We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PS
726
Planned Solutions
California
$216K
MIM
727
MTM Investment Management
South Carolina
$215K
TAM
728
Titleist Asset Management
Texas
$214K +$1.36K +15 +0.7%
EFS
729
Essex Financial Services
Connecticut
$213K +$207K +2,282 New
MAM
730
Mystic Asset Management
Rhode Island
$212K +$205K +2,265 New
CG
731
Cutler Group
California
$210K +$204K +2,253 New
CFB
732
Cullen/Frost Bankers
Texas
$210K -$18.1K -200 -8%
PK
733
Pflug Koory
Nebraska
$207K
BFC
734
Blue Fin Capital
Rhode Island
$207K +$200K +2,210 New
ICG
735
InterOcean Capital Group
Tennessee
$206K -$19.7K -218 -9%
SIA
736
Sit Investment Associates
Minnesota
$205K +$199K +2,195 New
JCM
737
Jacobi Capital Management
Pennsylvania
$205K +$199K +2,194 New
AAIS
738
ABN AMRO Investment Solutions
$204K +$197K +2,180 New
SB
739
Strategic Blueprint
Georgia
$203K +$197K +2,176 New
EWM
740
Empirical Wealth Management
Washington
$203K -$5.52K -61 -3%
BL
741
Balentine LLC
Georgia
$203K +$197K +2,173 New
SF
742
Synovus Financial
Georgia
$202K +$195K +2,157 New
BWFA
743
Baltimore-Washington Financial Advisors
Maryland
$202K -$108K -1,197 -36%
FFA
744
Farther Finance Advisors
California
$187K +$3.53K +39 +2%
AF
745
Allworth Financial
California
$185K +$24.7K +273 +16%
CIBC Private Wealth Group
746
CIBC Private Wealth Group
Georgia
$183K -$26.3K -291 -13%
SWS
747
SYSTM Wealth Solutions
Illinois
$182K -$14.8K -163 -8%
M
748
MOTCO
Texas
$179K -$3.62K -40 -2%
EWA
749
EverSource Wealth Advisors
Alabama
$178K +$35.7K +394 +27%
MG
750
Mather Group
Illinois
$175K +$176K +1,945 New