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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
601
Anchor Investment Management
South Carolina
$22.5K +$21K +325 New
CGT
602
Capital Guardian Trust
California
$21K – – –
EDRH
603
Edmond de Rothschild Holding
Switzerland
$17K – – –
EDRS
604
Edmond de Rothschild (Suisse)
Switzerland
$17K – – –
DSC
605
Duncker Streett & Co
Missouri
$16K – – –
CPIG
606
Chicago Partners Investment Group
Illinois
$15K – – –
CAW
607
Cornerstone Advisors (Washington)
Washington
$14K -$13.9K -216 -51%
LWCFA
608
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K -$10.2K -158 -44%
AIM
609
Acrospire Investment Management
Illinois
$14K +$13.1K +203 New
ECM
610
Estabrook Capital Management
New York
$13.9K -$3.22K -50 -20%
SF
611
Synovus Financial
Georgia
$13K -$101K -1,569 -89%
First Manhattan
612
First Manhattan
New York
$12K – – –
FAM
613
Formidable Asset Management
Ohio
$12K – – –
PFS
614
Physicians Financial Services
North Carolina
$12K – – –
JIC
615
Joel Isaacson & Co
New York
$11K – – –
M
616
MOTCO
Texas
$11K – – –
EFSCE
617
Enterprise Financial Services Corp (EFSC)
Missouri
$10K -$11.9K -184 -56%
GWM
618
Gupta Wealth Management
California
$10K -$1.61K -25 -14%
MIM
619
Macroview Investment Management
Maryland
$9K -$55.6K -863 -86%
JWA
620
JFS Wealth Advisors
Pennsylvania
$9K – – –
OC
621
Oakworth Capital
Alabama
$9K – – –
LWM
622
LBA Wealth Management
Florida
$7K – – –
MSFP
623
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
TCOV
624
Trust Company of Vermont
Vermont
$7K – – –
IIC
625
Integrated Investment Consultants
Michigan
$7K +$6.45K +100 New