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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PL
601
Perpetual Ltd
Australia
$224K
WC
602
Whitnell & Co
Illinois
$224K
RIM
603
Regent Investment Management
Kentucky
$223K +$235K +3,500 New
TNBTD
604
Trustmark National Bank Trust Department
Mississippi
$222K
BRWA
605
B. Riley Wealth Advisors
Florida
$222K +$232K +3,458 New
CCA
606
Checchi Capital Advisers
California
$221K -$14.8K -221 -6%
SC
607
SouthState Corp
Florida
$221K +$233K +3,472 New
SFG
608
SNS Financial Group
Minnesota
$214K +$13K +193 +6%
OIA
609
Optimum Investment Advisors
Illinois
$213K
TAM
610
Tiverton Asset Management
Delaware
$213K +$224K +3,334 New
MBT
611
Monroe Bank & Trust
Michigan
$211K
Mirae Asset Global Investments
612
Mirae Asset Global Investments
South Korea
$209K -$191K -2,851 -47%
OWD
613
Osborn Williams & Donohoe
Ohio
$209K -$3.36K -50 -2%
DAC
614
Dividend Assets Capital
South Carolina
$207K
FAIM
615
Financial Advocates Investment Management
Washington
$207K +$217K +3,239 New
CSS
616
Cubist Systematic Strategies
Connecticut
$206K -$915K -13,632 -81%
JSL
617
JT Stratford LLC
Georgia
$206K -$154K -2,289 -42%
TNB
618
Thomasville National Bank
Georgia
$205K -$33.1K -493 -13%
IH
619
IFC Holdings
Florida
$205K -$15.6K -233 -7%
BTNA
620
Bremer Trust National Association
Minnesota
$203K +$17.6K +262 +9%
BP
621
Ballentine Partners
Massachusetts
$202K +$213K +3,173 New
UFG
622
United Fire Group
Iowa
$198K
M
623
MOTCO
Texas
$195K +$18.8K +280 +10%
AIM
624
Arcadia Investment Management
Michigan
$190K
MC
625
Muzinich & Co
New York
$176K -$49.4K -736 -21%