We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
LF
601
LifePlan Financial
Minnesota
$385K -$16.3K -180 -4%
Bessemer Group
602
Bessemer Group
New Jersey
$384K +$69.2K +764 +23%
DWT
603
Dorsey & Whitney Trust
South Dakota
$384K +$2.44K +27 +0.7%
PCS
604
Personal CFO Solutions
New Jersey
$372K -$5.43K -60 -1%
LC
605
LCNB Corp
Ohio
$371K -$4.53K -50 -1%
CFCI
606
Comprehensive Financial Consultants Institutional
Indiana
$370K
FPAS
607
Focus Partners Advisor Solutions
Missouri
$370K -$10.8K -119 -3%
DT
608
Diversified Trust
Tennessee
$370K -$159K -1,761 -31%
LSAG
609
Lake Street Advisors Group
New Hampshire
$368K +$8.06K +89 +2%
LFA
610
Livelsberger Financial Advisory
Ohio
$364K -$13.7K -151 -4%
CHA
611
Carmichael Hill & Associates
Maryland
$363K
Bank Julius Baer & Co
612
Bank Julius Baer & Co
Switzerland
$363K -$172K -1,898 -33%
BP
613
BBR Partners
New York
$361K +$350K +3,864 New
WDA
614
Wendell David Associates
New Hampshire
$360K
CIP
615
Convergence Investment Partners
Florida
$359K +$102K +1,127 +42%
FLPIM
616
F.L. Putnam Investment Management
Massachusetts
$354K +$1.45K +16 +0.4%
EAM
617
Evanson Asset Management
California
$351K +$996 +11 +0.3%
DAS
618
Dynamic Advisor Solutions
Arizona
$347K +$9.6K +106 +3%
HI
619
Harbour Investments
Wisconsin
$346K +$50.9K +562 +18%
MC
620
Moors & Cabot
Massachusetts
$345K -$6.79K -75 -2%
WT
621
Whittier Trust
California
$342K -$181 -2 -0.1%
LSPW
622
Lake Street Private Wealth
Illinois
$337K -$2.44K -27 -0.7%
VFA
623
Valeo Financial Advisors
Indiana
$337K -$1.27K -14 -0.4%
GVAG
624
Great Valley Advisor Group
Delaware
$333K -$1.36K -15 -0.4%
TA
625
Tectonic Advisors
Texas
$332K +$29.8K +329 +10%