We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
Cerity Partners
526
Cerity Partners
New York
$303K +$328K +3,683 New
PFS
527
Prospera Financial Services
Texas
$302K -$84.5K -950 -21%
CFGS
528
Concourse Financial Group Securities
Alabama
$301K -$356 -4 -0.1%
PCMC
529
Private Capital Management (Colorado)
Colorado
$300K – – –
BFEC
530
Benjamin F. Edwards & Company
Missouri
$299K +$210K +2,363 +187%
BC
531
Bowman & Company
Wisconsin
$298K – – –
SW
532
SVB Wealth
Massachusetts
$295K +$17.5K +197 +6%
ASN
533
Advisory Services Network
Georgia
$294K +$623 +7 +0.2%
VAS
534
Vestmark Advisory Solutions
Massachusetts
$290K +$100K +1,127 +47%
CI
535
Conning Inc
Connecticut
$289K -$623 -7 -0.2%
KWM
536
Kingsview Wealth Management
Oregon
$289K +$1.69K +19 +0.5%
RHBC
537
R.H. Bluestein & Co
Michigan
$288K – – –
Connor, Clark & Lunn Investment Management (CC&L)
538
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$287K -$1.17M -13,192 -79%
BWL
539
Bogart Wealth LLC
Virginia
$282K -$8.9K -100 -3%
RIA
540
Regal Investment Advisors
Michigan
$281K -$172K -1,936 -36%
EA
541
Eudaimonia Advisors
Tennessee
$280K -$12.1K -136 -4%
LWAM
542
Legacy Wealth Asset Management
Minnesota
$280K +$6.76K +76 +2%
GT
543
Glenmede Trust
Pennsylvania
$278K -$69.6K -782 -19%
LS
544
Livforsakringsbolaget Skandia
Sweden
$275K -$35.6K -400 -11%
QCG
545
Quadrant Capital Group
Ohio
$275K +$4.54K +51 +2%
9WM
546
9258 Wealth Management
Ohio
$274K – – –
DC
547
Davenport & Co
Virginia
$269K +$801 +9 +0.3%
EVM
548
Eaton Vance Management
Massachusetts
$268K -$748K -8,410 -72%
S
549
SignatureFD
Georgia
$268K -$46.9K -527 -14%
BHA
550
Beech Hill Advisors
New York
$268K – – –