We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
651
Advantage Investment Management
Iowa
$39K +$22K +301 +136%
HCM
652
Highlander Capital Management
New Jersey
$38K – – –
NSIM
653
North Star Investment Management
Illinois
$37K – – –
CAL
654
Capital Advisors Ltd
Ohio
$36K – – –
JFA
655
JNBA Financial Advisors
Minnesota
$36K – – –
BC
656
Bartlett & Co
Ohio
$35K +$219 +3 +0.7%
CLOS
657
Compagnie Lombard Odier SCmA
Switzerland
$33K – – –
GBBWRPM
658
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$32K – – –
VFA
659
Virtus Fund Advisers
Connecticut
$31K – – –
FC
660
Ferris Capital
Massachusetts
$31K +$30.3K +414 New
ClearBridge Investments
661
ClearBridge Investments
New York
$30K – – –
MCM
662
MV Capital Management
Maryland
$30K – – –
QCG
663
Quadrant Capital Group
Ohio
$29K +$11.4K +156 +56%
SWA
664
Sutton Wealth Advisors
Florida
$28.5K +$512 +7 +2%
WPA
665
West Paces Advisors
Georgia
$28.2K – – –
AAP
666
Arax Advisory Partners
Colorado
$26K +$5.34K +73 +26%
HI
667
Hudock Inc
Pennsylvania
$23K +$2.48K +34 +12%
DAM
668
Delta Asset Management
Tennessee
$22K – – –
FPFS
669
First Personal Financial Services
North Carolina
$22K – – –
CBT
670
Capital Bank & Trust
California
$22K +$21.9K +300 New
ST
671
Sageworth Trust
Pennsylvania
$22K +$21.9K +300 New
TFO
672
Tarbox Family Office
California
$21K – – –
GAM
673
Gemmer Asset Management
California
$21K +$4.53K +62 +28%
BWM
674
Baystate Wealth Management
Massachusetts
$20K – – –
PS
675
Portfolio Solutions
Michigan
$20K – – –