We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MCA
701
Mercer Capital Advisers
New Jersey
$91K – – –
SFSIG
702
San Francisco Sentry Investment Group
California
$91K – – –
ARMT
703
Amica Retiree Medical Trust
Rhode Island
$89K – – –
HWA
704
Heritage Wealth Advisors
Virginia
$89K +$53.5K +615 +168%
CAL
705
Capital Analysts LLC
Pennsylvania
$87K -$870 -10 -1%
TC
706
Truvestments Capital
Florida
$84K +$8.09K +93 +11%
PCG
707
Private Capital Group
Connecticut
$80K +$4.96K +57 +7%
AIM
708
AIA Investment Management
Singapore
$80K +$76.6K +880 New
TC
709
Trust Company
Kansas
$77K – – –
CPA
710
Clear Perspective Advisors
Illinois
$73K – – –
WB
711
Webster Bank
Connecticut
$73K +$49.6K +570 +238%
CIA
712
CSat Investment Advisory
Michigan
$68K +$4.18K +48 +7%
FANJ
713
Financial Architects (New Jersey)
New Jersey
$68K +$4.44K +51 +7%
ClearBridge Investments
714
ClearBridge Investments
New York
$63K +$2.79K +32 +5%
GSWM
715
Golden State Wealth Management
California
$63K +$3.48K +40 +6%
CI Investments Inc
716
CI Investments Inc
Ontario, Canada
$63K +$60.5K +695 New
JCM
717
Jacobi Capital Management
Pennsylvania
$62K +$6.53K +75 +12%
BCA
718
Berman Capital Advisors
Georgia
$59K +$87 +1 +0.2%
OAJ
719
Ogorek Anthony Joseph
New York
$58K -$7.83K -90 -12%
ADL
720
Asset Dedication LLC
California
$51K -$12.9K -148 -21%
BWA
721
BDO Wealth Advisors
Florida
$51K – – –
PB
722
Pinnacle Bancorp
Nebraska
$49K – – –
GI
723
Gradient Investments
Minnesota
$48K +$2.44K +28 +6%
TFS
724
TrustCore Financial Services
Tennessee
$47K – – –
AA
725
Advisory Alpha
Michigan
$46K +$43.9K +504 New