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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
701
JFS Wealth Advisors
Pennsylvania
$4K -$4.95K -68 -54%
FMP
702
Financial Management Professionals
Texas
$4K – – –
MIM
703
Macroview Investment Management
Maryland
$4K – – –
NCM
704
New Capital Management
Texas
$4K – – –
FCB
705
First Command Bank
Texas
$3K -$1.09K -15 -26%
FCFS
706
First Command Financial Services
Texas
$3K -$1.09K -15 -26%
TFA
707
Transamerica Financial Advisors
Florida
$3K -$436 -6 -13%
SIA
708
Sit Investment Associates
Minnesota
$3K – – –
GWS
709
Glassman Wealth Services
Virginia
$3K +$218 +3 +9%
BL
710
Balentine LLC
Georgia
$3K +$3.42K +47 New
IWM
711
IHT Wealth Management
Illinois
$2K -$8.44K -116 -78%
ACM
712
Aviance Capital Management
Florida
$2K -$654 -9 -24%
IF
713
Ironwood Financial
Arizona
$2K – – –
PFGIA
714
Patriot Financial Group Insurance Agency
Massachusetts
$2K – – –
TSW
715
Thompson Siegel & Walmsley
Virginia
$2K – – –
AIS
716
Accurate Investment Solutions
Pennsylvania
$2K +$1.6K +22 New
WIM
717
Westside Investment Management
California
$1.02K – – –
OFS
718
Orrstown Financial Services
Pennsylvania
$1K +$1.45K +20 New
AT
719
AMF Tjänstepension
Sweden
– -$31.4M -443,004 Closed
CCP
720
Clough Capital Partners
Massachusetts
– -$9.49M -126,800 Closed
VCM
721
V3 Capital Management
Texas
– -$6.24M -83,300 Closed
JIM
722
Jupiter Investment Management
United Kingdom
– -$3.94M -52,578 Closed
AAMU
723
AEGON Asset Management (UK)
United Kingdom
– -$3.61M -48,258 Closed
GH
724
GAM Holding
Switzerland
– -$3.58M -47,844 Closed
Millennium Management
725
Millennium Management
New York
– -$3.52M -46,993 Closed