We are live on ! Find out more
WELL icon

Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CFFP
776
Center for Financial Planning
Michigan
$10.9K – – –
WWM
777
Wolff Wiese Magana
California
$10.5K – – –
AWM
778
Avior Wealth Management
Nebraska
$10.1K +$82 +1 +0.8%
WPA
779
West Paces Advisors
Georgia
$9.59K – – –
IRC
780
Investors Research Corp
Georgia
$9.5K – – –
CMP
781
Coston McIsaac & Partners
Maine
$9K – – –
AWM
782
Abound Wealth Management
Tennessee
$8.7K -$164 -2 -2%
TAM
783
Tucker Asset Management
Colorado
$8.68K – – –
MSFP
784
Mark Sheptoff Financial Planning
Connecticut
$8.19K -$10.7K -130 -57%
WTA
785
Washington Trust Advisors
Massachusetts
$8.19K -$4.11K -50 -33%
BC
786
Barrett & Company
Rhode Island
$8.19K – – –
DAM
787
Delta Asset Management
Tennessee
$8.19K – – –
KC
788
Kenfarb & Co
Kentucky
$8.19K – – –
LCM
789
Logan Capital Management
Pennsylvania
$8.19K – – –
MTIC
790
Missouri Trust & Investment Company
Missouri
$8.19K – – –
TCOV
791
Trust Company of Vermont
Vermont
$8.19K – – –
CNBTD
792
Citizens National Bank Trust Department
Mississippi
$6.8K – – –
RTL
793
Red Tortoise LLC
Georgia
$6.64K – – –
PWMG
794
Prestige Wealth Management Group
New Jersey
$6.39K – – –
RWM
795
Raffa Wealth Management
District of Columbia
$5.98K – – –
RF
796
Robinswood Financial
Washington
$5.9K – – –
SFA
797
Semmax Financial Advisors
North Carolina
$5.3K +$5.1K +62 New
FRA
798
Front Row Advisors
California
$4.75K – – –
FGA
799
Fortis Group Advisors
New Jersey
$4.1K +$4.11K +50 New
SVCP
800
Silicon Valley Capital Partners
California
$3.3K – – –
30 31
32
33 34