We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
CPG
976
Cornerstone Planning Group
New Jersey
$3K +$1.76K +18 +200%
WWP
977
WR Wealth Planners
Missouri
$2.92K +$1.37K +14 +100%
MFT
978
Moisand Fitzgerald Tamayo
Florida
$2.29K – – –
SC
979
SouthState Corp
Florida
$2.19K +$2.06K +21 New
UWS
980
Unique Wealth Strategies
Illinois
$2.15K +$2.25K +23 New
PWMG
981
Private Wealth Management Group
New Jersey
$2.08K – – –
CP
982
Castleview Partners
Texas
$1.77K -$1.27K -13 -43%
DSC
983
Duncker Streett & Co
Missouri
$1.77K +$1.67K +17 New
NL
984
NVWM LLC
Pennsylvania
$1.67K +$490 +5 +45%
TCA
985
Trifecta Capital Advisors
Illinois
$1.56K – – –
CAC
986
Core Alternative Capital
Georgia
$1.46K – – –
ACM
987
Anfield Capital Management
California
$1.46K +$1.37K +14 New
RWM
988
Ruedi Wealth Management
Illinois
$1.46K +$1.37K +14 New
TFA
989
Transamerica Financial Advisors
Florida
$1K – – –
SFCL
990
Strengthening Families & Communities LLC
Massachusetts
$1K +$588 +6 New
RFG
991
RFP Financial Group
Georgia
$984 – – –
WIA
992
Wetzel Investment Advisors
Indiana
$841 +$882 +9 New
GFPC
993
Global Financial Private Client
Florida
$626 – – –
LIA
994
Lynx Investment Advisory
District of Columbia
$626 +$588 +6 New
CAM
995
ClariVest Asset Management
California
$620 – – –
TCM
996
TD Capital Management
Tennessee
$524 – – –
DWA
997
Delos Wealth Advisors
Texas
$522 – – –
FGAM
998
Financial Gravity Asset Management
Texas
$521 -$392 -4 -44%
CJ
999
Caitlin John
Michigan
$104 -$490 -5 -83%
Boston Partners
1000
Boston Partners
Massachusetts
– -$123M -1,314,479 Closed