We are live on ! Find out more
WELL icon

Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1126
Silverlake Wealth Management
Vermont
$218K -$4.67K -25 -2%
GWS
1127
Greykasell Wealth Strategies
California
$218K – – –
VCAM
1128
Van Cleef Asset Management
Ohio
$218K – – –
CAM
1129
Cidel Asset Management
Ontario, Canada
$217K -$19.8K -106 -8%
WMA
1130
West Michigan Advisors
Michigan
$216K +$187 +1 +0.1%
CFO
1131
Cambient Family Office
Michigan
$215K +$216K +1,158 New
BFC
1132
Bedel Financial Consulting
Indiana
$214K – – –
BHIA
1133
Birch Hill Investment Advisors
Massachusetts
$214K – – –
JIP
1134
Jaffetilchin Investment Partners
Florida
$213K +$214K +1,147 New
CPA
1135
Capital Performance Advisors
California
$213K +$214K +1,146 New
TWM
1136
Tradition Wealth Management
Minnesota
$212K +$3.92K +21 +2%
KCM
1137
Kathmere Capital Management
Pennsylvania
$212K +$214K +1,144 New
AWM
1138
Axxcess Wealth Management
California
$211K +$212K +1,137 New
HP
1139
Havemeyer Place
Connecticut
$211K +$212K +1,136 New
CCMG
1140
Clark Capital Management Group
Pennsylvania
$211K +$212K +1,135 New
NP
1141
NorthRock Partners
Minnesota
$210K -$1.3M -6,956 -86%
AP
1142
Anchyra Partners
Georgia
$209K +$211K +1,128 New
GLLW
1143
Graves Light Lenhart Wealth
Virginia
$208K +$209K +1,120 New
PWM
1144
Parkway Wealth Management
Texas
$208K +$209K +1,119 New
SP
1145
Successful Portfolios
Florida
$207K -$2.24K -12 -1%
HWA
1146
Hilltop Wealth Advisors
North Carolina
$207K +$208K +1,114 New
IA
1147
Intellus Advisors
Florida
$207K +$208K +1,113 New
BFG
1148
Birch Financial Group
New Hampshire
$207K -$2.8K -15 -1%
CWM
1149
Calamos Wealth Management
Illinois
$206K +$207K +1,109 New
LAM
1150
Longboard Asset Management
Arizona
$205K +$207K +1,106 New
44 45
46
47 48