We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SCA
1276
Snowden Capital Advisors
New York
$258K +$36.3K +1,471 +15%
SFA
1277
Sequoia Financial Advisors
Ohio
$258K -$117K -4,761 -30%
AFS
1278
Axiom Financial Strategies
Indiana
$258K +$53K +2,149 +24%
GAM
1279
Gould Asset Management
California
$257K +$12.4K +502 +5%
RCM
1280
Requisite Capital Management
Texas
$256K -$49.3K -2,000 -15%
CBA
1281
Coastal Bridge Advisors
Connecticut
$256K -$39.1K -1,588 -13%
BCA
1282
Bay Colony Advisors
Massachusetts
$255K -$227K -9,211 -46%
CIA
1283
CSat Investment Advisory
Michigan
$255K +$25.4K +1,031 +11%
PPG
1284
Peak Planning Group
Colorado
$254K +$266K +10,810 New
BHWM
1285
Bar Harbor Wealth Management
New Hampshire
$254K -$77.8K -3,155 -23%
FPF
1286
First Pacific Financial
Washington
$254K +$266K +10,797 New
ZIC
1287
ZWJ Investment Counsel
Georgia
$253K -$128K -5,200 -33%
CT
1288
Chicago Trust
Illinois
$253K +$44K +1,786 +20%
TIA
1289
Traphagen Investment Advisors
New Jersey
$252K -$24K -972 -8%
SMC
1290
Smith, Moore & Co
Missouri
$251K -$40.5K -1,643 -13%
BAM
1291
Barrett Asset Management
New York
$251K
Koshinski Asset Management
1292
Koshinski Asset Management
Illinois
$250K -$20K -811 -8%
SM
1293
Salzhauer Michael
$250K +$261K +10,610 New
LSAG
1294
Lake Street Advisors Group
New Hampshire
$249K -$91.6K -3,716 -26%
NWP
1295
Northstar Wealth Partners
Connecticut
$248K -$20.7K -839 -7%
LBD
1296
Landsberg Bennett & Dubbaneh
Florida
$248K +$262K +10,644 New
BCM
1297
BTR Capital Management
California
$247K -$44.4K -1,800 -15%
PAS
1298
Partnervest Advisory Services
California
$247K -$27.9K -1,132 -10%
SIM
1299
SSI Investment Management
California
$247K -$7.2K -292 -3%
WPW
1300
Waldron Private Wealth
Pennsylvania
$246K -$25.8K -1,046 -9%