We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WP
901
WealthPLAN Partners
Nebraska
$1.85M -$34.2K -732 -2%
CAM
902
Carret Asset Management
New York
$1.85M -$8.65K -185 -0.5%
TFS
903
Thoroughbred Financial Services
Tennessee
$1.84M +$25.5K +546 +1%
LWANC
904
Laurel Wealth Advisors (North Carolina)
North Carolina
$1.84M -$219K -4,675 -11%
PCTC
905
Perkins Coie Trust Company
Washington
$1.84M -$23.4K -501 -1%
FSCM
906
Front Street Capital Management
Montana
$1.83M -$3.18K -68 -0.2%
BG
907
Bollard Group
Massachusetts
$1.83M +$10.2K +219 +0.6%
DSC
908
Duncker Streett & Co
Missouri
$1.82M -$93.7K -2,003 -5%
BHWM
909
Bar Harbor Wealth Management
New Hampshire
$1.81M -$53.4K -1,142 -3%
WTB
910
Washington Trust Bank
Washington
$1.81M -$18.3K -392 -1%
CGT
911
Capital Guardian Trust
California
$1.8M -$874K -18,689 -33%
MCM
912
Monarch Capital Management
Indiana
$1.8M -$74.8K -1,600 -4%
TPWA
913
TRUE Private Wealth Advisors
Oregon
$1.79M -$89.8K -1,920 -5%
MIM
914
Miller Investment Management
Pennsylvania
$1.79M – – –
NCM
915
Northwest Capital Management
Oregon
$1.78M -$24.1K -516 -1%
MTIM
916
Marathon Trading Investment Management
Pennsylvania
$1.78M +$1.29M +27,500 +270%
CAM
917
Cresset Asset Management
Illinois
$1.78M +$588K +12,568 +50%
ACM
918
Adalta Capital Management
New York
$1.77M +$297K +6,350 +20%
OA
919
Oxbow Advisors
Texas
$1.77M +$130K +2,787 +8%
GCC
920
Guardian Capital (Canada)
Ontario, Canada
$1.76M – – –
SCM
921
Sterneck Capital Management
Missouri
$1.76M -$2.76K -59 -0.2%
CCT
922
Country Club Trust
Missouri
$1.76M +$83.8K +1,792 +5%
EWM
923
Edge Wealth Management
New York
$1.74M +$518K +11,083 +43%
SAM
924
Sequent Asset Management
Texas
$1.74M -$113K -2,420 -6%
BRWA
925
B. Riley Wealth Advisors
Florida
$1.73M +$137K +2,920 +9%
35 36
37
38 39