We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
926
Dynamic Advisor Solutions
Arizona
$2.72M -$66.2K -763 -3%
CAS
927
Coppell Advisory Solutions
Texas
$2.72M +$26K +299 +1%
RF
928
Roxbury Financial
New Jersey
$2.71M -$16.2K -187 -0.6%
SSI
929
Scott & Selber Inc
Texas
$2.7M -$83.4K -961 -3%
RFM
930
Royal Fund Management
Florida
$2.68M +$2.43M +28,036 New
USCWA
931
U.S. Capital Wealth Advisors
Texas
$2.68M +$73.8K +850 +3%
AGWCA
932
Annis Gardner Whiting Capital Advisors
Florida
$2.68M +$32.2K +371 +1%
CC
933
Courier Capital
New York
$2.68M -$32.3K -372 -1%
SAI
934
Savvy Advisors Inc
New York
$2.67M +$794K +9,141 +47%
NAS
935
NWF Advisory Services
California
$2.67M -$673K -7,747 -21%
SACTSONJ
936
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$2.66M -$321K -3,700 -11%
WBC
937
West Branch Capital
Massachusetts
$2.65M +$128K +1,473 +5%
NEWAS
938
N.E.W. Advisory Services
Wisconsin
$2.65M +$13.4K +154 +0.5%
MAM
939
Mystic Asset Management
Rhode Island
$2.64M -$14.8K -170 -0.6%
LAM
940
LOM Asset Management
$2.64M +$278K +3,206 +13%
DW30
941
Drucker Wealth 3.0
New Jersey
$2.64M -$359K -4,132 -13%
PPWP
942
Premier Path Wealth Partners
New Jersey
$2.63M +$235K +2,708 +11%
ZIC
943
ZWJ Investment Counsel
Georgia
$2.63M -$227K -2,614 -8%
CAM
944
Carret Asset Management
New York
$2.63M -$66K -760 -3%
CPBTD
945
Central Pacific Bank - Trust Division
Hawaii
$2.63M -$84.6K -975 -3%
MPWT
946
MassMutual Private Wealth & Trust
Connecticut
$2.62M -$50.6K -583 -2%
CSP
947
Cary Street Partners
Virginia
$2.62M -$72.2K -832 -3%
BAAM
948
Baker Avenue Asset Management
California
$2.61M -$345K -3,972 -12%
SS
949
Sunbelt Securities
Texas
$2.61M +$89.2K +1,027 +4%
SCM
950
Stevens Capital Management
Pennsylvania
$2.6M +$1.28M +14,774 +113%