We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
LNC
426
Lincoln National Corp
Pennsylvania
$600K +$178 +2 +0%
Verition Fund Management
427
Verition Fund Management
Connecticut
$600K +$649K +7,289 New
TPCW
428
TD Private Client Wealth
New York
$597K -$27K -303 -4%
HI
429
Hendershot Investments
Virginia
$593K
Assenagon Asset Management
430
Assenagon Asset Management
Luxembourg
$576K +$85.2K +957 +16%
SBF
431
Sara-Bay Financial
Florida
$575K +$53.6K +602 +10%
ABC
432
Associated Banc-Corp
Wisconsin
$571K
FTDI
433
First Trust Direct Indexing
Massachusetts
$571K +$173K +1,940 +39%
HFA
434
Harbert Fund Advisors
Alabama
$561K +$606K +6,815 New
MAM
435
Meeder Asset Management
Ohio
$555K +$180K +2,028 +43%
CCP
436
Corient Capital Partners
California
$553K -$18.3K -206 -3%
RPCONE
437
Retirement Planning Company of New England
Rhode Island
$552K +$1.33K +15 +0.2%
GSWM
438
Greenup Street Wealth Management
Michigan
$541K
EWA
439
EP Wealth Advisors
California
$538K +$180K +2,025 +45%
Jennison Associates
440
Jennison Associates
New York
$538K +$581K +6,533 New
Carson Wealth (CWM LLC)
441
Carson Wealth (CWM LLC)
Nebraska
$529K +$109K +1,224 +24%
FMII
442
Farmers & Merchants Investments Inc
Nebraska
$525K +$7.3K +82 +1%
TI
443
Tidal Investments
Wisconsin
$517K -$24.1K -271 -4%
V
444
Veritable
Delaware
$516K +$27.9K +314 +5%
SBIA
445
Sheaff Brock Investment Advisors
Indiana
$507K -$12K -135 -2%
Jones Financial Companies
446
Jones Financial Companies
Missouri
$504K -$28.9K -325 -5%
DCM
447
Donaldson Capital Management
Indiana
$500K +$81.2K +913 +18%
JIC
448
Johnson Investment Counsel
Ohio
$500K +$156K +1,758 +41%
NW
449
NewEdge Wealth
Pennsylvania
$499K +$539K +6,061 New
DGAM
450
Desjardins Global Asset Management
Quebec, Canada
$489K +$214K +2,409 +68%