WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
QWM
2526
Quaker Wealth Management
New Jersey
$44.6K – – –
VWM
2527
Valley Wealth Managers
New Jersey
$44.5K +$41K +505 +1,942%
TCM
2528
TD Capital Management
Tennessee
$44K -$13.9K -172 -25%
BCPWM
2529
Bradley & Co Private Wealth Management
Florida
$43.7K – – –
RPA
2530
Redwood Park Advisors
California
$42.4K +$81 +1 +0.2%
BOJHT
2531
Bank of Jackson Hole Trust
Wyoming
$42.3K – – –
CPG
2532
Cornerstone Planning Group
New Jersey
$42K -$69.3K -855 -79%
FLFS
2533
Family Legacy Financial Solutions
North Carolina
$41.9K – – –
GWS
2534
Greykasell Wealth Strategies
California
$41.9K – – –
SHIM
2535
Stone House Investment Management
Pennsylvania
$41.5K +$1.22K +15 +3%
HFS
2536
Hughes Financial Services
Virginia
$41.5K +$973 +12 +3%
AFG
2537
Albion Financial Group
Utah
$41.1K +$24.2K +299 +157%
PP
2538
PFS Partners
New Jersey
$40.5K +$81 +1 +0.2%
KFA
2539
Kelleher Financial Advisors
New York
$40.2K +$38.9K +480 New
RWM
2540
Rialto Wealth Management
New York
$39.4K +$1.05K +13 +3%
MLA
2541
MB, Levis & Associates
Pennsylvania
$39K – – –
PAM
2542
Parvin Asset Management
South Dakota
$37.7K – – –
KPP
2543
Kings Path Partners
Texas
$37.7K +$4.05K +50 +13%
KG
2544
Kilter Group
New York
$37.7K +$5.11K +63 +16%
AWM
2545
Activest Wealth Management
Florida
$37.4K +$12.4K +153 +52%
CCM
2546
Cloud Capital Management
Washington
$37K +$36.3K +448 New
RS
2547
Rakuten Securities
Japan
$37K +$9.97K +123 +39%
NSG
2548
Nalls Sherbakoff Group
Tennessee
$36.9K -$20.3K -250 -36%
AIA
2549
Aventus Investment Advisors
Florida
$36.9K +$35.7K +440 New
MSG
2550
Main Street Group
Virginia
$36.7K +$9.57K +118 +37%