We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KWA
1101
Kingswood Wealth Advisors
California
$1.29M -$2.24M -32,840 -64%
RL
1102
Retireful LLC
Michigan
$1.29M +$1.25M +18,376 New
WTB
1103
Washington Trust Bank
Washington
$1.29M +$179K +2,622 +17%
SMA
1104
Sage Mountain Advisors
Georgia
$1.29M +$149K +2,183 +14%
RPCONE
1105
Retirement Planning Company of New England
Rhode Island
$1.28M -$26.6K -390 -2%
PMA
1106
Prudent Man Advisors
Illinois
$1.28M -$156K -2,280 -11%
GVAG
1107
Great Valley Advisor Group
Delaware
$1.28M -$340K -4,978 -21%
MCM
1108
MV Capital Management
Maryland
$1.28M +$24.2K +355 +2%
GL
1109
Graypoint LLC
New York
$1.28M +$127K +1,860 +11%
DWA
1110
Delap Wealth Advisory
Oregon
$1.28M -$12.8K -188 -1%
NWAG
1111
Net Worth Advisory Group
Utah
$1.28M +$194K +2,846 +19%
PI
1112
PFG Investments
New York
$1.27M +$32.4K +474 +3%
BOC
1113
Barbara Oil Co
Illinois
$1.26M – – –
CT
1114
Caldwell Trust
Florida
$1.26M -$7.17K -105 -0.6%
SAM
1115
Sompo Asset Management
Japan
$1.26M -$119K -1,750 -9%
PFA
1116
Pure Financial Advisors
California
$1.26M +$17.4K +255 +1%
OWP
1117
Obermeyer Wealth Partners
Colorado
$1.26M +$280K +4,104 +30%
WBWA
1118
William B. Walkup & Associates
South Carolina
$1.25M -$7.24K -106 -0.6%
ESB
1119
Essex Savings Bank
Connecticut
$1.25M -$57.6K -844 -5%
MFIM
1120
Mesirow Financial Investment Management
Illinois
$1.25M -$1.14M -16,733 -49%
FCCM
1121
First City Capital Management
Georgia
$1.24M +$77.2K +1,131 +7%
MPIA
1122
Mountain Pacific Investment Advisers
Idaho
$1.24M -$29.6K -434 -2%
WBG
1123
Wharton Business Group
Pennsylvania
$1.24M – – –
BCM
1124
Brookstone Capital Management
Illinois
$1.24M +$118K +1,726 +11%
AA
1125
Ancora Advisors
Ohio
$1.24M -$20.8K -304 -2%
43 44
45
46 47