We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CA
751
Crewe Advisors
Utah
$13K +$8.9K +100 +159%
EWM
752
Evermay Wealth Management
Virginia
$12K -$11.1K -125 -46%
AWM
753
Avior Wealth Management
Nebraska
$12K -$3.92K -44 -23%
CT
754
Cambridge Trust
Massachusetts
$12K – – –
CA
755
Centerpoint Advisors
Massachusetts
$12K – – –
HBW
756
Hazlett, Burt & Watson
West Virginia
$12K – – –
SWM
757
Selective Wealth Management
Virginia
$12K – – –
TCOV
758
Trust Company of Vermont
Vermont
$12K +$13.2K +148 New
AFG
759
Albion Financial Group
Utah
$11K -$5.78K -65 -33%
CFFP
760
Center for Financial Planning
Michigan
$11K – – –
CSB
761
City State Bank
Iowa
$11K – – –
MRCM
762
M&R Capital Management
New Jersey
$11K – – –
WWM
763
Wolff Wiese Magana
California
$11K +$445 +5 +4%
SFA
764
Semmax Financial Advisors
North Carolina
$11K +$11.7K +131 New
IRC
765
Investors Research Corp
Georgia
$10K – – –
FPS
766
Fieldpoint Private Securities
Connecticut
$10K +$6.58K +74 +161%
AW
767
ACG Wealth
Georgia
$10K +$11K +124 New
HWMA
768
Heritage Wealth Management (Arizona)
Arizona
$9.88K – – –
WPA
769
West Paces Advisors
Georgia
$9.06K – – –
PFA
770
Professional Financial Advisors
Nebraska
$9K – – –
CMP
771
Coston McIsaac & Partners
Maine
$9K +$10.1K +113 New
TAM
772
Tucker Asset Management
Colorado
$8.73K – – –
TWA
773
TCI Wealth Advisors
Arizona
$8K -$2.49K -28 -22%
LCM
774
Logan Capital Management
Pennsylvania
$8K – – –
MA
775
Montag & Associates
Georgia
$8K – – –