We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MWP
526
MYCIO Wealth Partners
Pennsylvania
$471K +$493K +5,760 New
MERSOM
527
Municipal Employees' Retirement System of Michigan
Michigan
$469K +$5.14K +60 +1%
VFA
528
Values First Advisors
Tennessee
$468K +$489K +5,717 New
SIAP
529
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
$464K -$188K -2,200 -28%
IEFM
530
IQ EQ Fund Management
Ireland
$461K +$109K +1,274 +29%
CFB
531
Cullen/Frost Bankers
Texas
$460K +$170K +1,980 +54%
GVAG
532
Great Valley Advisor Group
Delaware
$458K +$2.31K +27 +0.5%
JG
533
Jefferies Group
New York
$450K -$721K -8,420 -60%
AIM
534
Anchor Investment Management
South Carolina
$450K – – –
9WM
535
9258 Wealth Management
Ohio
$445K +$514 +6 +0.1%
SAM
536
Strategy Asset Managers
California
$444K -$207K -2,422 -31%
KFS
537
Kurt F. Somerville
$442K +$34.2K +400 +8%
IA
538
IFG Advisory
Georgia
$437K -$16K -187 -3%
CNBT
539
Canandaigua National Bank & Trust
New York
$437K -$14.2K -166 -3%
SXL
540
Summit X LLC
Missouri
$426K +$86 +1 +0%
Koshinski Asset Management
541
Koshinski Asset Management
Illinois
$425K +$449K +5,249 New
FMII
542
Farmers & Merchants Investments Inc
Nebraska
$424K – – –
JSL
543
JT Stratford LLC
Georgia
$419K -$4.28K -50 -1%
WSCM
544
Wellington Shields Capital Management
New York
$417K – – –
AAM
545
Azzad Asset Management
Virginia
$415K +$7.45K +87 +2%
FI
546
FormulaFolio Investments
Michigan
$413K +$135K +1,577 +45%
MC
547
Moors & Cabot
Massachusetts
$408K -$51.1K -597 -11%
ACS
548
Archford Capital Strategies
Illinois
$408K -$15.7K -183 -4%
GRP
549
Global Retirement Partners
California
$403K +$19.2K +224 +5%
DC
550
Davenport & Co
Virginia
$400K +$9.42K +110 +2%