We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
976
Drive Wealth Management
Utah
$1.35M -$1.06K -18 -0.1%
BHBT
977
Burke & Herbert Bank & Trust
Virginia
$1.35M +$1.01M +17,068 +300%
SF
978
Summit Financial
New Jersey
$1.35M +$825K +13,970 +159%
BCWM
979
Bartlett & Co Wealth Management
Ohio
$1.35M -$35.7K -604 -3%
GVAG
980
Great Valley Advisor Group
Delaware
$1.35M -$42.4K -719 -3%
RIA
981
Realta Investment Advisors
Delaware
$1.34M -$110K -1,869 -8%
RPC
982
Rossmore Private Capital
Connecticut
$1.34M -$20.7K -351 -2%
SM
983
Sweeney & Michel
California
$1.33M +$3.01K +51 +0.2%
OWA
984
One Wealth Advisors
California
$1.32M +$372K +6,298 +34%
MC
985
Martin & Co
Tennessee
$1.32M -$2.07K -35 -0.2%
JIP
986
Jaffetilchin Investment Partners
Florida
$1.32M +$15.5K +262 +1%
CSC
987
Cove Street Capital
California
$1.31M -$298K -5,050 -19%
DT
988
Diversified Trust
Tennessee
$1.31M -$194K -3,281 -13%
LI
989
Louisbourg Investments
New Brunswick, Canada
$1.3M
EFM
990
E Fund Management
China
$1.3M +$115K +1,944 +10%
FGI
991
Foresight Global Investors
New York
$1.3M
Fisher Asset Management
992
Fisher Asset Management
Washington
$1.3M -$48.4K -819 -4%
DBIA
993
Dumont & Blake Investment Advisors
New Jersey
$1.29M +$645K +10,931 +101%
WANY
994
Wealthspire Advisors (New York)
New York
$1.29M +$3.13K +53 +0.2%
CTC
995
Cetera Trust Company
Minnesota
$1.28M -$31.3K -530 -2%
GLLW
996
Graves Light Lenhart Wealth
Virginia
$1.28M +$177 +3 +0%
FPWM
997
FSB Premier Wealth Management
Iowa
$1.27M +$335K +5,682 +36%
CIA
998
Citadel Investment Advisory
Ohio
$1.27M -$61.7K -1,045 -5%
FCP
999
Fidelis Capital Partners
Florida
$1.26M +$341K +5,784 +31%
DWM
1000
Diversify Wealth Management
Utah
$1.26M +$1.43M +24,242 New