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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BAM
576
Bruderman Asset Management
New York
$79K +$80.8K +1,026 New
MCA
577
Mercer Capital Advisers
New Jersey
$77K – – –
CAL
578
Capital Analysts LLC
Pennsylvania
$72.2K +$15.5K +197 +27%
BBHC
579
Brown Brothers Harriman & Co
New York
$69K -$251K -3,185 -78%
EWM
580
Evercore Wealth Management
New York
$63K +$46K +585 +266%
GXMC
581
Global X Management Company
New York
$61K -$7.79K -99 -11%
OIA
582
Optimum Investment Advisors
Illinois
$60K – – –
ASN
583
Advisory Services Network
Georgia
$58K -$67K -851 -54%
MCM
584
Manchester Capital Management
Vermont
$58K -$6.85K -87 -10%
BPBT
585
Boston Private Bank & Trust
Massachusetts
$57K +$3.54K +45 +6%
DAM
586
Delta Asset Management
Tennessee
$56K +$21.6K +275 +62%
FNBSF
587
First National Bank Sioux Falls
South Dakota
$54K – – –
LWCFA
588
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K – – –
ZB
589
Zions Bancorporation
Utah
$51K +$52K +660 New
HF
590
Hoxton Financial
West Virginia
$49K – – –
JFA
591
JNBA Financial Advisors
Minnesota
$48K – – –
PCM
592
Prelude Capital Management
New York
$46K – – –
CCA
593
Catalyst Capital Advisors
New York
$46K +$23.6K +300 +100%
HCM
594
Highlander Capital Management
New Jersey
$39K – – –
WA
595
WealthTrust-Arizona
Arizona
$39K +$15.7K +200 +67%
FHA
596
First Horizon Advisors
Tennessee
$36K -$10.5K -134 -23%
MCM
597
MV Capital Management
Maryland
$36K – – –
MWAN
598
Mariner Wealth Advisors (NYC)
Kansas
$35K +$35.7K +453 New
TDC
599
Thompson Davis & Co
Virginia
$34K +$394 +5 +1%
IMS
600
Index Management Solutions
Pennsylvania
$34K +$20.1K +255 +139%
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