We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
LGA
1201
Lebenthal Global Advisors
New York
$1.06M +$29.6K +433 +3%
KCM
1202
Kathmere Capital Management
Pennsylvania
$1.06M +$328K +4,802 +47%
BCA
1203
Bay Colony Advisors
Massachusetts
$1.06M +$37.3K +547 +4%
CIAS
1204
Capital Investment Advisory Services
North Carolina
$1.06M -$122K -1,792 -11%
WA
1205
WP Advisors
California
$1.06M +$5.39K +79 +0.5%
PCFFS
1206
Pacific Center for Financial Services
California
$1.05M -$2.66K -39 -0.3%
Financial Engines Advisors
1207
Financial Engines Advisors
California
$1.05M +$328K +4,811 +47%
JWM
1208
Jupiter Wealth Management
Colorado
$1.05M
RWP
1209
Ridgecrest Wealth Partners
California
$1.05M -$3.41K -50 -0.3%
NB
1210
Nicolet Bankshares
Wisconsin
$1.05M +$52.6K +770 +5%
PL
1211
Plancorp LLC
Missouri
$1.05M +$86.3K +1,264 +9%
PWPS
1212
Pinnacle Wealth Planning Services
Ohio
$1.04M -$19.7K -288 -2%
BI
1213
Bradyco Inc
Massachusetts
$1.04M +$389K +5,692 New
NWM
1214
Northwest Wealth Management
Iowa
$1.04M +$29.4K +431 +3%
MIM
1215
MTM Investment Management
South Carolina
$1.04M +$341 +5 +0%
HT
1216
Heritage Trust
Oklahoma
$1.04M +$1.01M +14,756 New
NSIM
1217
North Star Investment Management
Illinois
$1.04M -$6.83K -100 -0.7%
GH
1218
GAM Holding
Switzerland
$1.03M +$1.01M +14,725 New
CCM
1219
CAAS Capital Management
New York
$1.03M +$998K +14,619 New
KIA
1220
Knollwood Investment Advisory
Maryland
$1.02M
BW
1221
Bison Wealth
Georgia
$1.02M -$1.67M -24,506 -63%
IPW
1222
Impact Partnership Wealth
Georgia
$1.02M -$197K -2,886 -17%
CRI
1223
Colonial River Investments
Virginia
$1.02M +$49.8K +730 +5%
IC
1224
Iconiq Capital
California
$1.02M +$481K +7,049 +94%
SAG
1225
SageView Advisory Group
California
$1.01M +$248K +3,626 +34%