We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
2526
Centerpoint Advisors
Massachusetts
$132K – – –
FUBT
2527
First United Bank & Trust
Maryland
$132K -$2.15K -25 -1%
LAMC
2528
Longview Asset Management (California)
California
$132K – – –
M
2529
MOTCO
Texas
$131K -$2.58K -30 -2%
CFD
2530
Creative Financial Designs
Indiana
$131K +$18.2K +212 +15%
FFO
2531
Fortitude Family Office
Arizona
$130K -$428K -4,986 -75%
KFAS
2532
Keating Financial Advisory Services
Kansas
$130K -$7.82K -91 -5%
CT
2533
Clearstead Trust
Maine
$128K – – –
CYG
2534
Clean Yield Group
Vermont
$127K – – –
LWM
2535
Lodestone Wealth Management
Washington
$127K -$12.2K -142 -8%
MMCM
2536
Murphy & Mullick Capital Management
New York
$126K +$258 +3 +0.2%
SWM
2537
SHP Wealth Management
Massachusetts
$125K +$15.2K +177 +13%
HCM
2538
Hollencrest Capital Management
California
$124K +$86 +1 +0.1%
GCP
2539
Gill Capital Partners
Colorado
$123K +$133K +1,551 New
PP
2540
Paladin Partners
Wisconsin
$123K – – –
FMP
2541
Financial Management Professionals
Texas
$122K -$5.5K -64 -4%
FFL
2542
Financial Freedom LLC
Ohio
$121K +$25.4K +296 +24%
ATC
2543
Adirondack Trust Company
New York
$120K – – –
SWIM
2544
Smallwood Wealth Investment Management
New Jersey
$116K -$13.7K -160 -10%
HHCP
2545
Hilton Head Capital Partners
South Carolina
$116K +$1.98K +23 +2%
EIP
2546
Essential Investment Partners
Colorado
$115K – – –
FA
2547
Fountainhead AM
New Jersey
$113K +$74K +862 +156%
SA
2548
SRH Advisors
Kansas
$111K – – –
AFC
2549
Ares Financial Consulting
California
$111K +$39.5K +460 +50%
UIA
2550
Ulland Investment Advisors
Minnesota
$109K -$5.58K -65 -5%
100 101
102
103 104