We are live on ! Find out more
WELL icon

Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FCP
701
Fidelis Capital Partners
Florida
$1.04M +$24.7K +125 +2%
ATS
702
Ashton Thomas Securities
New York
$1.03M -$3.75K -19 -0.4%
SBF
703
Sara-Bay Financial
Florida
$1.02M – – –
JSC
704
Jackson Square Capital
California
$1.01M +$18.6K +94 +2%
PWM
705
Perigon Wealth Management
California
$1.01M -$293K -1,481 -22%
AWAG
706
ARS Wealth Advisors Group
Florida
$1.01M +$24.7K +125 +3%
BIA
707
Benchmark Investment Advisors
Illinois
$1M +$1,000K +5,060 New
PPWP
708
Premier Path Wealth Partners
New Jersey
$998K +$82.6K +418 +9%
FMI
709
Frec Markets Inc
California
$991K +$324K +1,638 +49%
PCS
710
Personal CFO Solutions
New Jersey
$987K +$219K +1,106 +28%
LWAM
711
Legacy Wealth Asset Management
Minnesota
$986K +$29.8K +151 +3%
FB
712
Finward Bancorp
Indiana
$983K -$24.7K -125 -2%
LWM
713
LongView Wealth Management
Georgia
$980K -$9.09K -46 -1%
MMG
714
Monetary Management Group
Missouri
$974K -$84K -425 -8%
GWM
715
Geneos Wealth Management
Colorado
$973K -$31.8K -161 -3%
AWM
716
Aprio Wealth Management
Georgia
$963K +$185K +936 +24%
IAG
717
Investment Advisory Group
Massachusetts
$952K -$20.4K -103 -2%
QIM
718
Quantitative Investment Management
Virginia
$950K -$605K -3,061 -39%
MGP
719
M&G plc
United Kingdom
$948K +$6.72K +34 +0.7%
CS
720
Capital Square
Tennessee
$947K -$205K -1,037 -19%
DW
721
Dodds Wealth
Colorado
$939K -$251K -1,269 -21%
PP
722
PDS Planning
Ohio
$932K +$26.7K +135 +3%
YIH
723
Y-Intercept (HK)
Hong Kong
$924K -$1.11M -5,629 -55%
LAIC
724
Lederer & Associates Investment Counsel
California
$919K – – –
SACTSONJ
725
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$919K +$918K +4,647 New
27 28
29
30 31