We are live on ! Find out more
WELL icon

Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
CPA
1101
Capital Performance Advisors
California
$257K +$30.8K +156 +14%
WBG
1102
Wharton Business Group
Pennsylvania
$257K – – –
CWP
1103
Core Wealth Partners
California
$255K +$790 +4 +0.3%
SCA
1104
Stonebridge Capital Advisors
Minnesota
$255K -$20.2K -102 -7%
TPA
1105
Trivium Point Advisory
Connecticut
$254K +$254K +1,283 New
BFG
1106
Beacon Financial Group
Texas
$252K +$3.75K +19 +2%
CFM
1107
Cornerstone Financial Management
Massachusetts
$252K -$198 -1 -0.1%
WW
1108
Wright Wealth
Georgia
$252K – – –
ATPW
1109
Ashton Thomas Private Wealth
Arizona
$252K +$252K +1,273 New
FAN
1110
Financial Advisors Network
California
$251K +$251K +1,269 New
AMBIA
1111
Allen Mooney & Barnes Investment Advisors
Georgia
$251K -$2.96K -15 -1%
HIC
1112
Holderness Investments Company
North Carolina
$250K +$5.93K +30 +2%
T
1113
TrustBank
Illinois
$250K – – –
KCM
1114
Kanawha Capital Management
Virginia
$249K -$198 -1 -0.1%
ELM
1115
Elite Life Management
Florida
$249K +$6.52K +33 +3%
CWM
1116
Centurion Wealth Management
Virginia
$249K – – –
GWS
1117
Greykasell Wealth Strategies
California
$249K +$16.4K +83 +7%
AOWM
1118
Asset One Wealth Management
Washington
$248K -$11.5K -58 -5%
KIM
1119
Kane Investment Management
California
$248K -$48.2K -244 -16%
CCMG
1120
Clark Capital Management Group
Pennsylvania
$247K +$22.7K +115 +10%
CWMG
1121
Compass Wealth Management (Georgia)
Georgia
$247K – – –
AP
1122
Anchyra Partners
Georgia
$247K +$23.9K +121 +11%
DWM
1123
Diversify Wealth Management
Utah
$247K +$230K +1,164 New
CCIA
1124
Campbell & Co Investment Adviser
Maryland
$247K +$247K +1,248 New
OPA
1125
Old Port Advisors
Maine
$246K -$198 -1 -0.1%
43 44
45
46 47