecticut
$236K -$11.5K -150 -5%
GF
564
Gerstein Fisher
New York
$235K -$4.37K -57 -2%
CFN
565
Cordasco Financial Network
Florida
$232K – – –
UFG
566
United Fire Group
Iowa
$232K – – –
SFG
567
SNS Financial Group
Minnesota
$229K +$7.66K +100 +3%
WF
568
Welch & Forbes
Massachusetts
$228K +$4.21K +55 +2%
RA
569
RFG Advisory
Alabama
$228K +$243K +3,175 New
DTL
570
Dynamic Technology Lab
Singapore
$225K +$230K +3,000 New
GCP
571
GSA Capital Partners
United Kingdom
$225K +$231K +3,013 New
BTNA
572
Bremer Trust National Association
Minnesota
$220K -$1.99K -26 -0.9%
PIM
573
Parasol Investment Management
Illinois
$217K -$33.7K -440 -13%
GJIC
574
Gamble Jones Investment Counsel
California
$216K +$766 +10 +0.3%
MBT
575
Monroe Bank & Trust
Michigan
$215K +$4.59K +60 +2%
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