We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JSL
1176
JT Stratford LLC
Georgia
$594K +$14.2K +329 +2%
BTW
1177
Boston Trust Walden
Massachusetts
$593K +$43.2K +1,000 +7%
BFA
1178
Bragg Financial Advisors
North Carolina
$592K -$24.1K -558 -4%
RIA
1179
Richwood Investment Advisors
Ohio
$590K -$2.16K -50 -0.3%
WA
1180
Wealth Alliance
New York
$589K +$39.9K +923 +7%
ISL
1181
Ingalls & Snyder LLC
New York
$586K +$48K +1,111 +8%
KJWM
1182
Kiley Juergens Wealth Management
Washington
$585K +$618K +14,315 New
LF
1183
LifeSteps Financial
California
$584K +$216 +5 +0%
PNC
1184
Park National Corp
Ohio
$584K -$13K -300 -2%
ALAM
1185
Asahi Life Asset Management
Japan
$583K -$10.4K -240 -2%
GI
1186
Gradient Investments
Minnesota
$581K -$1.25K -29 -0.2%
SB
1187
Simmons Bank
Arkansas
$580K -$27.7K -641 -4%
BMA
1188
Brooks Moore & Associates
Tennessee
$576K -$4.66K -108 -0.8%
PWLP
1189
Prio Wealth Limited Partnership
Massachusetts
$575K -$47.2K -1,093 -7%
HCM
1190
Highlander Capital Management
New Jersey
$575K +$23.1K +534 +4%
EA
1191
Eclectic Associates
California
$574K +$12.1K +280 +2%
QPWM
1192
Quadrant Private Wealth Management
Pennsylvania
$571K – – –
BCA
1193
Bay Colony Advisors
Massachusetts
$570K +$36.4K +842 +6%
RT
1194
Rockland Trust
Massachusetts
$570K -$14.1K -327 -2%
OCM
1195
Osterweis Capital Management
California
$568K – – –
CIA
1196
Cladis Investment Advisory
Montana
$565K +$43 +1 +0%
PCM
1197
Pointe Capital Management
Michigan
$560K +$139K +3,230 +31%
SWM
1198
Shakespeare Wealth Management
Wisconsin
$560K -$8.63K -200 -1%
GFP
1199
Gryphon Financial Partners
Ohio
$559K -$73.4K -1,700 -11%
FW
1200
FirstPurpose Wealth
Utah
$558K +$134K +3,104 +29%
46 47
48
49 50