We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
RDIA
801
RE Dickinson Investment Advisors
Iowa
$10K – – –
MA
802
Montag & Associates
Georgia
$9K – – –
AIP
803
Ahrens Investment Partners
Louisiana
$8K – – –
RWM
804
Raffa Wealth Management
District of Columbia
$7.02K – – –
PWMG
805
Prestige Wealth Management Group
New Jersey
$7K – – –
QC
806
Quent Capital
New York
$7K – – –
FRA
807
Front Row Advisors
California
$6K -$2.52K -29 -33%
CA
808
Crewe Advisors
Utah
$6K – – –
FMP
809
Financial Management Professionals
Texas
$6K +$1.74K +20 +47%
BEI
810
Benjamin Edwards Inc
Missouri
$6K +$5.73K +66 New
ECM
811
Estabrook Capital Management
New York
$5.77K +$5.21K +60 New
CI Investments Inc
812
CI Investments Inc
Ontario, Canada
$5K – – –
CPFP
813
Clear Perspectives Financial Planning
Ohio
$5K – – –
CTB
814
Country Trust Bank
Illinois
$5K – – –
IFAM
815
Institutional & Family Asset Management
Colorado
$5K – – –
SC
816
Sierra Capital
Florida
$5K – – –
HR
817
Howe & Rusling
New York
$5K +$347 +4 +8%
BC
818
Bartlett & Co
Ohio
$5K +$4.34K +50 New
BCWM
819
Bartlett & Co Wealth Management
Ohio
$4.81K +$4.34K +50 New
FPS
820
Fieldpoint Private Securities
Connecticut
$4K -$55.5K -639 -93%
LF
821
Lee Financial
Texas
$4K -$8.08K -93 -68%
BWM
822
BerganKDV Wealth Management
Minnesota
$4K – – –
CWA
823
Clearview Wealth Advisors
Oregon
$4K – – –
KFP
824
KB Financial Partners
New Jersey
$4K – – –
PGAM
825
Princeton Global Asset Management
New Jersey
$4K – – –