We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1076
Annandale Capital
Texas
$764K +$352K +8,186 +76%
MPW
1077
MGO Private Wealth
California
$761K +$813K +18,916 New
GSWM
1078
Greenup Street Wealth Management
Michigan
$760K -$146K -3,400 -15%
GIA
1079
GHP Investment Advisors
Colorado
$756K +$29.8K +694 +4%
MMHP
1080
Murphy Middleton Hinkle & Parker
Georgia
$751K -$25.8K -600 -3%
FWM
1081
Foresight Wealth Management
Utah
$751K -$4.6K -107 -0.6%
PWLP
1082
Prio Wealth Limited Partnership
Massachusetts
$750K -$4.42K -103 -0.5%
LGA
1083
Lebenthal Global Advisors
New York
$744K – – –
CT
1084
Cambridge Trust
Massachusetts
$743K -$38.5K -896 -5%
FMTC
1085
Farmers & Merchants Trust Company
California
$743K -$29K -675 -4%
PWP
1086
Principle Wealth Partners
Connecticut
$741K – – –
BCM
1087
Boltwood Capital Management
California
$740K -$258K -6,000 -25%
CBT
1088
CoreFirst Bank & Trust
Kansas
$735K -$14.8K -344 -2%
ROTUOC
1089
Regents of the University of California
California
$728K – – –
EFS
1090
Essex Financial Services
Connecticut
$728K +$86 +2 +0%
AG
1091
Ascent Group
Virginia
$727K -$57.5K -1,339 -8%
WA1
1092
Wimmer Associates 1
California
$727K -$3.01K -70 -0.4%
AG
1093
AIA Group
Hong Kong
$726K -$478K -11,130 -38%
BOC
1094
Barbara Oil Co
Illinois
$724K – – –
STA
1095
Summit Trail Advisors
New York
$723K -$177K -4,129 -19%
GVAG
1096
Great Valley Advisor Group
Delaware
$721K +$44.3K +1,031 +6%
KFSC
1097
Keystone Financial Services (Colorado)
Colorado
$719K -$34.4K -800 -5%
DAS
1098
Dynamic Advisor Solutions
Arizona
$719K -$5.11K -119 -0.7%
CCM
1099
Chiron Capital Management
Florida
$719K +$21.5K +501 +3%
YWP
1100
YorkBridge Wealth Partners
New York
$716K -$41K -955 -5%
42 43
44
45 46