We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PMA
1051
Prudent Man Advisors
Illinois
$902K -$6.94K -150 -0.8%
SQA
1052
Simon Quick Advisors
New Jersey
$902K +$773K +16,702 +611%
MMHP
1053
Murphy Middleton Hinkle & Parker
Georgia
$900K -$1.85K -40 -0.2%
MA
1054
Mutual Advisors
Nebraska
$896K -$52.7K -1,138 -6%
MMPW
1055
Mitchell McLeod Pugh & Williams
Alabama
$893K +$76.3K +1,648 +9%
GCM
1056
Glynn Capital Management
California
$889K – – –
FBT
1057
First Bank & Trust
South Dakota
$882K – – –
WVP
1058
Worth Venture Partners
New Jersey
$881K – – –
CW
1059
CreativeOne Wealth
Kansas
$880K +$35.2K +760 +4%
AA
1060
Argent Advisors
Louisiana
$873K +$455K +9,820 +109%
FWM
1061
Foresight Wealth Management
Utah
$871K +$14.3K +310 +2%
TCM
1062
Triumph Capital Management
Colorado
$868K +$694 +15 +0.1%
PWLP
1063
Prio Wealth Limited Partnership
Massachusetts
$860K -$126K -2,715 -13%
PSUF
1064
People's United Financial
Connecticut
$859K -$29.6K -640 -3%
SLWA
1065
San Luis Wealth Advisors
California
$859K +$857K +18,511 New
ESCM
1066
Echo Street Capital Management
New York
$857K +$855K +18,476 New
CCM
1067
Chilton Capital Management
Texas
$856K +$12.7K +274 +2%
MGIA
1068
Moneta Group Investment Advisors
Missouri
$855K -$43.6K -941 -5%
RG
1069
Rathbones Group
United Kingdom
$853K – – –
LCM
1070
Logan Capital Management
Pennsylvania
$850K -$135K -2,911 -14%
PFGIA
1071
Patriot Financial Group Insurance Agency
Massachusetts
$849K +$104K +2,255 +14%
NFG
1072
Next Financial Group
Texas
$845K -$128K -2,762 -13%
GIA
1073
GHP Investment Advisors
Colorado
$842K -$2.5K -54 -0.3%
BO
1074
BRR OpCo
Ohio
$841K -$20.5K -443 -2%
ROTUOC
1075
Regents of the University of California
California
$840K – – –
41 42
43
44 45