We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
PP
751
Paloma Partners
Connecticut
$12K +$12K +144 New
CFFP
752
Center for Financial Planning
Michigan
$11K – – –
FCA
753
FinTrust Capital Advisors
South Carolina
$11K – – –
MRCM
754
M&R Capital Management
New Jersey
$11K – – –
WWM
755
Wolff Wiese Magana
California
$11K – – –
TWA
756
TCI Wealth Advisors
Arizona
$11K +$1.42K +17 +15%
LFA
757
Level Financial Advisors
New York
$11K +$10.8K +130 New
CSB
758
City State Bank
Iowa
$11K +$11K +132 New
PFA
759
Professional Financial Advisors
Nebraska
$10K – – –
CAC
760
Core Alternative Capital
Georgia
$10K +$9.25K +111 New
TAM
761
Tucker Asset Management
Colorado
$9.11K – – –
DAM
762
Delta Asset Management
Tennessee
$9K – – –
RDIA
763
RE Dickinson Investment Advisors
Iowa
$9K +$8.34K +100 New
TCOV
764
Trust Company of Vermont
Vermont
$9K +$8.34K +100 New
WPA
765
West Paces Advisors
Georgia
$8.58K – – –
MA
766
Montag & Associates
Georgia
$8K – – –
TIM
767
Tortoise Investment Management
New York
$8K +$8.25K +99 New
FRA
768
Front Row Advisors
California
$7K – – –
PWMG
769
Prestige Wealth Management Group
New Jersey
$7K – – –
RFA
770
Reilly Financial Advisors
California
$7K – – –
AIP
771
Ahrens Investment Partners
Louisiana
$7K +$7.25K +87 New
RWM
772
Raffa Wealth Management
District of Columbia
$6.26K – – –
DFCM
773
Dark Forest Capital Management
Puerto Rico
$6K +$1.83K +22 +48%
QC
774
Quent Capital
New York
$6K +$5.84K +70 New
AWA
775
Amplius Wealth Advisors
Pennsylvania
$6K +$6.5K +78 New