We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
1126
Legacy Financial Group (Iowa)
Iowa
$642K +$44 +1 +0%
CC
1127
Chicago Capital
Illinois
$642K
CL
1128
CSS LLC
Illinois
$638K -$247K -5,664 -25%
CW
1129
CIC Wealth
Maryland
$637K -$27.8K -637 -4%
SYBT
1130
Stock Yards Bank & Trust
Kentucky
$637K +$54.9K +1,259 +8%
AWA
1131
Arkadios Wealth Advisors
Georgia
$636K +$20.1K +460 +3%
ESB
1132
Essex Savings Bank
Connecticut
$635K +$129K +2,959 +21%
DWM
1133
Dakota Wealth Management
Florida
$634K +$75.6K +1,735 +11%
MWM
1134
Meridian Wealth Management
Kentucky
$633K +$44.8K +1,028 +6%
GAG
1135
GM Advisory Group
New York
$633K +$3.31K +76 +0.5%
SIA
1136
Strategic Investment Advisors
Michigan
$632K -$9.37K -215 -1%
PFA
1137
Pure Financial Advisors
California
$631K +$92K +2,111 +14%
SVWAG
1138
Sound View Wealth Advisors Group
Georgia
$630K +$384K +8,818 +110%
GVAG
1139
Great Valley Advisor Group
Delaware
$628K +$10.3K +236 +1%
KMWM
1140
Keudell/Morrison Wealth Management
Oregon
$628K +$24.8K +568 +4%
PCP
1141
Proficio Capital Partners
Massachusetts
$625K -$26.1K -598 -3%
PMA
1142
Prudent Man Advisors
Illinois
$625K -$14K -322 -2%
TFCP
1143
Twin Focus Capital Partners
Massachusetts
$624K +$394K +9,048 +118%
IAIM
1144
Industrial Alliance Investment Management
Quebec, Canada
$622K +$668K +15,321 +1,163%
CIA
1145
Cascade Investment Advisors
Oregon
$621K
OWA
1146
One Wealth Advisors
California
$618K +$93.8K +2,153 +15%
CCG
1147
Ceeto Capital Group
Florida
$617K +$21.9K +503 +3%
JWA
1148
JFS Wealth Advisors
Pennsylvania
$614K -$2.31K -53 -0.3%
MCM
1149
Mainstay Capital Management
Michigan
$614K -$30.5K -700 -4%
DWA
1150
Douglass Winthrop Advisors
New York
$613K -$21.8K -500 -3%