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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
HFM
551
Harvest Fund Management
China
$158K +$103K +2,100 +247%
RIM
552
Rampart Investment Management
Connecticut
$157K -$29.3K -597 -16%
CT
553
Clearstead Trust
Maine
$157K – – –
SM
554
SG3 Management
Puerto Rico
$155K +$147K +3,000 New
SF
555
Synovus Financial
Georgia
$147K -$299K -6,080 -68%
WAM
556
Wolverine Asset Management
Illinois
$144K +$137K +2,787 New
S
557
Seeyond
France
$139K -$1.25M -25,399 -90%
SFS
558
Sowell Financial Services
Arkansas
$132K -$22.7K -462 -15%
M
559
MOTCO
Texas
$132K +$40.5K +825 +48%
PHK
560
Point72 Hong Kong
Hong Kong
$129K +$123K +2,502 New
CFA
561
Carroll Financial Associates
North Carolina
$128K -$19.2K -391 -14%
HI
562
Hudock Inc
Pennsylvania
$126K -$639 -13 -0.5%
FQ
563
First Quadrant
California
$118K – – –
OPS
564
Orion Portfolio Solutions
Nebraska
$112K +$11.5K +235 +12%
FDCDDQ
565
Federation des caisses Desjardins du Quebec
Quebec, Canada
$103K -$226K -4,589 -70%
OIA
566
Optimum Investment Advisors
Illinois
$99K -$47.4K -965 -34%
M
567
Mirova
France
$95K -$1.33K -27 -1%
LWM
568
Liberty Wealth Management
California
$94K -$21.1K -430 -19%
AIM
569
Arcadia Investment Management
Michigan
$92K – – –
CT
570
Caldwell Trust
Florida
$91.1K – – –
PCG
571
Private Capital Group
Connecticut
$84K -$18.8K -383 -19%
BFEC
572
Benjamin F. Edwards & Company
Missouri
$82K -$15.5K -316 -17%
SCA
573
Stonebridge Capital Advisors
Minnesota
$82K +$13.6K +276 +21%
S
574
SignatureFD
Georgia
$79K -$81.3K -1,655 -52%
HDIM
575
Hanson & Doremus Investment Management
Vermont
$78K – – –
21 22
23
24 25