We are live on ! Find out more
WELL icon

Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
STA
701
Summit Trail Advisors
New York
$244K -$8.69K -96 -4%
RFA
702
Register Financial Advisors
Georgia
$243K – – –
NC
703
NBW Capital
Massachusetts
$242K +$235K +2,590 New
NP
704
Nilsine Partners
Colorado
$242K -$28K -309 -11%
BF
705
BOK Financial
Oklahoma
$241K -$7.97K -88 -3%
WBG
706
Wharton Business Group
Pennsylvania
$239K – – –
EP
707
Edgestream Partners
New Jersey
$237K -$62.1K -686 -21%
HI
708
Hudock Inc
Pennsylvania
$235K +$634 +7 +0.3%
1WA
709
180 Wealth Advisors
Washington
$234K +$227K +2,506 New
MFWP
710
Mosaic Family Wealth Partners
Missouri
$234K – – –
FT
711
Fiduciary Trust
Massachusetts
$233K – – –
P
712
Pitcairn
Pennsylvania
$230K +$223K +2,462 New
FNBOMD
713
First National Bank of Mount Dora
Florida
$229K – – –
BFEC
714
Benjamin F. Edwards & Company
Missouri
$228K -$54.6K -603 -20%
CI
715
Cambiar Investors
Colorado
$228K -$139K -1,532 -39%
MA
716
Mutual Advisors
Nebraska
$226K -$6.79K -75 -3%
CSIC
717
Clifford Swan Investment Counsel
California
$225K – – –
AIA
718
Angeles Investment Advisors
California
$224K +$6.52K +72 +3%
WPP
719
Whalerock Point Partners
Rhode Island
$223K -$90.5K -1,000 -30%
SVWAG
720
Sound View Wealth Advisors Group
Georgia
$222K – – –
MSAM
721
Moloney Securities Asset Management
Missouri
$219K -$3.17K -35 -1%
RCAG
722
Rehmann Capital Advisory Group
Michigan
$216K -$12.1K -134 -5%
LFA
723
Legacy Financial Advisors
Kentucky
$216K +$209K +2,311 New
SDWMA
724
Schneider Downs Wealth Management Advisors
Pennsylvania
$216K – – –
AIA
725
Armor Investment Advisors
North Carolina
$216K -$25.8K -285 -11%
27 28
29
30 31