We are live on ! Find out more
WELL icon

Welltower

Name Holding Trade Value Shares
Change
Change in
Stake
SIS
1351
Sound Income Strategies
Florida
$11.7K -$27.1K -145 -70%
Kayne Anderson Rudnick Investment Management
1352
Kayne Anderson Rudnick Investment Management
California
$11.6K +$1.68K +9 +17%
LB
1353
Legacy Bridge
Iowa
$10.8K +$10.8K +58 New
Loomis, Sayles & Company
1354
Loomis, Sayles & Company
Massachusetts
$10.8K
BFS
1355
Bare Financial Services
Pennsylvania
$10.6K -$1.12K -6 -10%
SWA
1356
SOA Wealth Advisors
New York
$10.4K
PP
1357
Pacifica Partners
Canada
$10.1K
BCWM
1358
Bartlett & Co Wealth Management
Ohio
$10.1K
HWM
1359
HighMark Wealth Management
Minnesota
$9.84K +$4.48K +24 +83%
HWA
1360
Heritage Wealth Advisors
Virginia
$9.65K
EWP
1361
Elevation Wealth Partners
California
$9.47K +$5.04K +27 +113%
VWA
1362
VSM Wealth Advisory
Maryland
$9.28K
AT
1363
Arlington Trust
Alabama
$9.1K -$15.3K -82 -63%
PP
1364
PFS Partners
New Jersey
$8.98K
JFGIW
1365
Johnson Financial Group Inc (Wisconsin)
Wisconsin
$8.72K -$8.96K -48 -51%
CFS
1366
Compass Financial Services
Iowa
$8.59K
RWA
1367
Redmont Wealth Advisors
Illinois
$8.54K
MPW
1368
MASECO Private Wealth
$8.53K +$4.48K +24 +109%
EWA
1369
EQ Wealth Advisors
Texas
$8.35K +$8.4K +45 New
CA
1370
Centerpoint Advisors
Massachusetts
$8K
RG
1371
RHL Group
Michigan
$7.8K +$7.84K +42 New
SA
1372
Strategic Advocates
Utah
$7.71K
PPL
1373
Planning Project LLC
Texas
$6.9K +$6.91K +37 New
PWA
1374
Principia Wealth Advisory
Texas
$6.68K +$747 +4 +13%
CFG
1375
Clayton Financial Group
Missouri
$6.5K +$6.54K +35 New