We are live on ! Find out more
WELL icon

Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
FCM
1226
Farallon Capital Management
California
$227K -$42.1M -199,000 -100%
CTI
1227
Community Trust & Investment
Kentucky
$227K +$211K +1,000 New
FFG
1228
Fortem Financial Group
California
$227K +$211K +1,000 New
LFIA
1229
Legacy Financial Independent Advisors
Kentucky
$227K +$211K +1,000 New
MCM
1230
Mill Capital Management
North Carolina
$227K +$211K +1,000 New
PIM
1231
Provident Investment Management
Michigan
$227K +$211K +1,000 New
BI
1232
Ballast Inc
Kentucky
$225K +$210K +992 New
CPA
1233
Capital Performance Advisors
California
$225K -$65.5K -310 -24%
BFA
1234
Beacon Financial Advisory
Ohio
$225K +$209K +990 New
SIM
1235
Samara Investment Management
Oregon
$224K +$209K +989 New
YIM
1236
Yoffe Investment Management
Pennsylvania
$224K +$209K +989 New
FG
1237
Franchise GP
$224K +$114K +539 +120%
BG
1238
Bollard Group
Massachusetts
$224K +$634 +3 +0.3%
SBFM
1239
S-Bank Fund Management
Finland
$223K +$208K +984 New
HCM
1240
Hengehold Capital Management
Ohio
$223K +$207K +981 New
FHA
1241
Flagship Harbor Advisors
Massachusetts
$223K -$6.76K -32 -3%
ACM
1242
Avalon Capital Management
California
$222K +$207K +980 New
PPWM
1243
Paragon Private Wealth Management
Kentucky
$222K +$207K +979 New
TC
1244
Trilogy Capital
California
$222K +$207K +977 New
WRPWM
1245
Werba Rubin Papier Wealth Management
California
$221K +$206K +976 New
CA
1246
Commerce Advisors
Tennessee
$221K -$27.5K -130 -12%
FCT
1247
Family Capital Trust
Massachusetts
$221K -$289K -1,368 -58%
PWP
1248
Ponta Wealth Partners
Florida
$221K +$205K +972 New
RAG
1249
RIA Advisory Group
Iowa
$220K +$205K +971 New
TPBG
1250
Turning Point Benefit Group
Maryland
$220K +$205K +970 New
48 49
50
51 52