We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
651
JNBA Financial Advisors
Minnesota
$33K +$7.34K +130 +27%
RIA
652
RPG Investment Advisory
California
$32K +$2.26K +40 +7%
AIL
653
AGF Investments LLC
Ontario, Canada
$31K -$2.03K -36 -6%
SWA
654
Sutton Wealth Advisors
Florida
$30.2K +$10.2K +181 +48%
OIA
655
OneDigital Investment Advisors
Kansas
$29K – – –
SIS
656
Sound Income Strategies
Florida
$29K – – –
TFS
657
TrustCore Financial Services
Tennessee
$29K – – –
CA
658
Crewe Advisors
Utah
$28K -$1.13K -20 -4%
BCI
659
Brinker Capital Investments
Pennsylvania
$27K -$7.34K -130 -21%
CPIG
660
Chicago Partners Investment Group
Illinois
$27K – – –
NSIM
661
North Star Investment Management
Illinois
$27K – – –
RWA
662
Ropes Wealth Advisors
Massachusetts
$27K – – –
AF
663
Advisornet Financial
Minnesota
$27K +$1.58K +28 +6%
HCM
664
Highlander Capital Management
New Jersey
$26K – – –
BC
665
Bartlett & Co
Ohio
$26K +$282 +5 +1%
ML
666
McAdam LLC
Pennsylvania
$26K +$26.5K +470 New
BCWM
667
Bartlett & Co Wealth Management
Ohio
$25.8K +$26.8K +475 New
GBBWRPM
668
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$23K – – –
ClearBridge Investments
669
ClearBridge Investments
New York
$23K +$1.02K +18 +5%
SCM
670
Silvant Capital Management
Georgia
$23K +$23.9K +424 New
MCM
671
MV Capital Management
Maryland
$22K – – –
CIP
672
Convergence Investment Partners
Florida
$21K -$758K -13,419 -97%
ADL
673
Asset Dedication LLC
California
$21K +$17.3K +306 +408%
FC
674
Ferris Capital
Massachusetts
$21K +$21.5K +380 New
GEA
675
Glen Eagle Advisors
New Jersey
$19.8K -$222K -3,924 -92%