We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CA
1201
Cullinan Associates
Kentucky
$759K -$1.23M -24,988 -61%
DG
1202
DMC Group
Alabama
$758K +$694K +14,100 New
JIP
1203
Jaffetilchin Investment Partners
Florida
$757K -$35.7K -725 -4%
EW
1204
Element Wealth
Mississippi
$756K -$6.3K -128 -0.8%
RC
1205
Rovin Capital
Arizona
$748K +$768K +15,590 New
AF
1206
Advisornet Financial
Minnesota
$742K -$91.2K -1,852 -11%
PFM
1207
Parsec Financial Management
North Carolina
$739K +$84.5K +1,717 +13%
IWA
1208
IVC Wealth Advisors
Pennsylvania
$734K +$345 +7 +0%
CPO
1209
Cerity Partners OCIO
New York
$733K +$60.1K +1,221 +9%
NSIM
1210
North Star Investment Management
Illinois
$727K +$4.92K +100 +0.7%
AAS
1211
Annex Advisory Services
Wisconsin
$726K +$745K +15,124 New
WSTAM
1212
Wilbanks Smith & Thomas Asset Management
Virginia
$725K +$235K +4,767 +46%
DI
1213
Diligent Investors
California
$724K -$14.2K -289 -2%
LNWTC
1214
Laird Norton Wetherby Trust Company
Washington
$722K -$19.7K -400 -3%
PWA
1215
Providence Wealth Advisors
Illinois
$719K – – –
YL
1216
YCG LLC
Texas
$718K -$24.9M -505,906 -97%
FLI
1217
Family Legacy Inc
South Carolina
$718K – – –
WIC
1218
Woodmont Investment Counsel
Tennessee
$716K -$8.32K -169 -1%
LA
1219
Latitude Advisors
Florida
$714K -$58.3K -1,184 -7%
RCM
1220
RB Capital Management
Nevada
$714K +$18.4K +373 +3%
KSWA
1221
Kathleen S. Wright Associates
Pennsylvania
$711K +$729K +14,817 New
SW
1222
SteelPeak Wealth
California
$709K -$59.8K -1,214 -8%
NIM
1223
Northeast Investment Management
Massachusetts
$709K +$172K +3,500 +31%
ST
1224
Sentinel Trust
Texas
$709K +$727K +14,776 New
GT
1225
Glenview Trust
Kentucky
$707K – – –
47 48
49
50 51