We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NNP
1101
Nachman Norwood & Parrott
South Carolina
$629K +$175K +4,112 +23%
TIM
1102
Thornburg Investment Management
New Mexico
$628K – – –
JIC
1103
Joel Isaacson & Co
New York
$625K -$1.23M -28,982 -57%
TAIM
1104
TD Ameritrade Investment Management
Nebraska
$623K -$152K -3,577 -14%
FPCG
1105
Fort Pitt Capital Group
Pennsylvania
$620K +$343K +8,066 +60%
RIA
1106
Realta Investment Advisors
Delaware
$619K +$133K +3,118 +17%
AC
1107
Avenir Corporation
Virginia
$618K -$215K -5,060 -19%
OIS
1108
Okabena Investment Services
Minnesota
$618K -$19.1K -450 -2%
IAIM
1109
International Assets Investment Management
Florida
$618K +$3.01M +70,832 New
FTC
1110
Farmers Trust Company
Ohio
$616K -$4.59K -108 -0.5%
SSB
1111
Sandy Spring Bank
Maryland
$614K -$64K -1,506 -7%
WCA
1112
Windsor Creek Advisors
Vermont
$614K +$910K +21,400 New
TBA
1113
Tower Bridge Advisors
Pennsylvania
$613K – – –
FBT
1114
First Bank & Trust
South Dakota
$612K -$22.1K -519 -2%
IWA
1115
IBEX Wealth Advisors
New Jersey
$610K +$23.8K +559 +3%
COF
1116
Capital One Financial
Virginia
$610K +$904K +21,261 New
AWE
1117
Avidian Wealth Enterprises
Texas
$609K +$702K +16,517 +350%
TIM
1118
Triad Investment Management
California
$608K – – –
MS
1119
Maven Securities
Jersey
$607K +$900K +21,160 New
SIM
1120
Sonora Investment Management
Arizona
$606K +$64.4K +1,514 +8%
NERM
1121
New England Research & Management
Illinois
$605K +$459K +10,800 +105%
SIC
1122
SFE Investment Counsel
California
$604K -$134K -3,147 -13%
CWM
1123
Confluence Wealth Management
Oregon
$604K +$628K +14,779 +236%
LF
1124
Lantz Financial
Illinois
$603K +$87.4K +2,057 +11%
GJCM
1125
Grand Jean Capital Management
California
$601K -$2.45M -57,560 -73%
43 44
45
46 47