We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWM
1201
Purus Wealth Management
California
$559K -$3.06K -76 -0.6%
CIP
1202
Convergence Investment Partners
Florida
$558K -$16.1K -401 -3%
GS
1203
Gagnon Securities
New York
$557K – – –
CCM
1204
Chilton Capital Management
Texas
$555K – – –
AWS
1205
AJ Wealth Strategies
New York
$555K +$65.3K +1,622 +14%
LPT
1206
Legacy Private Trust
Wisconsin
$553K -$300K -7,453 -37%
AC
1207
Allstate Corporation
Illinois
$552K -$31.7K -787 -6%
NAS
1208
Nicolet Advisory Services
Wisconsin
$549K +$37.8K +940 +8%
LSA
1209
Leonteq Securities AG
Switzerland
$549K -$7.39M -183,526 -93%
TCBWMS
1210
Texas Capital Bank Wealth Management Services
Texas
$548K -$501K -12,455 -49%
BW
1211
Basepoint Wealth
Iowa
$548K -$48.3K -1,201 -9%
RC
1212
Rovin Capital
Arizona
$547K +$1.49K +37 +0.3%
FLI
1213
Family Legacy Inc
South Carolina
$546K – – –
FSCM
1214
Front Street Capital Management
Montana
$546K +$4.07K +101 +0.8%
HH
1215
Hilltop Holdings
Texas
$546K -$2.01K -50 -0.4%
WI
1216
Wintrust Investments
Illinois
$544K +$6.68K +166 +1%
CFGS
1217
Concourse Financial Group Securities
Alabama
$544K -$161 -4 -0%
FNBT
1218
FineMark National Bank & Trust
Florida
$543K -$8.81K -219 -2%
OA
1219
Operose Advisors
Wisconsin
$543K +$459K +11,399 +859%
HW
1220
Hancock Whitney
Mississippi
$543K +$56.5K +1,404 +12%
CB
1221
Cooke & Bieler
Pennsylvania
$541K -$1.78M -44,226 -78%
OPCM
1222
Osborne Partners Capital Management
California
$540K -$22K -546 -4%
OWP
1223
Obermeyer Wealth Partners
Colorado
$539K +$88.2K +2,192 +21%
PWW
1224
Pettyjohn Wood & White
Virginia
$539K +$3.62K +90 +0.7%
RWA
1225
River Wealth Advisors
Pennsylvania
$536K +$443 +11 +0.1%
47 48
49
50 51