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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
601
Diamant Asset Management
Connecticut
$226K +$238K +3,550 New
ASN
602
Advisory Services Network
Georgia
$225K +$71.1K +1,059 +43%
PL
603
Perpetual Ltd
Australia
$224K – – –
WC
604
Whitnell & Co
Illinois
$224K – – –
RIM
605
Regent Investment Management
Kentucky
$223K +$235K +3,500 New
TNBTD
606
Trustmark National Bank Trust Department
Mississippi
$222K – – –
BRWA
607
B. Riley Wealth Advisors
Florida
$222K +$232K +3,458 New
CCA
608
Checchi Capital Advisers
California
$221K -$14.8K -221 -6%
SC
609
SouthState Corp
Florida
$221K +$233K +3,472 New
SFG
610
SNS Financial Group
Minnesota
$214K +$13K +193 +6%
OIA
611
Optimum Investment Advisors
Illinois
$213K – – –
TAM
612
Tiverton Asset Management
Delaware
$213K +$224K +3,334 New
MBT
613
Monroe Bank & Trust
Michigan
$211K – – –
Mirae Asset Global Investments
614
Mirae Asset Global Investments
South Korea
$209K -$191K -2,851 -47%
OWD
615
Osborn Williams & Donohoe
Ohio
$209K -$3.36K -50 -2%
DAC
616
Dividend Assets Capital
South Carolina
$207K – – –
FAIM
617
Financial Advocates Investment Management
Washington
$207K +$217K +3,239 New
CSS
618
Cubist Systematic Strategies
Connecticut
$206K -$915K -13,632 -81%
JSL
619
JT Stratford LLC
Georgia
$206K -$154K -2,289 -42%
TNB
620
Thomasville National Bank
Georgia
$205K -$33.1K -493 -13%
IH
621
IFC Holdings
Florida
$205K -$15.6K -233 -7%
BTNA
622
Bremer Trust National Association
Minnesota
$203K +$17.6K +262 +9%
BP
623
Ballentine Partners
Massachusetts
$202K +$213K +3,173 New
UFG
624
United Fire Group
Iowa
$198K – – –
M
625
MOTCO
Texas
$195K +$18.8K +280 +10%