We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EWA
1001
EverSource Wealth Advisors
Alabama
$1.87M -$12.8K -177 -0.8%
CNBTD
1002
Citizens National Bank Trust Department
Mississippi
$1.85M -$721 -10 -0%
JIP
1003
Jaffetilchin Investment Partners
Florida
$1.84M +$10.4K +144 +0.6%
JSL
1004
JT Stratford LLC
Georgia
$1.84M +$210K +2,910 +15%
Fisher Asset Management
1005
Fisher Asset Management
Washington
$1.84M -$405K -5,619 -20%
JF
1006
Jump Financial
Illinois
$1.84M +$189K +2,615 +13%
GRQ
1007
Gardner Russo & Quinn
Pennsylvania
$1.83M -$2.89M -40,053 -64%
SM
1008
Sweeney & Michel
California
$1.83M -$44.9K -623 -3%
HFM
1009
Hartford Funds Management
Pennsylvania
$1.83M +$41.2K +572 +3%
MG
1010
Mather Group
Illinois
$1.83M -$46.3K -642 -3%
RPC
1011
Rossmore Private Capital
Connecticut
$1.82M +$30.7K +426 +2%
OCM
1012
One Capital Management
California
$1.82M -$77.7K -1,078 -5%
GCM
1013
Glaxis Capital Management
Florida
$1.82M +$1.64M +22,697 New
CWA
1014
Crux Wealth Advisors
California
$1.82M +$486K +6,737 +42%
HIC
1015
Holderness Investments Company
North Carolina
$1.82M -$62.1K -861 -4%
AL
1016
Aspiriant LLC
California
$1.81M +$55.4K +769 +4%
SIA
1017
SeaBridge Investment Advisors
New Jersey
$1.81M -$613K -8,502 -27%
APM
1018
Advanced Portfolio Management
New York
$1.81M +$1.26M +17,500 +347%
HSA
1019
HBK Sorce Advisory
Pennsylvania
$1.81M -$145K -2,008 -8%
SCTC
1020
Sanibel Captiva Trust Company
Florida
$1.8M +$93.4K +1,296 +6%
WG
1021
Welch Group
Alabama
$1.8M +$72.5K +1,006 +5%
AWA
1022
Aaron Wealth Advisors
Illinois
$1.8M +$129K +1,794 +9%
BHBT
1023
Burke & Herbert Bank & Trust
Virginia
$1.79M -$1.08K -15 -0.1%
CCM
1024
Collar Capital Management
Wisconsin
$1.77M +$3.39K +47 +0.2%
WBC
1025
Westpac Banking Corp
Australia
$1.77M -$137K -1,904 -8%