We are live on ! Find out more
WELL icon

Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
BWL
1026
Bogart Wealth LLC
Virginia
$291K – – –
MHC
1027
May Hill Capital
Massachusetts
$291K +$25.4K +136 +10%
FFS
1028
Founders Financial Securities
Maryland
$290K +$16.2K +87 +6%
PE
1029
PCM Encore
Colorado
$289K +$291K +1,559 New
SWP
1030
Strategic Wealth Partners
Ohio
$289K – – –
FFM
1031
Forum Financial Management
Illinois
$289K +$291K +1,556 New
DIM
1032
Delta Investment Management
California
$289K +$290K +1,555 New
NWM
1033
Northcape Wealth Management
New York
$289K -$63.7K -341 -18%
QC
1034
Quent Capital
New York
$288K +$45.2K +242 +18%
QLSGSCF
1035
Quent Long Short Global Small Cap Fund
New York
$288K +$290K +1,554 New
WIM
1036
Westside Investment Management
California
$287K – – –
FAG
1037
Fortitude Advisory Group
Washington
$287K -$9.34K -50 -3%
KBFS
1038
Kohmann Bosshard Financial Services
Ohio
$282K – – –
OBWG
1039
Onyx Bridge Wealth Group
New York
$281K -$374 -2 -0.1%
AC
1040
Avestar Capital
New York
$280K -$16.1K -86 -5%
C
1041
Certuity
Florida
$280K +$1.49K +8 +0.5%
CWM
1042
Challenger Wealth Management
California
$279K +$1.12K +6 +0.4%
HDIM
1043
Hanson & Doremus Investment Management
Vermont
$278K – – –
KIM
1044
Kane Investment Management
California
$278K +$279K +1,496 New
PA
1045
Procyon Advisors
Connecticut
$277K +$279K +1,492 New
HP
1046
Holistic Planning
Texas
$276K +$278K +1,489 New
SDWMA
1047
Schneider Downs Wealth Management Advisors
Pennsylvania
$276K – – –
CC
1048
Courier Capital
New York
$276K – – –
FNBT
1049
FineMark National Bank & Trust
Florida
$276K – – –
MYIA
1050
Mount Yale Investment Advisors
Colorado
$274K -$464K -2,484 -63%
40 41
42
43 44