We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCM
1076
Cohen Capital Management
California
$2.32M – – –
HAI
1077
Hennessy Advisors Inc
California
$2.32M -$780K -16,000 -25%
BDF
1078
Balasa Dinverno & Foltz
$2.31M -$189K -3,869 -7%
FMT
1079
First Mercantile Trust
Tennessee
$2.31M +$1.11M +22,807 +88%
AWP
1080
Ascent Wealth Partners
New York
$2.31M +$32.5K +667 +1%
SC
1081
Savant Capital
Illinois
$2.3M +$87.1K +1,787 +4%
EWA
1082
EP Wealth Advisors
California
$2.29M +$862K +17,684 +57%
DLA
1083
Douglas Lane & Associates
New York
$2.29M +$103K +2,108 +5%
CCM
1084
Compton Capital Management
Rhode Island
$2.29M +$19.5K +400 +0.8%
BFO
1085
Boston Family Office
Massachusetts
$2.29M +$13.1K +268 +0.6%
BJL
1086
Brighton Jones LLC
Washington
$2.28M +$63.4K +1,300 +3%
P
1087
Pitcairn
Pennsylvania
$2.27M +$393K +8,064 +20%
CCM
1088
Coldstream Capital Management
Washington
$2.26M -$1.57M -32,195 -40%
VFA
1089
Voya Financial Advisors
Connecticut
$2.26M +$1.13M +23,229 +93%
ST
1090
Smithfield Trust
Pennsylvania
$2.26M +$452K +9,262 +24%
SIMM
1091
Stillwater Investment Management (Minnesota)
Minnesota
$2.26M +$39.2K +805 +2%
CIP
1092
Capital Insight Partners
Arizona
$2.25M +$793K +16,265 +52%
CIA
1093
CSat Investment Advisory
Michigan
$2.25M -$360K -7,378 -13%
PRS
1094
Pinkerton Retirement Specialists
Idaho
$2.23M -$71.7K -1,470 -3%
ACM
1095
Alpha Capital Management
Texas
$2.23M +$1.92M +39,319 +499%
BB
1096
Bell Bank
North Dakota
$2.23M +$117K +2,392 +5%
ST
1097
Sentinel Trust
Texas
$2.23M -$53.5K -1,098 -2%
DBG
1098
De Burlo Group
Massachusetts
$2.22M +$1.14M +23,400 +100%
NPC
1099
National Planning Corporation
California
$2.21M -$47.1K -967 -2%
CWP
1100
Capital Wealth Planning
Florida
$2.21M – – –
42 43
44
45 46