WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
1M
2701
1248 Management
Missouri
$34.7K – – –
DF
2702
Dunhill Financial
United Kingdom
$34.2K -$2.58K -30 -7%
VWM
2703
Valley Wealth Managers
New Jersey
$33.9K -$9.02K -105 -20%
MLA
2704
MB, Levis & Associates
Pennsylvania
$33.3K – – –
PWA
2705
Portus Wealth Advisors
North Carolina
$33.1K +$36.1K +420 New
BW
2706
Bravera Wealth
North Dakota
$33K – – –
EFMH
2707
E Fund Management (HK)
Hong Kong
$32.7K +$26.8K +312 +315%
JGCM
2708
Joseph Group Capital Management
Ohio
$32.6K +$9.45K +110 +37%
ACM
2709
Accent Capital Management
Ohio
$32.2K – – –
KPP
2710
Kings Path Partners
Texas
$31.8K – – –
CAM
2711
Costello Asset Management
Pennsylvania
$31.7K – – –
CFS
2712
CGC Financial Services
Oregon
$31.5K – – –
MWM
2713
Mascoma Wealth Management
New Hampshire
$30.2K -$3.26K -38 -9%
MSG
2714
Main Street Group
Virginia
$29.5K +$31.8K +370 New
EWP
2715
Elevation Wealth Partners
California
$29.4K +$6.7K +78 +27%
BCM
2716
Boreal Capital Management
Florida
$29K – – –
HB
2717
Horizon Bancorp
Indiana
$28K +$8.5K +99 +39%
PJC
2718
Phillip James Consulting
Minnesota
$28K +$30.7K +357 New
SIS
2719
Strategic Investment Solutions
Illinois
$27.9K – – –
MIM
2720
Meridiem Investment Management
United Kingdom
$27.9K – – –
RPA
2721
Redwood Park Advisors
California
$27.6K +$172 +2 +0.6%
EPIM
2722
Evelyn Partners Investment Management
$27.1K – – –
RTL
2723
Red Tortoise LLC
Georgia
$26.7K – – –
BFPW
2724
BOK Financial Private Wealth
Colorado
$26.1K -$8.59K -100 -23%
SR
2725
Swiss Re
Switzerland
$25.4K – – –
107 108
109
110 111