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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BCM
576
Blume Capital Management
California
$93K -$31.5K -400 -25%
IWMPD
577
Integrated Wealth Management (Palm Desert)
California
$85K +$87.3K +1,109 New
BAM
578
Bruderman Asset Management
New York
$79K +$80.8K +1,026 New
MCA
579
Mercer Capital Advisers
New Jersey
$77K – – –
CAL
580
Capital Analysts LLC
Pennsylvania
$72.2K +$15.5K +197 +27%
BBHC
581
Brown Brothers Harriman & Co
New York
$69K -$251K -3,185 -78%
EWM
582
Evercore Wealth Management
New York
$63K +$46K +585 +266%
GXMC
583
Global X Management Company
New York
$61K -$7.79K -99 -11%
OIA
584
Optimum Investment Advisors
Illinois
$60K – – –
ASN
585
Advisory Services Network
Georgia
$58K -$67K -851 -54%
MCM
586
Manchester Capital Management
Vermont
$58K -$6.85K -87 -10%
BPBT
587
Boston Private Bank & Trust
Massachusetts
$57K +$3.54K +45 +6%
DAM
588
Delta Asset Management
Tennessee
$56K +$21.6K +275 +62%
FNBSF
589
First National Bank Sioux Falls
South Dakota
$54K – – –
LWCFA
590
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$52K – – –
ZB
591
Zions Bancorporation
Utah
$51K +$52K +660 New
HF
592
Hoxton Financial
West Virginia
$49K – – –
JFA
593
JNBA Financial Advisors
Minnesota
$48K – – –
PCM
594
Prelude Capital Management
New York
$46K – – –
CCA
595
Catalyst Capital Advisors
New York
$46K +$23.6K +300 +100%
HCM
596
Highlander Capital Management
New Jersey
$39K – – –
WA
597
WealthTrust-Arizona
Arizona
$39K +$15.7K +200 +67%
FHA
598
First Horizon Advisors
Tennessee
$36K -$10.5K -134 -23%
MCM
599
MV Capital Management
Maryland
$36K – – –
MWAN
600
Mariner Wealth Advisors (NYC)
Kansas
$35K +$35.7K +453 New
22 23
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