We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AIM
2476
Aigen Investment Management
New York
$228K +$212K +2,444 New
SGI
2477
Swan Global Investments
Colorado
$228K +$212K +2,441 New
HCA
2478
Harbour Capital Advisors
Virginia
$227K +$207K +2,386 New
EA
2479
Echo45 Advisors
California
$227K +$211K +2,433 New
TWM
2480
TopTier Wealth Management
Wisconsin
$226K +$211K +2,426 New
PCA
2481
Prosperity Capital Advisors
Ohio
$226K -$66.7K -768 -24%
SAA
2482
Southeast Asset Advisors
Georgia
$225K -$18.9K -218 -8%
PLFS
2483
Provident Living Financial Services
Utah
$225K +$210K +2,418 New
VPF
2484
Vantage Point Financial
Illinois
$225K +$210K +2,417 New
AI
2485
Auour Investments
Massachusetts
$225K – – –
SFGP
2486
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$225K +$209K +2,411 New
BFA
2487
Bright Financial Advisors
Michigan
$225K – – –
WSWA
2488
Warren Street Wealth Advisors
California
$224K -$49K -564 -19%
SFS
2489
Security Financial Services
Indiana
$223K +$208K +2,395 New
GD
2490
Grandfield & Dodd
New York
$223K – – –
CCA
2491
Cora Capital Advisors
New Jersey
$223K +$207K +2,389 New
PAG
2492
Paladin Advisory Group
Iowa
$222K -$2K -23 -1%
AWM
2493
Abound Wealth Management
Tennessee
$222K +$5.21K +60 +3%
WAS
2494
Wealth Advisory Solutions
Indiana
$222K +$207K +2,380 New
ZCP
2495
Z3 Capital Partners
Virginia
$222K +$207K +2,379 New
FWP
2496
Falcon Wealth Planning
California
$221K +$206K +2,373 New
CWL
2497
Causey Wealth LLC
Colorado
$221K +$206K +2,373 New
BIM
2498
Baldwin Investment Management
Pennsylvania
$221K +$206K +2,372 New
FA
2499
FDx Advisors
Illinois
$221K +$206K +2,371 New
BWMG
2500
Barnes Wealth Management Group
California
$221K -$1.74K -20 -0.8%
98 99
100
101 102