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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
IHL
551
Investment House LLC
California
$239K -$11.3K -200 -4%
CWS
552
Cypress Wealth Services
California
$238K -$29.6K -524 -11%
RIM
553
Redwood Investment Management
Arizona
$237K +$246K +4,359 New
B
554
Bailard
California
$234K +$242K +4,295 New
LOAME
555
Lombard Odier Asset Management (Europe)
United Kingdom
$229K -$22.6K -400 -9%
PP
556
Paloma Partners
Connecticut
$227K -$1.27M -22,496 -84%
BHA
557
Beech Hill Advisors
New York
$225K – – –
KFS
558
Kurt F. Somerville
$225K +$233K +4,125 New
CG
559
CFO4Life Group
Texas
$224K +$7.74K +137 +3%
SRSA
560
S.R. Schill & Associates
Washington
$223K – – –
MHS
561
M Holdings Securities
Oregon
$223K +$232K +4,105 New
EFS
562
Essex Financial Services
Connecticut
$220K +$20K +354 +10%
RIA
563
Regal Investment Advisors
Michigan
$219K -$48.4K -857 -18%
RIM
564
Rampart Investment Management
Connecticut
$216K -$29.4K -520 -12%
ACI
565
Alpha Cubed Investments
California
$216K +$224K +3,964 New
BFEC
566
Benjamin F. Edwards & Company
Missouri
$215K -$37.5K -665 -14%
GAMA
567
Graticule Asia Macro Advisors
New York
$212K +$220K +3,900 New
GT
568
Glenview Trust
Kentucky
$206K – – –
QC
569
QCM Cayman
Texas
$206K +$214K +3,793 New
FWCM
570
Ferguson Wellman Capital Management
Oregon
$205K -$24.8K -440 -10%
SEM
571
Suncoast Equity Management
Florida
$205K -$12.7K -225 -6%
TW
572
Transform Wealth
Colorado
$205K -$5.65K -100 -3%
LNC
573
Lincoln National Corp
Pennsylvania
$204K -$78.8K -1,396 -27%
LIM
574
Leavell Investment Management
Alabama
$204K -$25.4K -450 -11%
RIM
575
Regent Investment Management
Kentucky
$201K +$11.3K +200 +6%
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23
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