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Welltower

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