We are live on ! Find out more
WELL icon

Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
VWA
876
Visionary Wealth Advisors
Illinois
$509K – – –
EFM
877
E Fund Management
China
$509K +$508K +2,572 New
FISPB
878
Fideuram - Intesa Sanpaolo Private Banking
$508K -$1.07M -5,420 -68%
FG
879
Foresight Group
United Kingdom
$507K – – –
JCM
880
Jacobi Capital Management
Pennsylvania
$506K -$2.96K -15 -0.6%
CT
881
Chicago Trust
Illinois
$505K -$3.95K -20 -0.8%
CAMG
882
CWA Asset Management Group
Florida
$504K +$24.5K +124 +5%
WWM
883
Western Wealth Management
Colorado
$502K +$40.9K +207 +9%
CAG
884
Crestwood Advisors Group
Massachusetts
$501K +$32K +162 +7%
WFI
885
West Family Investments
California
$498K -$192K -970 -28%
AO
886
Advisor OS
Illinois
$497K +$20.8K +105 +4%
CSPIA
887
Cary Street Partners Investment Advisory
Virginia
$495K +$30.4K +154 +7%
4WM
888
44 Wealth Management
Oregon
$495K -$10.7K -54 -2%
HI
889
Hudock Inc
Pennsylvania
$494K +$790 +4 +0.2%
EWS
890
Evergreen Wealth Solutions
Pennsylvania
$494K +$493K +2,497 New
WT
891
Whittier Trust
California
$494K -$8.1K -41 -2%
CIA
892
Caerus Investment Advisors
Texas
$493K -$319K -1,613 -39%
FMLI
893
Fukoku Mutual Life Insurance
Japan
$490K -$43.7K -221 -8%
RPGNY
894
Retirement Planning Group (New York)
New York
$490K +$198 +1 +0%
GIM
895
Gold Investment Management
Alberta, Canada
$488K – – –
TWP
896
Triad Wealth Partners
Kansas
$488K +$19K +96 +4%
CAL
897
Capital Analysts LLC
Pennsylvania
$487K -$37.4K -189 -7%
BF
898
bLong Financial
Tennessee
$484K – – –
LFG
899
Larson Financial Group
Missouri
$483K +$52K +263 +12%
EW
900
Evoke Wealth
California
$479K -$22.5K -114 -4%
34 35
36
37 38