We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
401
Bleakley Financial Group
New Jersey
$848K -$134K -1,635 -14%
SS
402
Simplicity Solutions
Minnesota
$848K -$127K -1,550 -13%
AWA
403
Arkadios Wealth Advisors
Georgia
$839K -$30K -365 -3%
VU
404
Vanderbilt University
Tennessee
$829K +$28.2K +343 +4%
AAS
405
Avantax Advisory Services
Texas
$827K -$8.96K -109 -1%
AAIM
406
American Assets Investment Management
California
$819K
PAM
407
Panagora Asset Management
Massachusetts
$812K +$658 +8 +0.1%
SCA
408
Snowden Capital Advisors
New York
$809K +$17.5K +213 +2%
Federated Hermes
409
Federated Hermes
Pennsylvania
$795K +$113K +1,372 +16%
IFG
410
Independent Financial Group
California
$795K +$542K +6,588 +211%
JWM
411
Jeppson Wealth Management
California
$793K -$2.88K -35 -0.4%
DS
412
DRW Securities
Illinois
$784K +$293K +3,561 +59%
BS
413
Banco Santander
Spain
$783K +$96.8K +1,177 +14%
FC
414
Fulcrum Capital
Washington
$761K -$50.3K -611 -6%
GI
415
GAMCO Investors
Connecticut
$758K -$103K -1,250 -12%
MNBTD
416
Moody National Bank Trust Division
Texas
$757K +$70.6K +858 +10%
AWM
417
AE Wealth Management
Kansas
$745K +$47.7K +580 +7%
WHG
418
Westwood Holdings Group
Texas
$737K
IIM
419
INTECH Investment Management
Florida
$737K -$444K -5,400 -38%
SFO
420
Stokes Family Office
Louisiana
$729K +$731K +8,894 New
AUB
421
Atlantic Union Bankshares
Virginia
$709K -$16.4K -200 -2%
SCM
422
Schnieders Capital Management
California
$706K -$8.22K -100 -1%
VFA
423
Values First Advisors
Tennessee
$703K -$247 -3 -0%
WT
424
Whittier Trust
California
$702K +$3.78K +46 +0.5%
PI
425
PFG Investments
New York
$701K +$2.47K +30 +0.4%