We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DDC
1226
DF Dent & Co
Maryland
$747K +$748K +13,228 New
WAM
1227
Weatherly Asset Management
California
$744K – – –
T
1228
TOBAM
France
$739K +$89.6K +1,584 +14%
BFA
1229
Bragg Financial Advisors
North Carolina
$737K -$16.7K -295 -2%
CP
1230
CenterBook Partners
Connecticut
$737K +$737K +13,039 New
IIC
1231
Ironwood Investment Counsel
Arizona
$736K -$318K -5,616 -30%
FMWA
1232
Forvis Mazars Wealth Advisors
Missouri
$734K -$28.8K -510 -4%
IWA
1233
IVC Wealth Advisors
Pennsylvania
$730K -$125K -2,218 -15%
LWM
1234
Liberty Wealth Management
California
$729K +$42.3K +748 +6%
WBCM
1235
Wilson & Boucher Capital Management
California
$728K -$4.36K -77 -0.6%
MIA
1236
MeadowBrook Investment Advisors
Michigan
$728K – – –
SWM
1237
Segment Wealth Management
Texas
$726K -$102K -1,807 -12%
HFO
1238
Heritage Family Offices
Arizona
$726K +$1.36K +24 +0.2%
9WM
1239
9258 Wealth Management
Ohio
$725K +$283 +5 +0%
BC
1240
Bridgefront Capital
Texas
$725K +$726K +12,841 New
ISL
1241
Ingalls & Snyder LLC
New York
$725K – – –
FLI
1242
Family Legacy Inc
South Carolina
$723K – – –
WA1
1243
Wimmer Associates 1
California
$723K – – –
CRC
1244
Curi RMB Capital
Illinois
$722K -$106K -1,883 -13%
CCM
1245
Chilton Capital Management
Texas
$720K +$25.2K +446 +4%
ALAM
1246
Asahi Life Asset Management
Japan
$719K +$67.3K +1,190 +10%
EAM
1247
Empirical Asset Management
Massachusetts
$718K +$13.7K +242 +1%
LFA
1248
Legacy Financial Advisors
Kentucky
$718K -$143K -2,525 -17%
NSAM
1249
North Star Asset Management
Wisconsin
$715K -$961 -17 -0.1%
AA
1250
ALPS Advisors
Colorado
$711K -$238K -4,200 -25%
48 49
50
51 52