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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WAS
676
Winch Advisory Services
Wisconsin
$19K +$10.3K +141 +105%
TG
677
TLP Group
Illinois
$18K -$221K -3,044 -92%
SFG
678
SevenBridge Financial Group
Pennsylvania
$18K
RFS
679
Rockefeller Financial Services
New York
$18K +$18.9K +260 New
BWM
680
Baystate Wealth Management
Massachusetts
$17K -$1.45K -20 -7%
BBHC
681
Brown Brothers Harriman & Co
New York
$17K
TIM
682
Tortoise Investment Management
New York
$17K
FMTCOCP
683
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$15.8K -$63.6K -875 -80%
AIM
684
Anchor Investment Management
South Carolina
$14.1K
ECM
685
Estabrook Capital Management
New York
$14.1K
JCM
686
Jacobi Capital Management
Pennsylvania
$14K
VIA
687
Vantage Investment Advisors
Pennsylvania
$14K
MRCM
688
M&R Capital Management
New Jersey
$9K
PCP
689
Proficio Capital Partners
Massachusetts
$8K -$5.31K -73 -39%
PFSC
690
Peoples Financial Services Corp
Pennsylvania
$8K
EFSCE
691
Enterprise Financial Services Corp (EFSC)
Missouri
$7K
MSFP
692
Mark Sheptoff Financial Planning
Connecticut
$7K
SAM
693
Solaris Asset Management
New York
$7K
VFA
694
Valeo Financial Advisors
Indiana
$7K +$6.98K +96 New
First Manhattan
695
First Manhattan
New York
$6K
Parallax Volatility Advisers
696
Parallax Volatility Advisers
California
$6K +$6.47K +89 New
CHC
697
City Holding Co
West Virginia
$5K
JWA
698
JFS Wealth Advisors
Pennsylvania
$4K -$4.95K -68 -54%
FMP
699
Financial Management Professionals
Texas
$4K
MIM
700
Macroview Investment Management
Maryland
$4K