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Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1001
Birch Financial Group
New Hampshire
$201K +$187K +1,312 New
MHC
1002
May Hill Capital
Massachusetts
$200K +$186K +1,306 New
OCM
1003
Orion Capital Management
California
$198K -$118K -830 -39%
QC
1004
Quent Capital
New York
$191K +$35.6K +250 +25%
KFI
1005
Key Financial Inc
Pennsylvania
$189K – – –
BC
1006
Bayforest Capital
United Kingdom
$188K +$158K +1,106 +922%
WIM
1007
Westside Investment Management
California
$185K – – –
WT
1008
Washington Trust
Rhode Island
$184K – – –
Bank Julius Baer & Co
1009
Bank Julius Baer & Co
Switzerland
$180K +$70.4K +494 +73%
EB
1010
Eastern Bank
Massachusetts
$176K – – –
GWS
1011
Greykasell Wealth Strategies
California
$176K +$164K +1,151 New
CT
1012
Colonial Trust
South Carolina
$176K -$11.5K -81 -7%
AIM
1013
Arcadia Investment Management
Michigan
$169K – – –
CSB
1014
City State Bank
Iowa
$162K – – –
BCMLT
1015
Beacon Capital Management LLC (Tennessee)
Tennessee
$158K +$570 +4 +0.4%
AGWCA
1016
Annis Gardner Whiting Capital Advisors
Florida
$157K +$27.2K +191 +23%
BOTPPF
1017
Board of the Pension Protection Fund
United Kingdom
$153K -$898K -6,300 -86%
SIA
1018
Sit Investment Associates
Minnesota
$152K – – –
NSIM
1019
North Star Investment Management
Illinois
$145K +$285 +2 +0.2%
SIC
1020
SJS Investment Consulting
Ohio
$143K -$15.7K -110 -11%
BG
1021
Bollard Group
Massachusetts
$142K – – –
MHR
1022
Matthew Hamilton Rosenberg
$135K – – –
NS
1023
NBC Securities
Alabama
$131K +$123K +860 New
AF
1024
Advisornet Financial
Minnesota
$125K +$19.5K +137 +20%
FUBT
1025
First United Bank & Trust
Maryland
$123K – – –