We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SM
1251
Salzhauer Michael
$727K – – –
LCM
1252
Leisure Capital Management
California
$726K – – –
JFA
1253
JNBA Financial Advisors
Minnesota
$721K -$30.1K -639 -4%
GHAM
1254
Gilman Hill Asset Management
Connecticut
$720K -$4.24K -90 -0.6%
AIA
1255
AIMZ Investment Advisors
California
$713K -$16.2K -344 -2%
FSA
1256
Fort Sheridan Advisors
Illinois
$710K -$4.71K -100 -0.7%
NDSI
1257
Newman Dignan & Sheerar Inc
Rhode Island
$706K -$42.4K -900 -6%
JCM
1258
Jacobsen Capital Management
Utah
$704K +$141 +3 +0%
PWPS
1259
Pinnacle Wealth Planning Services
Ohio
$704K +$163K +3,452 +33%
RWM
1260
Ritholtz Wealth Management
New York
$703K +$38.6K +819 +6%
LSAG
1261
Lake Street Advisors Group
New Hampshire
$703K +$41.1K +872 +6%
DP
1262
Denver PWM
Colorado
$701K – – –
AMIM
1263
Aull & Monroe Investment Management
Alabama
$696K -$3.3K -70 -0.5%
CA
1264
Calton & Associates
Florida
$695K +$141K +3,003 +28%
FFS
1265
Founders Financial Securities
Maryland
$693K +$141K +2,993 +28%
BCA
1266
Bay Colony Advisors
Massachusetts
$693K +$365K +7,755 +130%
TA
1267
Tiedemann Advisors
New York
$691K -$31.4K -666 -5%
TIA
1268
Traphagen Investment Advisors
New Jersey
$689K +$29.8K +632 +5%
DWA
1269
Divergent Wealth Advisors
Utah
$688K -$15.4K -326 -2%
IPW
1270
Inlet Private Wealth
Florida
$682K -$786K -16,678 -55%
CA
1271
CapWealth Advisors
Tennessee
$681K – – –
BCM
1272
Bayesian Capital Management
New York
$681K +$636K +13,500 New
PCA
1273
Personal Capital Advisors
California
$680K +$71.6K +1,520 +13%
PNAA
1274
Pictet North America Advisors
Switzerland
$679K -$2.31K -49 -0.4%
AMCA
1275
Arthur M. Cohen & Associates
Illinois
$679K +$96.6K +2,050 +15%
49 50
51
52 53