We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GC
801
Gilbert & Cook
Iowa
$1.21M -$3.47K -134 -0.3%
GC
802
Gruss & Co
Florida
$1.21M +$1.04M +40,000 New
CIC
803
Carnegie Investment Counsel
Ohio
$1.2M -$245K -9,462 -19%
CIA
804
Cohen Investment Advisors
New Hampshire
$1.2M +$1.02M +39,587 New
AWM
805
Altium Wealth Management
New York
$1.19M +$102K +3,926 +11%
MWM
806
Madison Wealth Management
Ohio
$1.19M -$93.8K -3,625 -8%
FHB
807
First Hawaiian Bank
Hawaii
$1.19M -$6.03K -233 -0.6%
TSWM
808
Triangle Securities Wealth Management
North Carolina
$1.18M -$59.8K -2,309 -6%
LNC
809
Lincoln National Corp
Pennsylvania
$1.17M +$64.1K +2,475 +7%
AF
810
Allworth Financial
California
$1.16M -$62.1K -2,400 -6%
SC
811
Shay Capital
New York
$1.16M +$997K +38,500 New
AC
812
Alexandria Capital
Virginia
$1.16M -$74.9K -2,893 -7%
IA
813
IFP Advisors
Florida
$1.16M -$29.3K -1,131 -3%
MIM
814
Miller Investment Management
Pennsylvania
$1.15M – – –
OCM
815
One Capital Management
California
$1.15M +$988K +38,158 New
QSS
816
Quantitative Systematic Strategies
Florida
$1.15M -$4.1M -158,422 -81%
EM
817
Excalibur Management
Massachusetts
$1.15M -$68.6K -2,650 -7%
IWC
818
Integrated Wealth Concepts
Massachusetts
$1.14M +$320K +12,358 +48%
AA
819
AF Advisors
California
$1.14M – – –
OPS
820
Orion Portfolio Solutions
Nebraska
$1.14M -$335K -12,954 -26%
BAM
821
Blueshift Asset Management
New Jersey
$1.13M -$2.23M -86,009 -70%
BMA
822
Brooks Moore & Associates
Tennessee
$1.13M -$5.02K -194 -0.5%
OFS
823
Oldfather Financial Services
Nebraska
$1.13M – – –
GIA
824
Gateway Investment Advisers
Ohio
$1.13M +$13.9K +536 +1%
HCP
825
Holt Capital Partners
Texas
$1.13M -$6.08K -235 -0.6%
31 32
33
34 35