We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BBP
901
Banco BTG Pactual
Brazil
$2.15M +$142K +1,889 +7%
MIM
902
Marco Investment Management
Georgia
$2.15M +$33.8K +450 +2%
MGIA
903
Moneta Group Investment Advisors
Missouri
$2.14M +$33.8K +450 +2%
NAS
904
Nicolet Advisory Services
Wisconsin
$2.14M +$63.1K +840 +3%
NEWAS
905
N.E.W. Advisory Services
Wisconsin
$2.14M +$107K +1,420 +5%
BAAM
906
Baker Avenue Asset Management
California
$2.14M +$87.6K +1,167 +4%
CAM
907
Carret Asset Management
New York
$2.13M -$13.1K -175 -0.6%
SWM
908
Shelton Wealth Management
Texas
$2.13M +$1.43K +19 +0.1%
APF
909
Alaska Permanent Fund
Alaska
$2.13M – – –
ECM
910
Evergreen Capital Management
Washington
$2.12M +$181K +2,407 +9%
XWM
911
Xcel Wealth Management
Florida
$2.12M – – –
DWM
912
Diversify Wealth Management
Utah
$2.11M -$126K -1,672 -5%
PDL
913
Portfolio Design Labs
California
$2.1M -$2.92M -38,896 -57%
CFM
914
Catalyst Funds Management
Australia
$2.09M -$4.05M -53,940 -65%
CWM
915
Congress Wealth Management
Massachusetts
$2.08M +$1.59M +21,202 +285%
RHAM
916
Round Hill Asset Management
California
$2.08M -$465K -6,195 -18%
TPW
917
Talon Private Wealth
Florida
$2.07M +$2.08M +27,744 +3,464%
FPWM
918
FSB Premier Wealth Management
Iowa
$2.07M +$293K +3,908 +16%
EWM
919
Empirical Wealth Management
Washington
$2.07M +$454K +6,053 +27%
MPWT
920
MassMutual Private Wealth & Trust
Connecticut
$2.07M -$225K -3,003 -9%
HI
921
Harbour Investments
Wisconsin
$2.06M +$7.43K +99 +0.3%
RIL
922
Rothschild Investment LLC
Illinois
$2.06M +$26.4K +352 +1%
AC
923
Apella Capital
Connecticut
$2.06M +$261K +3,474 +13%
AA
924
Argent Advisors
Louisiana
$2.06M -$20.4K -272 -0.9%
NNPTE
925
Nationale-Nederlanden Powszechne Towarzystwo Emerytalne
Poland
$2.06M -$28.9M -385,213 -93%
35 36
37
38 39