We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
YDMI
2551
Y.D. More Investments
Israel
$163K -$482 -6 -0.3%
HPIA
2552
Hamilton Point Investment Advisors
North Carolina
$163K – – –
AAG
2553
Armstrong Advisory Group
Massachusetts
$162K -$29.7K -369 -16%
CFSG
2554
Community Financial Services Group
Vermont
$161K -$4.18K -52 -3%
PS
2555
Planning Strategies
Pennsylvania
$158K +$154K +1,912 New
JEST
2556
JTC Employer Solutions Trustee
Jersey
$158K – – –
SWP
2557
Strategic Wealth Partners
Ohio
$154K -$4.1K -51 -3%
PWMG
2558
Prestige Wealth Management Group
New Jersey
$153K – – –
EP
2559
Evelyn Partners
$152K +$148K +1,836 New
PWMG
2560
Private Wealth Management Group
New Jersey
$150K +$82.1K +1,021 +129%
RF
2561
Rossby Financial
Florida
$150K -$11.8K -147 -8%
JSAM
2562
J. Safra Asset Management
New York
$149K -$954K -11,877 -87%
WIM
2563
Westside Investment Management
California
$148K – – –
PB
2564
Prosperity Bancshares
Texas
$148K -$131K -1,627 -48%
OCM
2565
Osterweis Capital Management
California
$147K -$203K -2,524 -59%
CPG
2566
Cornerstone Planning Group
New Jersey
$147K -$6.11K -76 -4%
AG
2567
AmeriFlex Group
Nevada
$146K -$34.6K -431 -20%
BHWM
2568
Bay Harbor Wealth Management
Maryland
$145K +$7.31K +91 +5%
SAM
2569
Sherman Asset Management
California
$143K – – –
M
2570
MOTCO
Texas
$142K +$5.46K +68 +4%
SWM
2571
SHP Wealth Management
Massachusetts
$141K +$11K +137 +9%
PWM
2572
Proathlete Wealth Management
Florida
$139K – – –
II
2573
Inspire Investing
Idaho
$139K – – –
FFO
2574
Fortitude Family Office
Arizona
$139K +$2.97K +37 +2%
CA
2575
Centerpoint Advisors
Massachusetts
$137K – – –
101 102
103
104 105