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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SGAM
626
Smith Group Asset Management
Texas
$23K -$2.13K -30 -9%
CGT
627
Capital Guardian Trust
California
$23K – – –
CPIG
628
Chicago Partners Investment Group
Illinois
$16K – – –
CAW
629
Cornerstone Advisors (Washington)
Washington
$16K – – –
ECM
630
Estabrook Capital Management
New York
$15.2K – – –
LWCFA
631
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
SF
632
Synovus Financial
Georgia
$15K +$71 +1 +0.5%
JCM
633
Jacobi Capital Management
Pennsylvania
$15K +$14.2K +200 New
First Manhattan
634
First Manhattan
New York
$14K – – –
JIC
635
Joel Isaacson & Co
New York
$12K – – –
GAM
636
Gemmer Asset Management
California
$12K +$8.52K +120 +273%
CCM
637
Cribstone Capital Management
Maine
$12K +$11K +155 New
EFSCE
638
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
IR
639
Invictus RG
Bermuda
$11K +$10.3K +145 New
ECM
640
Exchange Capital Management
Michigan
$11K +$10.7K +150 New
WP
641
WealthPLAN Partners
Nebraska
$10.2K +$19K +268 New
FPFS
642
First Personal Financial Services
North Carolina
$10K – – –
JWA
643
JFS Wealth Advisors
Pennsylvania
$10K – – –
MIM
644
Macroview Investment Management
Maryland
$10K +$71 +1 +0.7%
MRCM
645
M&R Capital Management
New Jersey
$10K +$9.59K +135 New
OC
646
Oakworth Capital
Alabama
$9K – – –
CFS
647
Commonwealth Financial Services
West Virginia
$9K +$8.59K +121 New
PMFA
648
Plante Moran Financial Advisors
Michigan
$8K -$16.5K -233 -70%
AIM
649
Acrospire Investment Management
Illinois
$8K -$7.32K -103 -51%
IIC
650
Integrated Investment Consultants
Michigan
$8K – – –