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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
M
601
MOTCO
Texas
$11K – – –
HA
602
Harfst & Associates
Wyoming
$11K +$11.6K +162 New
FMB
603
Field & Main Bank
Kentucky
$10K – – –
OC
604
Oakworth Capital
Alabama
$9K – – –
TCOV
605
Trust Company of Vermont
Vermont
$9K +$2.58K +36 +36%
KCM
606
Karp Capital Management
California
$7K – – –
MSFP
607
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
OSAM
608
O'Shaughnessy Asset Management
Connecticut
$7K +$7.53K +105 New
S
609
SignatureFD
Georgia
$6K +$502 +7 +9%
KIG
610
Kessler Investment Group
Indiana
$5K +$5.74K +80 New
HR
611
Howe & Rusling
New York
$3K -$11K -153 -76%
CTB
612
Country Trust Bank
Illinois
$3K – – –
TFO
613
Tarbox Family Office
California
$3K – – –
WAS
614
Winch Advisory Services
Wisconsin
$3K +$72 +1 +2%
BCMIO
615
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$3.58K +50 New
BRWM
616
B. Riley Wealth Management
Tennessee
$2K – – –
IF
617
Ironwood Financial
Arizona
$2K – – –
JFGIW
618
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
LFR
619
Lehman Financial Resources
Pennsylvania
$1K – – –
T
620
TOBAM
France
– -$56.7M -733,312 Closed
HRES
621
Heitman Real Estate Securities
Illinois
– -$43.8M -566,105 Closed
SCM
622
Sandler Capital Management
New York
– -$19.7M -255,000 Closed
AL
623
AJO LP
Pennsylvania
– -$17.6M -227,590 Closed
GMIM
624
General Motors Investment Management
New York
– -$15.5M -200,131 Closed
GA
625
GRS Advisors
Illinois
– -$14.5M -187,800 Closed