We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MFW
901
Meristem Family Wealth
Minnesota
$1.06M -$10.8K -253 -0.7%
TSWM
902
Triangle Securities Wealth Management
North Carolina
$1.06M -$461K -10,842 -23%
WANY
903
Wealthspire Advisors (New York)
New York
$1.06M +$992K +23,328 +173%
BOTW
904
Bank of the West
California
$1.05M -$184K -4,329 -11%
NCM
905
Northwest Capital Management
Oregon
$1.05M -$2.25K -53 -0.1%
HCP
906
Holt Capital Partners
Texas
$1.05M -$29.3K -690 -2%
CNBTD
907
Citizens National Bank Trust Department
Mississippi
$1.05M +$1.55M +36,480 New
FVWA
908
Foster Victor Wealth Advisors
South Carolina
$1.04M +$697K +16,398 +74%
CAM
909
Carret Asset Management
New York
$1.03M -$130K -3,057 -8%
JCM
910
Jacobi Capital Management
Pennsylvania
$1.03M +$242K +5,686 +18%
BG
911
Bollard Group
Massachusetts
$1.02M +$13.4K +315 +0.9%
OPCM
912
Osborne Partners Capital Management
California
$1.02M +$17K +401 +1%
PK
913
Pflug Koory
Nebraska
$1.02M -$7.44K -175 -0.5%
RHAM
914
Round Hill Asset Management
California
$1.01M +$347K +8,160 +30%
GCC
915
Guardian Capital (Canada)
Ontario, Canada
$1.01M -$82.9K -1,950 -5%
CS
916
Comerica Securities
Michigan
$1.01M +$117K +2,745 +8%
PCAP
917
Pratt Collard Advisory Partners
New York
$1.01M +$132K +3,100 +10%
CA
918
Cullinan Associates
Kentucky
$1.01M – – –
MCG
919
MACRO Consulting Group
New Jersey
$1M +$204K +4,794 +14%
CGL
920
Clarius Group LLC
Washington
$1M +$144K +3,385 +11%
RM
921
Resource Management
Louisiana
$1M +$97.6K +2,296 +7%
FMTC
922
Farmers & Merchants Trust Company
California
$993K -$24.2K -570 -2%
WPC
923
White Pine Capital
Minnesota
$991K +$311K +7,315 +27%
CNBT
924
Canandaigua National Bank & Trust
New York
$989K -$815K -19,182 -36%
RIL
925
Rothschild Investment LLC
Illinois
$987K +$717K +16,871 +96%
35 36
37
38 39