We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
LF
651
LifePlan Financial
Minnesota
$446K -$41.7K -357 -9%
PP
652
PDS Planning
Ohio
$444K +$2.22K +19 +0.6%
STA
653
Summit Trail Advisors
New York
$441K +$79.2K +679 +25%
LSPW
654
Lake Street Private Wealth
Illinois
$438K -$17.2K -147 -4%
GWM
655
GDS Wealth Management
Texas
$437K +$398K +3,414 New
PWPS
656
Pinnacle Wealth Planning Services
Ohio
$434K -$1.28K -11 -0.3%
SVWAG
657
Sound View Wealth Advisors Group
Georgia
$432K +$139K +1,195 +55%
WANY
658
Wealthspire Advisors (New York)
New York
$431K +$138K +1,182 +54%
CIM
659
Cambria Investment Management
California
$431K -$26.5K -227 -6%
GL
660
Graypoint LLC
New York
$428K +$39.2K +336 +11%
PSFG
661
Prairie Sky Financial Group
Illinois
$427K
SF
662
Synovus Financial
Georgia
$426K +$132K +1,128 +51%
PWMG
663
Pinnacle Wealth Management Group
Michigan
$425K
SWA
664
SFMG Wealth Advisors
Texas
$423K -$6.18K -53 -2%
ACA
665
Aptus Capital Advisors
Alabama
$422K +$12.7K +109 +3%
Optiver Holding
666
Optiver Holding
Netherlands
$422K +$384K +3,293 New
CSPIA
667
Cary Street Partners Investment Advisory
Virginia
$419K +$20.3K +174 +6%
ECM
668
Evergreen Capital Management
Washington
$417K +$2.1K +18 +0.6%
EWA
669
Emergent Wealth Advisors
New York
$416K
JWCA
670
J.W. Cole Advisors
Florida
$416K -$4.78K -41 -1%
BHA
671
Beech Hill Advisors
New York
$416K
CA
672
CoreCap Advisors
Michigan
$413K -$20.3K -174 -5%
HCM
673
Howard Capital Management
Georgia
$409K +$373K +3,197 New
MF
674
Magnetar Financial
Illinois
$409K +$372K +3,191 New
MGP
675
M&G plc
United Kingdom
$407K