We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
BSAM
751
Blue Square Asset Management
New York
– -$42K -805 Closed
MWA
752
Moser Wealth Advisors
Washington
– -$26K -504 Closed
PCS
753
Personal CFO Solutions
New Jersey
– -$25.5K -465 -9%
FANJ
754
Financial Architects (New Jersey)
New Jersey
– -$23K -451 Closed
FWM
755
FSA Wealth Management
Massachusetts
– -$22K -429 Closed
ACA
756
Atlas Capital Advisors
Wyoming
– -$21.6K -417 Closed
ClearBridge Investments
757
ClearBridge Investments
New York
– -$21K -400 Closed
LWA
758
Lenox Wealth Advisors
New York
– -$16K -305 Closed
SFPG
759
Stonebridge Financial Planning Group
Florida
– -$15K -284 Closed
BL
760
Balentine LLC
Georgia
– -$14K -279 Closed
TWP
761
TFO Wealth Partners
Ohio
– -$13K -250 Closed
DSC
762
Duncker Streett & Co
Missouri
– -$12K -241 Closed
GWMIA
763
Global Wealth Management Investment Advisory
Florida
– -$12K -228 Closed
AIL
764
AGF Investments LLC
Ontario, Canada
– -$11K -219 Closed
CCM
765
Covington Capital Management
California
– -$10K -200 Closed
GFPC
766
Global Financial Private Client
Florida
– -$8.69K -162 Closed
HFA
767
Hoover Financial Advisors
Pennsylvania
– -$8K -157 Closed
JSC
768
Jackson Square Capital
California
– -$7K -135 Closed
THWM
769
Taylor Hoffman Wealth Management
Virginia
– -$6K -124 Closed
AWM
770
Apollon Wealth Management
South Carolina
– -$6K -107 Closed
Kayne Anderson Rudnick Investment Management
771
Kayne Anderson Rudnick Investment Management
California
– -$2K -32 Closed
CCM
772
Cribstone Capital Management
Maine
– -$1K -24 Closed
TWA
773
TCI Wealth Advisors
Arizona
– +$439 +8 +267%
TFM
774
TFC Financial Management
Massachusetts
– +$494 +9 New