We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TW
1051
TrinityPoint Wealth
Connecticut
$1.05M -$22.9K -465 -2%
CC
1052
Courier Capital
New York
$1.05M -$14.8K -300 -1%
LSAG
1053
Lake Street Advisors Group
New Hampshire
$1.05M +$1.08M +21,915 New
PFSC
1054
Peoples Financial Services Corp
Pennsylvania
$1.05M -$4.92K -100 -0.5%
CL
1055
Choreo LLC
Illinois
$1.05M -$22.5K -458 -2%
AIM
1056
Aigen Investment Management
New York
$1.05M +$1.06M +21,464 New
MCM
1057
Mengis Capital Management
Oregon
$1.04M +$73.9K +1,501 +7%
FNT
1058
First National Trust
Pennsylvania
$1.04M -$35.2K -714 -3%
HBT
1059
Heartland Bank & Trust
Illinois
$1.04M +$21.7K +441 +2%
BRWM
1060
B. Riley Wealth Management
Tennessee
$1.04M +$97.6K +1,982 +10%
WTB
1061
Washington Trust Bank
Washington
$1.03M – – –
AP
1062
Appleton Partners
Massachusetts
$1.03M -$11.1K -225 -1%
IAMOG
1063
Investors Asset Management of Georgia
Georgia
$1.03M -$20.1K -409 -2%
CT
1064
Cambridge Trust
Massachusetts
$1.03M +$173K +3,511 +20%
IC
1065
Intersect Capital
California
$1.03M -$11.9K -242 -1%
DTC
1066
Davidson Trust Company
Washington
$1.03M +$5.91K +120 +0.6%
CRWM
1067
Castle Rock Wealth Management
California
$1.02M +$299K +6,067 +46%
HT
1068
HighTower Trust
Texas
$1.02M -$20.3K -413 -2%
OC
1069
Optimas Capital
Hong Kong
$1.01M +$1.04M +21,135 New
AI
1070
Accredited Investors
Minnesota
$1.01M -$5.12K -104 -0.5%
BBNA
1071
Bremer Bank National Association
Minnesota
$1.01M +$3.94K +80 +0.4%
SFA
1072
Sequoia Financial Advisors
Ohio
$1.01M +$664K +13,497 +180%
FAM
1073
Fulcrum Asset Management
United Kingdom
$1.01M – – –
CFGS
1074
Concourse Financial Group Securities
Alabama
$1M -$62.7K -1,273 -6%
IAS
1075
IMA Advisory Services
Colorado
$1M +$1.03M +20,919 New
41 42
43
44 45