We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
HSA
1026
HBK Sorce Advisory
Pennsylvania
$1.79M +$41.6K +484 +2%
MC
1027
Martin & Co
Tennessee
$1.77M +$21.3K +248 +1%
HIC
1028
Holderness Investments Company
North Carolina
$1.76M -$9.71K -113 -0.5%
Impax Asset Management Group
1029
Impax Asset Management Group
United Kingdom
$1.75M +$806K +9,379 +74%
LFA
1030
Legacy Financial Advisors
Kentucky
$1.75M -$74.8K -871 -4%
KCM
1031
Kathmere Capital Management
Pennsylvania
$1.74M +$72.7K +846 +4%
PWA
1032
Phoenix Wealth Advisors
North Carolina
$1.73M -$62.7K -730 -3%
TPWA
1033
TRUE Private Wealth Advisors
Oregon
$1.73M +$8.76K +102 +0.5%
GC
1034
Gilbert & Cook
Iowa
$1.73M -$243K -2,827 -11%
PK
1035
Pflug Koory
Nebraska
$1.72M
KFBMI
1036
Kentucky Farm Bureau Mutual Insurance
Kentucky
$1.72M
FG
1037
Fiduciary Group
Georgia
$1.72M -$24K -279 -1%
HCM
1038
Highview Capital Management
Illinois
$1.72M +$34.6K +403 +2%
BB
1039
Busey Bank
Illinois
$1.71M -$118K -1,371 -6%
AAM
1040
Aureus Asset Management
Massachusetts
$1.71M +$1.85M +21,518 New
IWM
1041
IHT Wealth Management
Illinois
$1.7M +$62.3K +725 +4%
HDA
1042
Harold Davidson & Associates
California
$1.7M -$494K -5,746 -21%
OFS
1043
OneAscent Financial Services
Alabama
$1.7M +$806K +9,386 +79%
BCWM
1044
Bartlett & Co Wealth Management
Ohio
$1.7M +$67.2K +782 +4%
KIG
1045
Kennedy Investment Group
New Jersey
$1.7M +$24.5K +285 +1%
SACTSONJ
1046
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.69M -$622K -7,245 -25%
PI
1047
PFG Investments
New York
$1.69M +$18.3K +213 +1%
EPW
1048
Evolve Private Wealth
California
$1.68M +$652K +7,590 +56%
CWS
1049
Cypress Wealth Services
California
$1.67M -$6.7K -78 -0.4%
MBWA
1050
Marin Bay Wealth Advisors
California
$1.67M -$154K -1,791 -8%