We are live on ! Find out more
WELL icon

Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SFS
426
Stiles Financial Services
Minnesota
$629K -$2K -26 -0.3%
HNB
427
Huntington National Bank
Ohio
$621K -$111K -1,439 -16%
MMG
428
Monetary Management Group
Missouri
$613K – – –
PA
429
Profund Advisors
Maryland
$608K +$18K +233 +3%
WC
430
Wexford Capital
Florida
$607K -$167K -2,163 -22%
MAS
431
Madden Advisory Services
Florida
$607K -$20K -260 -3%
MAS
432
Meeder Advisory Services
Ohio
$604K +$63.9K +830 +13%
LNC
433
Lincoln National Corp
Pennsylvania
$600K +$17.7K +230 +3%
GT
434
Greenleaf Trust
Michigan
$598K +$55.6K +722 +11%
SFG
435
Summit Financial Group
West Virginia
$595K – – –
SI
436
Stephens Inc
Arkansas
$585K – – –
NA
437
NewEdge Advisors
Louisiana
$584K +$20.1K +261 +4%
S
438
SignatureFD
Georgia
$576K +$47.9K +622 +10%
FMII
439
Farmers & Merchants Investments Inc
Nebraska
$564K +$126K +1,633 +31%
TPCW
440
TD Private Client Wealth
New York
$561K -$92.7K -1,203 -15%
QCG
441
Quadrant Capital Group
Ohio
$556K -$11.1K -144 -2%
RPCONE
442
Retirement Planning Company of New England
Rhode Island
$554K +$1.7K +22 +0.3%
GSWM
443
Greenup Street Wealth Management
Michigan
$531K – – –
HI
444
Horizon Investments
North Carolina
$527K +$10.2K +132 +2%
FMAEN1
445
Fund Management at Engine No 1
California
$523K +$56.7K +736 +13%
PSF
446
Pacific Sun Financial
California
$519K +$558K +7,238 New
SBIA
447
Sheaff Brock Investment Advisors
Indiana
$518K +$19.3K +250 +4%
BHPW
448
Beverly Hills Private Wealth
California
$518K +$221K +2,870 +84%
SFA
449
Sequoia Financial Advisors
Ohio
$506K +$11.6K +150 +2%
DCM
450
Dudley Capital Management
Virginia
$506K -$15.4K -200 -3%
16 17
18
19 20