We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
LSAG
976
Lake Street Advisors Group
New Hampshire
$1M +$64.6K +1,503 +6%
QCG
977
Quadrant Capital Group
Ohio
$1M +$119K +2,780 +13%
SC
978
Sawyer & Company
Massachusetts
$993K
IA
979
Insight Advisors
Pennsylvania
$992K
HW
980
Hancock Whitney
Mississippi
$989K -$28.8K -671 -3%
CC
981
Cadinha & Co
Hawaii
$984K
TAM
982
Tealwood Asset Management
Minnesota
$981K
PK
983
Pflug Koory
Nebraska
$977K -$55.3K -1,287 -5%
BMM
984
Buffington Mohr McNeal
Idaho
$977K -$32.2K -750 -3%
APP
985
Avantax Planning Partners
Iowa
$973K -$1.17M -27,202 -53%
LWANC
986
Laurel Wealth Advisors (North Carolina)
North Carolina
$973K +$644 +15 +0.1%
TCM
987
Telos Capital Management
California
$973K +$163K +3,800 +19%
ASBI
988
American State Bank (Iowa)
Iowa
$969K +$44.7K +1,040 +5%
CG
989
Colony Group
Massachusetts
$966K -$43.7K -1,018 -4%
NB
990
Nicolet Bankshares
Wisconsin
$966K -$5.71K -133 -0.6%
EH
991
Equitable Holdings
New York
$965K +$37.1K +863 +4%
CL
992
CSS LLC
Illinois
$954K -$50.3K -1,170 -5%
PCFFS
993
Pacific Center for Financial Services
California
$953K +$354K +8,232 +53%
TCPWM
994
Traverso Chambers Private Wealth Management
California
$951K +$86 +2 +0%
NEI
995
Northwest & Ethical Investments
Ontario, Canada
$950K
MFS
996
Mirabella Financial Services
United Kingdom
$947K -$2M -46,528 -67%
AP
997
Appleton Partners
Massachusetts
$944K -$329K -7,656 -25%
F
998
F3Logic
Minnesota
$943K -$3.65K -85 -0.4%
RL
999
Ruffer LLP
United Kingdom
$929K
PCA
1000
Personal Capital Advisors
California
$927K +$366K +8,525 +59%