We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
676
JFS Wealth Advisors
Pennsylvania
$8K
OC
677
Oakworth Capital
Alabama
$8K
EFSCE
678
Enterprise Financial Services Corp (EFSC)
Missouri
$7K -$2.32K -35 -24%
IIC
679
Integrated Investment Consultants
Michigan
$7K
LWM
680
LBA Wealth Management
Florida
$7K
MSFP
681
Mark Sheptoff Financial Planning
Connecticut
$7K
PSW
682
Portfolio Strategies (Washington)
Washington
$7K +$6.62K +100 New
IWA
683
IBEX Wealth Advisors
New Jersey
$7K +$6.69K +101 New
First Manhattan
684
First Manhattan
New York
$6K -$66.2K -1,000 -92%
RFM
685
Royal Fund Management
Florida
$6K +$6.29K +95 New
AW
686
Alpha Windward
Massachusetts
$5K
ACM
687
Armbruster Capital Management
New York
$5K +$5.3K +80 New
QCG
688
Quadrant Capital Group
Ohio
$4K -$4.57K -69 -46%
FMP
689
Financial Management Professionals
Texas
$4K
SLF
690
Sun Life Financial
Ontario, Canada
$3.18K +$14.1K +213 New
PCP
691
Proficio Capital Partners
Massachusetts
$3K -$994 -15 -25%
JIR
692
James Investment Research
Ohio
$3K
NCM
693
New Capital Management
Texas
$3K +$3.31K +50 New
IF
694
Ironwood Financial
Arizona
$2K
OFW
695
Omnia Family Wealth
Florida
$2K +$1.99K +30 New
PFGIA
696
Patriot Financial Group Insurance Agency
Massachusetts
$2K +$1.99K +30 New
LS
697
Livforsakringsbolaget Skandia
Sweden
$1.6K +$739K +11,162 +87%
TFO
698
Tarbox Family Office
California
$1K
WIM
699
Westside Investment Management
California
$996 +$994 +15 New
GVT
700
Genesee Valley Trust
New York
$326 +$32.5K +490 +11%