We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
LIM
526
Leavell Investment Management
Alabama
$323K +$8.97K +133 +3%
EWM
527
Evercore Wealth Management
New York
$321K -$6.54K -97 -2%
ADBIC
528
A.D. Beadell Investment Counsel
Wisconsin
$318K
Mackenzie Financial
529
Mackenzie Financial
Ontario, Canada
$316K +$2.56K +38 +0.9%
CSS
530
Cubist Systematic Strategies
Connecticut
$314K -$36.4K -540 -11%
HT
531
HighTower Trust
Texas
$314K +$300K +4,440 New
BWM
532
BerganKDV Wealth Management
Minnesota
$307K -$1.48K -22 -0.5%
GLA
533
Good Life Advisors
Pennsylvania
$307K +$14.4K +214 +5%
WAM
534
Wealthspire Advisors (Maryland)
Maryland
$305K +$13.5K +200 +5%
LNWWM
535
Laird Norton Wetherby Wealth Management
California
$303K +$38.9K +577 +16%
CG
536
CFO4Life Group
Texas
$302K +$287K +4,260 New
CCA
537
Checchi Capital Advisers
California
$299K -$26.8K -397 -9%
BHA
538
Beech Hill Advisors
New York
$292K
SGCA
539
Steel Grove Capital Advisors
Tennessee
$290K -$51.6K -765 -16%
SRSA
540
S.R. Schill & Associates
Washington
$290K
SDWMA
541
Schneider Downs Wealth Management Advisors
Pennsylvania
$290K +$277K +4,100 New
TC
542
Telemus Capital
Michigan
$289K -$1.82K -27 -0.7%
EWM
543
Evermay Wealth Management
Virginia
$288K +$54.6K +810 +25%
Verition Fund Management
544
Verition Fund Management
Connecticut
$288K +$274K +4,064 New
SMC
545
Smith, Moore & Co
Missouri
$284K +$1.28K +19 +0.5%
GT
546
Glenview Trust
Kentucky
$282K
TW
547
Transform Wealth
Colorado
$278K -$5.4K -80 -2%
BWM
548
Bernicke Wealth Management
Wisconsin
$278K +$265K +3,922 New
TNB
549
Thomasville National Bank
Georgia
$277K +$264K +3,910 New
OWD
550
Osborn Williams & Donohoe
Ohio
$271K