We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
WDA
551
Wendell David Associates
New Hampshire
$248K – – –
ASN
552
Advisory Services Network
Georgia
$247K +$19.5K +250 +7%
PCS
553
Personal CFO Solutions
New Jersey
$246K +$3.13K +40 +1%
IGWM
554
ICA Group Wealth Management
Colorado
$244K -$14.4K -184 -5%
Bank Julius Baer & Co
555
Bank Julius Baer & Co
Switzerland
$243K -$91.1K -1,165 -24%
ACP
556
Aviance Capital Partners
Florida
$242K -$156K -2,000 -35%
SEP
557
Southland Equity Partners
Missouri
$242K -$5.86K -75 -2%
GCP
558
GSA Capital Partners
United Kingdom
$241K -$546K -6,989 -65%
FAG
559
Fortitude Advisory Group
Washington
$240K +$291K +3,728 New
QCG
560
Quadrant Capital Group
Ohio
$239K +$29.7K +380 +11%
CFCI
561
Comprehensive Financial Consultants Institutional
Indiana
$238K – – –
GKWIM
562
Gerber Kawasaki Wealth & Investment Management
California
$237K – – –
WPP
563
Whalerock Point Partners
Rhode Island
$237K – – –
BC
564
Bowman & Company
Wisconsin
$233K – – –
BFEC
565
Benjamin F. Edwards & Company
Missouri
$232K -$1.95K -25 -0.7%
TC
566
Titleist Capital
Texas
$230K +$279K +3,571 New
AIA
567
Armor Investment Advisors
North Carolina
$228K -$98.5K -1,260 -26%
EVM
568
Eaton Vance Management
Massachusetts
$228K +$21.7K +278 +9%
RHBC
569
R.H. Bluestein & Co
Michigan
$225K – – –
LWAM
570
Legacy Wealth Asset Management
Minnesota
$221K +$3.36K +43 +1%
FAIM
571
Financial Advocates Investment Management
Washington
$221K +$71.1K +910 +36%
KWM
572
Kingsview Wealth Management
Oregon
$220K -$7.74K -99 -3%
SWA
573
SFMG Wealth Advisors
Texas
$220K – – –
EA
574
Eudaimonia Advisors
Tennessee
$219K – – –
BWL
575
Bogart Wealth LLC
Virginia
$218K -$3.13K -40 -1%