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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SB
601
Simmons Bank
Arkansas
$281K +$270K +3,100 New
SCM
602
Shelton Capital Management
Colorado
$280K – – –
BRWA
603
B. Riley Wealth Advisors
Florida
$280K +$14.5K +167 +6%
WC
604
Whitnell & Co
Illinois
$277K – – –
CT
605
Clearstead Trust
Maine
$276K – – –
HI
606
Horizon Investments
North Carolina
$275K -$438K -5,038 -62%
GLA
607
Great Lakes Advisors
Illinois
$275K +$264K +3,032 New
S
608
SignatureFD
Georgia
$273K +$24.5K +281 +10%
DAC
609
Dividend Assets Capital
South Carolina
$272K – – –
TNB
610
Thomasville National Bank
Georgia
$264K +$5.57K +64 +2%
SS
611
Sunbelt Securities
Texas
$264K +$253K +2,911 New
IB
612
Intrust Bank
Kansas
$262K -$9.4K -108 -4%
BCM
613
BTR Capital Management
California
$261K -$4.44K -51 -2%
ONB
614
Old National Bancorp
Indiana
$261K +$8.7K +100 +4%
OIA
615
Optimum Investment Advisors
Illinois
$260K +$13.5K +155 +6%
MIM
616
Moseley Investment Management
Florida
$259K -$18.6K -214 -7%
GLA
617
Good Life Advisors
Pennsylvania
$259K -$11.4K -131 -4%
BHWM
618
Bay Harbor Wealth Management
Maryland
$256K -$6.96K -80 -3%
GIA
619
Gladstone Institutional Advisory
Florida
$252K -$14.6K -168 -6%
WIC
620
Woodmont Investment Counsel
Tennessee
$251K – – –
QCG
621
Quadrant Capital Group
Ohio
$246K +$6.18K +71 +3%
CFA
622
Carroll Financial Associates
North Carolina
$244K -$87 -1 -0%
Lazard Asset Management
623
Lazard Asset Management
New York
$244K – – –
LC
624
LCNB Corp
Ohio
$244K +$15.9K +183 +7%
Capital Fund Management (CFM)
625
Capital Fund Management (CFM)
France
$244K +$234K +2,691 New