We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
GLA
501
Good Life Advisors
Pennsylvania
$233K +$16.1K +294 +7%
FI
502
FormulaFolio Investments
Michigan
$231K -$30.6K -557 -12%
HI
503
Horizon Investments
North Carolina
$230K -$207K -3,763 -47%
Federated Hermes
504
Federated Hermes
Pennsylvania
$229K -$539K -9,809 -70%
MSAM
505
Moloney Securities Asset Management
Missouri
$228K -$108K -1,966 -32%
CHA
506
Carmichael Hill & Associates
Maryland
$227K – – –
Koshinski Asset Management
507
Koshinski Asset Management
Illinois
$226K +$222K +4,041 New
LWM
508
Loveless Wealth Management
Montana
$223K – – –
VFA
509
Valeo Financial Advisors
Indiana
$222K +$16.1K +294 +8%
DP
510
Dearborn Partners
Illinois
$220K -$27.3K -498 -11%
CCA
511
Checchi Capital Advisers
California
$220K -$20.9K -381 -9%
MC
512
Moors & Cabot
Massachusetts
$220K – – –
JSL
513
JT Stratford LLC
Georgia
$220K +$219K +3,990 New
SMC
514
Smith, Moore & Co
Missouri
$219K -$32.2K -586 -13%
Vanguard Personalized Indexing Management
515
Vanguard Personalized Indexing Management
California
$219K +$218K +3,975 New
KA
516
Kintegral Advisory
New York
$218K -$6.97K -127 -3%
BFC
517
Blue Fin Capital
Rhode Island
$218K -$6.21K -113 -3%
ANRIA
518
American National Registered Investment Advisor
Texas
$218K – – –
O
519
Ossiam
France
$215K +$164K +2,987 +325%
TCM
520
Teza Capital Management
Illinois
$210K -$585K -10,653 -74%
RSWM
521
Robertson Stephens Wealth Management
California
$210K -$39.4K -717 -16%
SWM
522
SeaCrest Wealth Management
New York
$209K +$208K +3,787 New
GVAG
523
Great Valley Advisor Group
Delaware
$208K -$93.8K -1,709 -31%
RFC
524
Regions Financial Corp
Alabama
$207K -$27.5K -500 -12%
SBF
525
Sara-Bay Financial
Florida
$207K -$3.84K -70 -2%