We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
2601
Anfield Capital Management
California
$15.8K – – –
CIM
2602
Contravisory Investment Management
Massachusetts
$15.6K +$9.33K +115 +162%
PWA
2603
Principia Wealth Advisory
Texas
$15.3K +$1.22K +15 +9%
PS
2604
Pinney & Scofield
Massachusetts
$15.2K – – –
BIM
2605
Breakwater Investment Management
Washington
$14.9K +$3.89K +48 +37%
WWM
2606
Wolff Wiese Magana
California
$13.4K – – –
TCA
2607
Trifecta Capital Advisors
Illinois
$12.7K – – –
AEPWM
2608
Atlantic Edge Private Wealth Management
Florida
$12.6K – – –
SC
2609
Swan Capital
Florida
$12.6K – – –
BC
2610
Broadwater Capital
Massachusetts
$11.1K -$853K -10,523 -99%
IA
2611
IFS Advisors
Kansas
$9.89K – – –
WW
2612
Winnow Wealth
Texas
$9.74K +$9.41K +116 New
CWA
2613
Carolina Wealth Advisors
South Carolina
$9.47K – – –
MAS
2614
MPWM Advisory Solutions
Georgia
$9.11K – – –
GFL
2615
Granite FO LLC
New Hampshire
$9.05K – – –
DWM
2616
Darwin Wealth Management
Florida
$9.01K – – –
LFA
2617
LGT Financial Advisors
Texas
$8.97K – – –
DFA
2618
DHJJ Financial Advisors
Illinois
$8.81K – – –
SIP
2619
Sellwood Investment Partners
Oregon
$8.8K +$8.52K +105 New
EAM
2620
Eukles Asset Management
Ohio
$8.47K – – –
HFS
2621
Hopwood Financial Services
Virginia
$8.38K – – –
MBFW
2622
Morton Brown Family Wealth
Pennsylvania
$8.38K – – –
TLA
2623
Tanglewood Legacy Advisors
Texas
$8.38K – – –
CFG
2624
Clayton Financial Group
Missouri
$8.38K +$8.11K +100 New
GTAM
2625
Global Trust Asset Management
Florida
$8.11K -$4.22K -52 -35%
103 104
105
106 107