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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
KCM
601
Karp Capital Management
California
$7K – – –
MSFP
602
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
OSAM
603
O'Shaughnessy Asset Management
Connecticut
$7K +$7.53K +105 New
S
604
SignatureFD
Georgia
$6K +$502 +7 +9%
KIG
605
Kessler Investment Group
Indiana
$5K +$5.74K +80 New
HR
606
Howe & Rusling
New York
$3K -$11K -153 -76%
CTB
607
Country Trust Bank
Illinois
$3K – – –
TFO
608
Tarbox Family Office
California
$3K – – –
WAS
609
Winch Advisory Services
Wisconsin
$3K +$72 +1 +2%
BCMIO
610
Beacon Capital Management Inc (Ohio)
Ohio
$3K +$3.58K +50 New
BRWM
611
B. Riley Wealth Management
Tennessee
$2K – – –
IF
612
Ironwood Financial
Arizona
$2K – – –
FNBOO
613
First National Bank of Omaha
Nebraska
$1.33K – – –
JFGIW
614
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$1K – – –
LFR
615
Lehman Financial Resources
Pennsylvania
$1K – – –
1GA
616
1st Global Advisors
Texas
$701 -$23.7K -330 -3%
FHC
617
First Heartland Consultants
Missouri
$247 +$645 +9 +0.2%
T
618
TOBAM
France
– -$56.7M -733,312 Closed
HRES
619
Heitman Real Estate Securities
Illinois
– -$43.8M -566,105 Closed
JCM
620
Janney Capital Management
Pennsylvania
– -$26.1M -336,773 Closed
SCM
621
Sandler Capital Management
New York
– -$19.7M -255,000 Closed
AL
622
AJO LP
Pennsylvania
– -$17.6M -227,590 Closed
GMIM
623
General Motors Investment Management
New York
– -$15.5M -200,131 Closed
GA
624
GRS Advisors
Illinois
– -$14.5M -187,800 Closed
GCA
625
GSI Capital Advisors
California
– -$13.8M -178,900 Closed
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