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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WA
576
WealthTrust-Arizona
Arizona
$33K – – –
MCM
577
MV Capital Management
Maryland
$30K – – –
TCM
578
Tradewinds Capital Management
Washington
$28K – – –
RCG
579
Ruggie Capital Group
Florida
$25K – – –
CFA
580
Carroll Financial Associates
North Carolina
$24K – – –
LWCFA
581
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$23K -$22.2K -310 -46%
JIC
582
Joel Isaacson & Co
New York
$23K +$21.5K +300 +566%
EFSCE
583
Enterprise Financial Services Corp (EFSC)
Missouri
$22K – – –
IWC
584
Integrated Wealth Counsel
California
$21K – – –
TDC
585
Thompson Davis & Co
Virginia
$20K -$10.5K -146 -33%
RIM
586
Ranger International Management
Illinois
$19K – – –
GWM
587
Gupta Wealth Management
California
$18K -$1.08K -15 -5%
JWA
588
JFS Wealth Advisors
Pennsylvania
$18K – – –
VIA
589
Vident Investment Advisory
Georgia
$18K +$19.9K +278 New
CAW
590
Cornerstone Advisors (Washington)
Washington
$17K – – –
ECM
591
Estabrook Capital Management
New York
$16.4K – – –
EDRH
592
Edmond de Rothschild Holding
Switzerland
$16K +$17.9K +250 New
EDRS
593
Edmond de Rothschild (Suisse)
Switzerland
$16K +$17.9K +250 New
FHA
594
First Horizon Advisors
Tennessee
$15K -$16.4K -229 -50%
DSC
595
Duncker Streett & Co
Missouri
$15K – – –
CPIG
596
Chicago Partners Investment Group
Illinois
$14K -$359 -5 -2%
P
597
Palladiem
Pennsylvania
$14K +$14.8K +207 New
BC
598
Bartlett & Co
Ohio
$12K – – –
NSIM
599
North Star Investment Management
Illinois
$12K – – –
First Manhattan
600
First Manhattan
New York
$12K +$6.53K +91 +96%