We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
HWM
701
HighMark Wealth Management
Minnesota
$2.21M +$2.02K +47 +0.1%
GT
702
Greenleaf Trust
Michigan
$2.2M +$439K +10,211 +23%
RVM
703
Robinson Value Management
Texas
$2.18M +$3.78K +88 +0.2%
WKWM
704
Walter & Keenan Wealth Management
Indiana
$2.18M +$158K +3,666 +7%
LWIC
705
Leith Wheeler Investment Counsel
British Columbia, Canada
$2.16M +$773K +18,000 +50%
PTCG
706
Pring Turner Capital Group
California
$2.16M -$189K -4,396 -8%
QCM
707
Quantinno Capital Management
New York
$2.15M +$777K +18,085 +51%
HTC
708
Haverford Trust Company
Pennsylvania
$2.14M -$122K -2,837 -5%
VFA
709
Valeo Financial Advisors
Indiana
$2.13M -$44K -1,023 -2%
GGHC
710
Gilder Gagnon Howe & Co
New York
$2.13M -$48.3K -1,125 -2%
PAM
711
Private Asset Management
California
$2.11M -$201K -4,668 -8%
ABC
712
Associated Banc-Corp
Wisconsin
$2.1M +$11.4K +266 +0.5%
SCM
713
Schnieders Capital Management
California
$2.1M +$942K +21,925 +72%
MYAM
714
Meiji Yasuda Asset Management
Japan
$2.09M -$274K -6,370 -11%
LCOV
715
London Company of Virginia
Virginia
$2.08M +$6.27K +146 +0.3%
AFS
716
Aft Forsyth & Sober
Florida
$2.07M
V
717
Veritable
Delaware
$2.07M -$461K -10,740 -17%
IWA
718
Intercontinental Wealth Advisors
Texas
$2.06M +$124K +2,880 +6%
SPIA
719
Steward Partners Investment Advisory
New York
$2.05M +$54.7K +1,273 +3%
CDH
720
Charles D. Hyman
$2.04M -$32.1K -748 -1%
Wealth Enhancement Advisory Services
721
Wealth Enhancement Advisory Services
Minnesota
$2.04M -$1.22M -28,384 -37%
BCP
722
Blackhawk Capital Partners
Wisconsin
$2.04M +$2.18M +50,634 New
CS
723
Capital Square
Tennessee
$2.03M
KA
724
Kintegral Advisory
New York
$2.03M
PFO
725
Pathstone Family Office
New Jersey
$2.02M +$687K +15,981 +50%