We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PF
2751
PlanVest Financial
Maryland
$14.4K +$15.5K +180 New
BIM
2752
Breakwater Investment Management
Washington
$14.2K – – –
NF
2753
Napier Financial
Massachusetts
$13.8K +$14.9K +174 New
PIS
2754
POM Investment Strategies
North Carolina
$13.7K +$4.38K +51 +42%
STB
2755
S&T Bank
Pennsylvania
$13.7K +$10.5K +122 +244%
BFS
2756
Bare Financial Services
Pennsylvania
$13.5K +$8.76K +102 +150%
AP
2757
Aspect Partners
Virginia
$13.5K -$4.64K -54 -24%
IAS
2758
IMA Advisory Services
Colorado
$13.2K – – –
IUHSA
2759
Itau Unibanco Holding S.A.
Brazil
$13.1K +$14.1K +164 New
WWM
2760
Wolff Wiese Magana
California
$12.7K – – –
BC
2761
Broadwater Capital
Massachusetts
$12.4K – – –
AEPWM
2762
Atlantic Edge Private Wealth Management
Florida
$11.9K – – –
SC
2763
Swan Capital
Florida
$11.9K – – –
PS
2764
PayPay Securities
Japan
$11.6K +$2.66K +31 +28%
EPAM
2765
Evelyn Partners Asset Management
$11.5K – – –
EWM
2766
Evolution Wealth Management
Florida
$11.3K +$10.8K +126 +788%
IA
2767
IFS Advisors
Kansas
$9.39K – – –
CWA
2768
Carolina Wealth Advisors
South Carolina
$9K – – –
UFPG
2769
United Financial Planning Group
New York
$8.76K -$429 -5 -4%
T
2770
Transce3nd
Texas
$8.68K -$1.03K -12 -10%
GFL
2771
Granite FO LLC
New Hampshire
$8.6K – – –
DWM
2772
Darwin Wealth Management
Florida
$8.56K – – –
LFA
2773
LGT Financial Advisors
Texas
$8.52K – – –
BA
2774
Bard Associates
Illinois
$8.44K +$7.82K +91 +607%
MWM
2775
Magnolia Wealth Management
Alabama
$8.44K +$9.1K +106 New
109 110
111
112 113