We are live on ! Find out more
WELL icon

Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CS
751
Capital Square
Tennessee
$1.01M -$37.6K -178 -4%
TBA
752
Tower Bridge Advisors
Pennsylvania
$1M – – –
PWPS
753
Pinnacle Wealth Planning Services
Ohio
$1M +$3.38K +16 +0.4%
AWM
754
Axxcess Wealth Management
California
$1M +$693K +3,277 +290%
ISL
755
Ingalls & Snyder LLC
New York
$998K – – –
PMG
756
ProVise Management Group
Florida
$995K – – –
WTC
757
WhitTier Trust Company
Nevada
$992K +$7.4K +35 +0.8%
JSAM
758
J. Safra Asset Management
New York
$986K +$895K +4,233 +3,848%
FC
759
Fulcrum Capital
Washington
$982K -$32.8K -155 -3%
MT
760
Midwest Trust
Kansas
$981K -$24.3K -115 -3%
VR
761
Valued Retirements
Texas
$962K +$56.2K +266 +7%
FVWA
762
Foster Victor Wealth Advisors
South Carolina
$960K -$4.65K -22 -0.5%
PIA
763
Panoramic Investment Advisors
Colorado
$954K – – –
SC
764
Saiph Capital
New Jersey
$953K +$52.4K +248 +6%
JIC
765
Johnson Investment Counsel
Ohio
$947K +$29K +137 +3%
ABC
766
Associated Banc-Corp
Wisconsin
$946K -$1.69K -8 -0.2%
DJSG
767
D.J. St. Germain
Massachusetts
$944K – – –
SCM
768
Stevens Capital Management
Pennsylvania
$940K -$1.48M -6,979 -63%
LCIP
769
Life Cycle Investment Partners
$935K -$900K -4,257 -51%
TCM
770
Tuttle Capital Management
Connecticut
$933K – – –
SFA
771
Souders Financial Advisors
Ohio
$932K +$19.4K +92 +2%
SW
772
Simplicity Wealth
New Jersey
$931K +$77K +364 +10%
RSA
773
River Street Advisors
Illinois
$928K +$2.96K +14 +0.3%
BFG
774
Beto Financial Group
Idaho
$918K +$5.71K +27 +0.7%
BHC
775
Bull Harbor Capital
Maryland
$917K +$2.33K +11 +0.3%
29 30
31
32 33