We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
926
Modera Wealth Management
New Jersey
$268K -$60.4K -404 -19%
AAP
927
Arax Advisory Partners
Colorado
$268K +$40.8K +273 +19%
CFG
928
Carr Financial Group
Massachusetts
$268K -$35.4K -237 -12%
AWM
929
Accurate Wealth Management
Florida
$267K +$598 +4 +0.2%
CM
930
Cercano Management
Washington
$267K
CIC
931
Crawford Investment Counsel
Georgia
$266K +$259K +1,731 New
CFA
932
Cahill Financial Advisors
Minnesota
$264K +$149 +1 +0.1%
FFN
933
Focus Financial Network
Minnesota
$264K +$149 +1 +0.1%
AWM
934
Angeles Wealth Management
California
$263K +$56.3K +377 +28%
MC
935
Middleton & Co
Massachusetts
$261K
LI
936
Lafayette Investments
Maryland
$261K
CTA
937
Colonial Trust Advisors
South Carolina
$260K
Caisse de Depot et Placement du Quebec (CDPQ)
938
Caisse de Depot et Placement du Quebec (CDPQ)
Quebec, Canada
$258K -$25.9M -173,380 -99%
RYIA
939
Roehl & Yi Investment Advisors
Oregon
$257K
LIG
940
Lokken Investment Group
Delaware
$255K -$598 -4 -0.2%
VAF
941
Values Added Financial
District of Columbia
$254K +$31.2K +209 +14%
MBTD
942
Mechanics Bank - Trust Department
California
$254K
GXJ
943
Global X Japan
Japan
$253K +$2.69K +18 +1%
LFG
944
Larson Financial Group
Missouri
$253K +$23.5K +157 +11%
OL
945
Optas LLC
Texas
$252K -$249K -1,667 -50%
AGM
946
Alpine Global Management
New York
$252K +$244K +1,636 New
SOS
947
Silver Oak Securities
Tennessee
$248K +$241K +1,616 New
IP
948
Investment Partners
Ohio
$248K +$897 +6 +0.4%
CIAS
949
Capital Investment Advisory Services
North Carolina
$247K +$299 +2 +0.1%
ZBNA
950
Zions Bancorporation, National Association
Utah
$247K +$9.71K +65 +4%