We are live on ! Find out more
WELL icon

Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SACTSONJ
726
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$919K +$918K +4,647 New
WANY
727
Wealthspire Advisors (New York)
New York
$916K -$156K -788 -15%
SIC
728
SJS Investment Consulting
Ohio
$910K -$92.5K -468 -9%
FAT
729
First American Trust
California
$908K +$14K +71 +2%
CTA
730
Clear Trail Advisors
Texas
$896K +$572K +2,892 +176%
MG
731
Marex Group
$892K +$338K +1,709 +61%
FC
732
Fulcrum Capital
Washington
$886K -$10.1K -51 -1%
JIC
733
Joel Isaacson & Co
New York
$886K – – –
MT
734
Midwest Trust
Kansas
$877K -$27.3K -138 -3%
IA
735
IFP Advisors
Florida
$877K +$44.7K +226 +5%
TBA
736
Tower Bridge Advisors
Pennsylvania
$875K – – –
GCS
737
Gordian Capital (Singapore)
Singapore
$870K -$336K -1,700 -28%
PWPS
738
Pinnacle Wealth Planning Services
Ohio
$869K +$6.92K +35 +0.8%
ISL
739
Ingalls & Snyder LLC
New York
$869K – – –
PMG
740
ProVise Management Group
Florida
$867K -$97K -491 -10%
AW
741
Alteri Wealth
California
$867K -$5.53K -28 -0.6%
FVWA
742
Foster Victor Wealth Advisors
South Carolina
$863K – – –
BWM
743
Buckley Wealth Management
Nevada
$861K +$122K +617 +17%
JSW
744
Journey Strategic Wealth
New Jersey
$860K +$258K +1,306 +43%
AFA
745
AA Financial Advisors
Ohio
$859K +$100K +506 +13%
FAM
746
Fairtree Asset Management
South Africa
$848K -$198 -1 -0%
BA
747
Bard Associates
Illinois
$846K -$30.6K -155 -3%
CIS
748
Custom Index Systems
New York
$843K -$213K -1,078 -20%
LI
749
LRI Investments
Florida
$834K -$55.1K -279 -6%
WTC
750
WhitTier Trust Company
Nevada
$832K +$7.31K +37 +0.9%
28 29
30
31 32