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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
LWCFA
651
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$15K – – –
VIA
652
Vantage Investment Advisors
Pennsylvania
$15K +$14.9K +195 New
ECM
653
Estabrook Capital Management
New York
$15K – – –
JCM
654
Jacobi Capital Management
Pennsylvania
$14K – – –
SF
655
Synovus Financial
Georgia
$14K – – –
CF
656
CenterStar Fund
Illinois
$13K – – –
GAM
657
Gemmer Asset Management
California
$12K – – –
CCM
658
Cribstone Capital Management
Maine
$11K – – –
EFSCE
659
Enterprise Financial Services Corp (EFSC)
Missouri
$11K – – –
PI
660
PineBridge Investments
New York
$11K +$10.9K +142 New
WP
661
WealthPLAN Partners
Nebraska
$10.2K -$9.65K -126 -47%
MRCM
662
M&R Capital Management
New Jersey
$10K – – –
OC
663
Oakworth Capital
Alabama
$10K – – –
MIM
664
Macroview Investment Management
Maryland
$10K +$153 +2 +1%
CFS
665
Commonwealth Financial Services
West Virginia
$9K – – –
JWA
666
JFS Wealth Advisors
Pennsylvania
$9K – – –
PFSC
667
Peoples Financial Services Corp
Pennsylvania
$8K +$8.5K +111 New
FPFS
668
First Personal Financial Services
North Carolina
$7K – – –
IIC
669
Integrated Investment Consultants
Michigan
$7K – – –
LWM
670
LBA Wealth Management
Florida
$7K – – –
MSFP
671
Mark Sheptoff Financial Planning
Connecticut
$7K – – –
QCG
672
Quadrant Capital Group
Ohio
$7K – – –
AW
673
Alpha Windward
Massachusetts
$6K – – –
FMP
674
Financial Management Professionals
Texas
$4K – – –
JIR
675
James Investment Research
Ohio
$4K – – –