We are live on ! Find out more
WELL icon

Welltower
WELL

Name Holding Trade Value Shares
Change 		Change in
Stake
MWM
1576
Mascoma Wealth Management
New Hampshire
$1.82K +$211 +1 +14%
PWA
1577
Provenance Wealth Advisors
Florida
$1.82K +$1.69K +8 New
GFA
1578
Godfrey Financial Associates
New York
$1.59K – – –
SHIM
1579
Stone House Investment Management
Pennsylvania
$1.59K +$423 +2 +40%
T
1580
Tidemark
California
$1.36K – – –
GA
1581
GoalVest Advisory
New York
$1.36K +$1.27K +6 New
PMFA
1582
Plante Moran Financial Advisors
Michigan
$1.36K +$1.27K +6 New
SWAG
1583
Spectrum Wealth Advisory Group
California
$1.14K +$1.06K +5 New
FGC
1584
Financial Gravity Companies
Texas
$1.14K +$1.06K +5 New
MBFW
1585
Morton Brown Family Wealth
Pennsylvania
$1.14K +$1.06K +5 New
MWM
1586
Mosley Wealth Management
California
$1.14K +$1.06K +5 New
TC
1587
Trust Company
Kansas
$908 – – –
CAM
1588
Costello Asset Management
Pennsylvania
$908 +$846 +4 New
HI
1589
Hoey Investments
Pennsylvania
$908 +$846 +4 New
NWMP
1590
Noble Wealth Management PBC
Colorado
$908 +$846 +4 New
CI
1591
Cordant Inc
Oregon
$786 +$634 +3 New
HC
1592
Hurley Capital
New York
$683 +$634 +3 New
BIM
1593
Breakwater Investment Management
Washington
$681 – – –
CIAM
1594
Caitong International Asset Management
Hong Kong
$681 +$634 +3 New
GPFA
1595
Game Plan Financial Advisors
Ohio
$681 +$634 +3 New
TCA
1596
Trifecta Capital Advisors
Illinois
$681 +$634 +3 New
3FI
1597
3 Factor Indexing
California
$454 – – –
FGP
1598
Freestone Grove Partners
California
$454 +$423 +2 New
HIA
1599
Highland Investment Advisors
Florida
$227 +$211 +1 New
MWA
1600
Medallion Wealth Advisors
Connecticut
$227 +$211 +1 New
62 63
64
65 66