We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SI
501
Stephens Inc
Arkansas
$5.55M -$79.5K -1,520 -2%
WAM
502
Winslow Asset Management
Ohio
$5.55M -$26.1K -499 -0.5%
HPG
503
Harvest Portfolios Group
Ontario, Canada
$5.55M -$180K -3,446 -3%
MAM
504
Madison Asset Management
Wisconsin
$5.49M -$101K -1,927 -2%
KPWS
505
Kestra Private Wealth Services
Texas
$5.49M +$50.7K +970 +1%
SFI
506
Siemens Fonds Invest
Germany
$5.41M -$255K -4,881 -5%
BG
507
Bahl & Gaynor
Ohio
$5.36M -$55.2K -1,055 -1%
BCM
508
Brookmont Capital Management
Texas
$5.35M +$18.3K +349 +0.4%
NIM
509
NEOS Investment Management
Connecticut
$5.33M +$2.12M +40,472 +79%
CWM
510
Concentric Wealth Management
California
$5.32M +$98.4K +1,880 +2%
IWC
511
Integrated Wealth Concepts
Massachusetts
$5.31M -$1.71M -32,597 -26%
CFO
512
Callan Family Office
Pennsylvania
$5.3M +$49.3K +943 +1%
ECM
513
Elgethun Capital Management
South Dakota
$5.29M -$10K -192 -0.2%
CA
514
Continental Advisors
Utah
$5.27M +$157K +3,000 +3%
CK
515
Cohen Klingenstein
New York
$5.27M
WFC
516
Western Financial Corp
California
$5.27M
CP
517
Clayton Partners
California
$5.26M -$222K -4,238 -4%
SC
518
Savant Capital
Illinois
$5.26M +$311K +5,936 +7%
TMAM
519
Tokio Marine Asset Management
Japan
$5.25M +$436K +8,333 +10%
TIAA Trust, National Association
520
TIAA Trust, National Association
North Carolina
$5.25M +$96.6K +1,846 +2%
IGAM
521
iA Global Asset Management
Quebec, Canada
$5.2M -$516K -9,864 -10%
Assenagon Asset Management
522
Assenagon Asset Management
Luxembourg
$5.14M +$84K +1,606 +2%
AA
523
Altrafin AG
$5.12M -$13.6K -260 -0.3%
MCM
524
Mill Capital Management
North Carolina
$5.11M -$32.4K -620 -0.7%
GFA
525
Gifford Fong Associates
California
$5.1M