We are live on ! Find out more
WELL icon

Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WSA
926
Wealth Science Advisors
Georgia
$526K +$73.4K +347 +18%
SMC
927
Smith, Moore & Co
Missouri
$525K +$51.4K +243 +12%
PWP
928
Parkwoods Wealth Partners
New York
$523K +$488K +2,306 New
CIA
929
Caerus Investment Advisors
Texas
$522K -$40.8K -193 -8%
MIM
930
MTM Investment Management
South Carolina
$522K – – –
BPFA
931
Barnes Pettey Financial Advisors
Mississippi
$517K – – –
RM
932
RCW Management
Florida
$514K -$89.6K -424 -16%
IIL
933
Income Insurance Ltd
$510K +$42.3K +200 +10%
CCA
934
Childress Capital Advisors
Texas
$510K -$133K -628 -22%
AG
935
AlTi Global
New York
$509K +$131K +618 +38%
PFBT
936
Parkside Financial Bank & Trust
Missouri
$507K +$42.1K +199 +10%
ITG
937
Index Technologies Group
New York
$506K -$36.6K -173 -7%
ACM
938
Advisors Capital Management
New Jersey
$504K +$110K +518 +30%
PRAG
939
Portfolio Resources Advisor Group
Florida
$503K -$2.75K -13 -0.6%
SWM
940
Shelton Wealth Management
Texas
$503K +$1.48K +7 +0.3%
BWA
941
Basecamp Wealth Advisors
Washington
$502K – – –
MFG
942
Mission Financial Group
Nevada
$502K +$467K +2,211 New
TVPW
943
Third View Private Wealth
Connecticut
$502K +$467K +2,210 New
CWM
944
Circle Wealth Management
New Jersey
$502K +$11.8K +56 +3%
FG
945
Foster Group
Iowa
$498K +$24.9K +118 +6%
SP
946
SmartHarvest Portfolios
Washington
$498K +$24.7K +117 +6%
PPA
947
Painted Porch Advisors
California
$497K – – –
MWM
948
Modera Wealth Management
New Jersey
$496K +$4.23K +20 +0.9%
MAWA
949
Moss Adams Wealth Advisors
Washington
$495K -$7.82K -37 -2%
PK
950
Pflug Koory
Nebraska
$493K -$3.38K -16 -0.7%
36 37
38
39 40