We are live on ! Find out more
WELL icon

Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MSCM
976
McElhenny Sheffield Capital Management
Texas
$276K +$28.1K +171 +12%
WIM
977
Westside Investment Management
California
$276K +$27.8K +169 +12%
MNBTD
978
Moody National Bank Trust Division
Texas
$275K – – –
CWG
979
Cornerstone Wealth Group
North Carolina
$274K +$12.7K +77 +5%
CTI
980
Community Trust & Investment
Kentucky
$271K – – –
KBFS
981
Kohmann Bosshard Financial Services
Ohio
$271K – – –
ACM
982
Advisors Capital Management
New Jersey
$271K +$15.9K +97 +7%
OBWG
983
Onyx Bridge Wealth Group
New York
$270K +$9.21K +56 +4%
PW
984
PUREfi Wealth
Massachusetts
$270K -$49.8K -303 -17%
CIAS
985
Capital Investment Advisory Services
North Carolina
$268K -$16.6K -101 -6%
CC
986
Corton Capital
Ontario, Canada
$268K +$247K +1,504 New
HDIM
987
Hanson & Doremus Investment Management
Vermont
$267K – – –
C
988
Certuity
Florida
$267K +$246K +1,498 New
CWM
989
Challenger Wealth Management
California
$267K +$986 +6 +0.4%
SDWMA
990
Schneider Downs Wealth Management Advisors
Pennsylvania
$265K – – –
CC
991
Courier Capital
New York
$265K – – –
FNBT
992
FineMark National Bank & Trust
Florida
$265K +$4.27K +26 +2%
FFS
993
Founders Financial Securities
Maryland
$263K -$16.3K -99 -6%
CAM
994
Concorde Asset Management
Michigan
$262K +$244K +1,484 New
NP
995
Ninepoint Partners
Ontario, Canada
$261K +$241K +1,466 New
FCBT
996
First Citizens Bank & Trust
North Carolina
$261K +$241K +1,465 New
FFP
997
FourThought Financial Partners
Florida
$259K +$1.15K +7 +0.5%
FC
998
Fairscale Capital
New Hampshire
$258K – – –
FSC
999
Full Sail Capital
Oklahoma
$258K +$238K +1,448 New
IP
1000
Investment Partners
Ohio
$257K -$28.3K -172 -11%
38 39
40
41 42