We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SFGP
801
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$693K +$1.58K +8 +0.2%
CFP
802
Catalyst Financial Partners
Massachusetts
$689K +$246K +1,243 +55%
CFCI
803
Comprehensive Financial Consultants Institutional
Indiana
$687K
WC
804
Westerkirk Capital
$686K
GS
805
GWN Securities
Florida
$678K +$43.7K +221 +7%
FWA
806
FSM Wealth Advisors
Ohio
$672K +$323K +1,634 +93%
LC
807
LCNB Corp
Ohio
$671K
GSEP
808
Golden State Equity Partners
California
$668K +$166K +842 +33%
PWW
809
Pettyjohn Wood & White
Virginia
$667K
GIA
810
Gateway Investment Advisers
Ohio
$665K +$269K +1,360 +68%
HAG
811
HF Advisory Group
Maryland
$660K -$9.49K -48 -1%
HFM
812
Harvest Fund Management
China
$657K -$3.47M -17,548 -84%
ESC
813
Eurizon SLJ Capital
$652K -$223K -1,130 -26%
PWMG
814
Pinnacle Wealth Management Group
Michigan
$649K +$1.58K +8 +0.2%
KFGK
815
Keystone Financial Group (Kentucky)
Kentucky
$649K +$23.3K +118 +4%
SCM
816
Shelton Capital Management
Colorado
$648K
FAFN
817
First Affirmative Financial Network
Colorado
$647K +$647K +3,273 New
CIM
818
Cambria Investment Management
California
$643K -$121K -614 -16%
BHA
819
Beech Hill Advisors
New York
$643K
FPAS
820
Focus Partners Advisor Solutions
Missouri
$642K -$248K -1,255 -28%
OWP
821
Obermeyer Wealth Partners
Colorado
$633K -$790 -4 -0.1%
LSPW
822
Lake Street Private Wealth
Illinois
$626K -$54.5K -276 -8%
Koshinski Asset Management
823
Koshinski Asset Management
Illinois
$625K -$42.1K -213 -6%
HI
824
Hendershot Investments
Virginia
$618K
MC
825
Moors & Cabot
Massachusetts
$617K +$14.8K +75 +2%