We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
IHL
576
Investment House LLC
California
$335K -$12.8K -150 -4%
BP
577
Ballentine Partners
Massachusetts
$335K – – –
AWA
578
Arkadios Wealth Advisors
Georgia
$334K +$326K +3,812 New
SRSA
579
S.R. Schill & Associates
Washington
$334K – – –
CWM
580
Campbell Wealth Management
Virginia
$333K +$1.71K +20 +0.5%
AAMU
581
AEGON Asset Management (UK)
United Kingdom
$332K +$348K +4,067 New
PCS
582
Personal CFO Solutions
New Jersey
$331K – – –
LWM
583
Loveless Wealth Management
Montana
$330K +$347K +4,050 New
First Manhattan
584
First Manhattan
New York
$327K -$5.74K -67 -2%
IIM
585
Ipswich Investment Management
Massachusetts
$327K – – –
BBHC
586
Brown Brothers Harriman & Co
New York
$327K +$7.71K +90 +2%
CCA
587
Checchi Capital Advisers
California
$326K -$1.2K -14 -0.4%
ANRIA
588
American National Registered Investment Advisor
Texas
$323K – – –
BRWM
589
B. Riley Wealth Management
Tennessee
$321K +$6.08K +71 +2%
BHA
590
Beech Hill Advisors
New York
$321K +$15K +175 +5%
BG
591
Bahl & Gaynor
Ohio
$317K – – –
NL
592
NWAM LLC
Washington
$317K – – –
PCM
593
Penserra Capital Management
California
$316K +$118K +1,384 +58%
FLPIM
594
F.L. Putnam Investment Management
Massachusetts
$315K +$3.6K +42 +1%
CG
595
CFO4Life Group
Texas
$315K +$8.82K +103 +3%
MIM
596
Moseley Investment Management
Florida
$313K +$83.4K +974 +34%
RIA
597
Regal Investment Advisors
Michigan
$311K -$4.2K -49 -1%
CFD
598
Creative Financial Designs
Indiana
$309K +$3.68K +43 +1%
TW
599
TrinityPoint Wealth
Connecticut
$305K – – –
SFA
600
Sequoia Financial Advisors
Ohio
$301K -$20.5K -239 -6%