We are live on ! Find out more
WELL icon

Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
WRCM
1251
Western Reserve Capital Management
Ohio
$220K +$205K +968 New
AWP
1252
Axis Wealth Partners
Rhode Island
$220K +$204K +967 New
JCM
1253
Jacobsen Capital Management
Utah
$219K +$204K +966 New
C1AG
1254
Client 1st Advisory Group
Florida
$219K +$204K +964 New
BF
1255
Baring Financial
Washington
$219K +$204K +963 New
BCMLT
1256
Beacon Capital Management LLC (Tennessee)
Tennessee
$217K +$203K +958 New
TWM
1257
Tanglewood Wealth Management
Texas
$217K +$202K +957 New
EFG
1258
Ethos Financial Group
Pennsylvania
$217K +$190K +900 New
HZ
1259
Hixon Zuercher
Ohio
$217K +$202K +954 New
SAG
1260
SageView Advisory Group
California
$217K +$201K +953 New
MSCM
1261
McElhenny Sheffield Capital Management
Texas
$216K +$201K +952 New
CWP
1262
Curated Wealth Partners
California
$216K +$201K +951 New
HFO
1263
Heritage Family Offices
Arizona
$216K +$201K +950 New
CWS
1264
Confluence Wealth Services
Pennsylvania
$216K +$201K +950 New
PEWA
1265
Pacific Excel Wealth Advisors
California
$216K +$201K +950 New
CC
1266
Chicago Capital
Illinois
$215K +$201K +949 New
TW
1267
TritonPoint Wealth
Maryland
$215K -$37.6K -178 -16%
KA
1268
Kovack Advisors
Florida
$215K +$198K +935 New
AG
1269
AmeriFlex Group
Nevada
$214K +$4.44K +21 +2%
HH
1270
Hilltop Holdings
Texas
$214K +$200K +945 New
PFC
1271
Phocas Financial Corp
California
$214K -$20.3K -96 -9%
TNB
1272
Thomasville National Bank
Georgia
$214K +$199K +941 New
PCA
1273
Pallas Capital Advisors
Massachusetts
$213K +$199K +939 New
S
1274
Sunpointe
Missouri
$213K +$199K +939 New
M
1275
MOTCO
Texas
$212K -$5.92K -28 -3%
49 50
51
52 53