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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
EDRH
601
Edmond de Rothschild Holding
Switzerland
$17K
EDRS
602
Edmond de Rothschild (Suisse)
Switzerland
$17K
DSC
603
Duncker Streett & Co
Missouri
$16K
CPIG
604
Chicago Partners Investment Group
Illinois
$15K
CAW
605
Cornerstone Advisors (Washington)
Washington
$14K -$13.9K -216 -51%
LWCFA
606
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$14K -$10.2K -158 -44%
AIM
607
Acrospire Investment Management
Illinois
$14K +$13.1K +203 New
ECM
608
Estabrook Capital Management
New York
$13.9K -$3.22K -50 -20%
SF
609
Synovus Financial
Georgia
$13K -$101K -1,569 -89%
First Manhattan
610
First Manhattan
New York
$12K
FAM
611
Formidable Asset Management
Ohio
$12K
PFS
612
Physicians Financial Services
North Carolina
$12K
JIC
613
Joel Isaacson & Co
New York
$11K
M
614
MOTCO
Texas
$11K
EFSCE
615
Enterprise Financial Services Corp (EFSC)
Missouri
$10K -$11.9K -184 -56%
GWM
616
Gupta Wealth Management
California
$10K -$1.61K -25 -14%
MIM
617
Macroview Investment Management
Maryland
$9K -$55.6K -863 -86%
JWA
618
JFS Wealth Advisors
Pennsylvania
$9K
OC
619
Oakworth Capital
Alabama
$9K
LWM
620
LBA Wealth Management
Florida
$7K
MSFP
621
Mark Sheptoff Financial Planning
Connecticut
$7K
TCOV
622
Trust Company of Vermont
Vermont
$7K
IIC
623
Integrated Investment Consultants
Michigan
$7K +$6.45K +100 New
TWA
624
TCI Wealth Advisors
Arizona
$7K +$6.96K +108 New
TSU
625
TD Securities (USA)
New York
$6K +$64 +1 +1%