We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DWM
851
Dynasty Wealth Management
Florida
$1.7M +$1.53M +29,316 New
SAM
852
Silvercrest Asset Management
New York
$1.69M +$293K +5,604 +24%
FIA
853
Foundations Investment Advisors
Arizona
$1.68M -$71.2K -1,361 -4%
MIC
854
Meridian Investment Counsel
California
$1.67M -$38.8K -741 -3%
TWM
855
Tradition Wealth Management
Minnesota
$1.67M -$5.86K -112 -0.4%
NAS
856
Nicolet Advisory Services
Wisconsin
$1.66M +$98.3K +1,879 +7%
H
857
HoyleCohen
California
$1.65M +$105 +2 +0%
WTC
858
WhitTier Trust Company
Nevada
$1.64M +$149K +2,846 +11%
NEWAS
859
N.E.W. Advisory Services
Wisconsin
$1.63M +$6.54K +125 +0.4%
BFEC
860
Benjamin F. Edwards & Company
Missouri
$1.63M +$65.5K +1,251 +5%
SPG
861
Strategic Planning Group
Utah
$1.62M +$130K +2,481 +10%
LAM
862
Lummis Asset Management
Texas
$1.62M -$321K -6,131 -18%
MIM
863
Marco Investment Management
Georgia
$1.61M – – –
KA
864
Kerrisdale Advisers
Florida
$1.61M -$2.35M -44,925 -62%
AA
865
Argent Advisors
Louisiana
$1.6M +$64.1K +1,225 +5%
BTI
866
Blue Trust Inc
Georgia
$1.59M +$115K +2,202 +9%
EML
867
Eos Management LP
New York
$1.59M – – –
NHC
868
Nicholas Hoffman & Company
Georgia
$1.59M -$131K -2,513 -8%
CWM
869
Chemistry Wealth Management
New York
$1.59M -$23.8K -454 -2%
CCM
870
Cinctive Capital Management
New York
$1.59M +$1.43M +27,352 New
JWM
871
Jeppson Wealth Management
California
$1.58M -$20.9K -400 -1%
HI
872
Harbour Investments
Wisconsin
$1.58M +$20K +383 +1%
I
873
InceptionR
California
$1.58M +$1.43M +27,249 New
ECM
874
Evergreen Capital Management
Washington
$1.58M -$81.5K -1,558 -5%
EHC
875
Everett Harris & Co
California
$1.58M -$37.1K -710 -3%
33 34
35
36 37