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Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
851
Liberty Wealth Management
California
$203K +$185K +1,587 New
BWL
852
Bogart Wealth LLC
Virginia
$194K – – –
RTC
853
Riverview Trust Company
Washington
$193K -$9.1K -78 -5%
FC
854
Fairscale Capital
New Hampshire
$192K – – –
HDIM
855
Hanson & Doremus Investment Management
Vermont
$192K – – –
AA
856
Alta Advisers
United Kingdom
$179K +$11.7K +100 +8%
PFBT
857
Parkside Financial Bank & Trust
Missouri
$178K +$2.33K +20 +1%
MCM
858
MV Capital Management
Maryland
$177K +$700 +6 +0.4%
APC
859
Aspire Private Capital
North Carolina
$177K +$350 +3 +0.2%
IAIM
860
International Assets Investment Management
Florida
$174K +$63.4K +543 +67%
RIL
861
Rothschild Investment LLC
Illinois
$172K +$2.92K +25 +2%
KFI
862
Key Financial Inc
Pennsylvania
$158K +$583 +5 +0.4%
SIA
863
Sit Investment Associates
Minnesota
$154K -$98.6K -845 -41%
WT
864
Washington Trust
Rhode Island
$154K +$40.8K +350 +41%
TCOV
865
Trust Company of Vermont
Vermont
$152K +$127K +1,088 +1,088%
CT
866
Colonial Trust
South Carolina
$152K +$48.5K +416 +54%
TWC
867
TD Waterhouse Canada
Ontario, Canada
$151K -$13.4K -115 -9%
GXJ
868
Global X Japan
Japan
$142K -$36.3K -311 -22%
AIM
869
Arcadia Investment Management
Michigan
$141K – – –
WIM
870
Westside Investment Management
California
$138K – – –
AF
871
Advisornet Financial
Minnesota
$137K +$467 +4 +0.4%
CSB
872
City State Bank
Iowa
$135K – – –
SIC
873
SJS Investment Consulting
Ohio
$134K -$29.5K -253 -19%
FCM
874
Fourpath Capital Management
Oklahoma
$133K +$121K +1,036 New
ZB
875
Zions Bancorporation
Utah
$132K -$5.02K -43 -4%
33 34
35
36 37