We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
ACA
676
Atlas Capital Advisors
Wyoming
$28.2K – – –
IAMOG
677
Investors Asset Management of Georgia
Georgia
$28K – – –
TFS
678
TrustCore Financial Services
Tennessee
$28K – – –
BTI
679
Blue Trust Inc
Georgia
$27K +$12.5K +160 +94%
SWA
680
Sutton Wealth Advisors
Florida
$26.1K -$1.17K -15 -4%
DI
681
Disciplined Investments
Oklahoma
$25K – – –
RCM
682
Raleigh Capital Management
North Carolina
$23K -$2.74K -35 -9%
PSB
683
Piscataqua Savings Bank
New Hampshire
$22K – – –
SCM
684
Silvant Capital Management
Georgia
$22K – – –
AAP
685
Arax Advisory Partners
Colorado
$22K +$547 +7 +2%
JFA
686
JNBA Financial Advisors
Minnesota
$22K +$1.95K +25 +8%
AWM
687
Activest Wealth Management
Florida
$22K +$26.6K +340 New
HWA
688
Heritage Wealth Advisors
Virginia
$21.2K – – –
BBHC
689
Brown Brothers Harriman & Co
New York
$21K +$3.6K +46 +16%
WFA
690
West Financial Advisors
Iowa
$21K +$25K +320 New
SFFS
691
Stonehage Fleming Financial Services
Jersey
$20K – – –
EWA
692
EverSource Wealth Advisors
Alabama
$20K +$10.2K +130 +70%
SWM
693
Selective Wealth Management
Virginia
$20K +$13.5K +173 +124%
Point72 Asset Management
694
Point72 Asset Management
Connecticut
$19K -$13M -166,800 -100%
LFG
695
Larson Financial Group
Missouri
$19K – – –
SAM
696
Strategic Asset Management
Minnesota
$19K – – –
APC
697
Aspire Private Capital
North Carolina
$19K +$156 +2 +0.7%
ZIG
698
Zullo Investment Group
Pennsylvania
$18K – – –
Lazard Asset Management
699
Lazard Asset Management
New York
$18K +$3.05K +39 +15%
C
700
Covestor
United Kingdom
$17K -$76.9K -984 -79%