We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
QC
1276
Quent Capital
New York
$936K +$32.2K +429 +3%
SWM
1277
Shakespeare Wealth Management
Wisconsin
$934K -$61.8K -823 -6%
CA
1278
Carson Advisory
Georgia
$933K -$17.3K -231 -2%
FMWA
1279
Forvis Mazars Wealth Advisors
Missouri
$932K +$11.9K +159 +1%
RIA
1280
Richwood Investment Advisors
Ohio
$929K -$13.7K -183 -1%
EW
1281
Entruity Wealth
California
$928K -$26.3K -350 -3%
MWM
1282
Modern Wealth Management
Kansas
$926K +$133K +1,773 +16%
HFO
1283
Heritage Family Offices
Arizona
$926K +$1.35K +18 +0.1%
FC
1284
FORA Capital
Florida
$925K +$968K +12,890 New
CIS
1285
Capital International Sarl
California
$925K -$2.04M -27,238 -68%
OL
1286
Optas LLC
Texas
$922K +$492K +6,548 +104%
FLI
1287
Family Legacy Inc
South Carolina
$922K +$2.78K +37 +0.3%
CWP
1288
Concord Wealth Partners
Virginia
$920K +$390K +5,200 +68%
SAI
1289
Savvy Advisors Inc
New York
$918K +$106K +1,408 +12%
QWP
1290
Quotient Wealth Partners
Texas
$917K +$53.2K +709 +6%
IWA
1291
IVC Wealth Advisors
Pennsylvania
$915K -$2.48K -33 -0.3%
FA
1292
Fermata Advisors
California
$915K +$723K +9,629 +308%
SIM
1293
Studio Investment Management
Illinois
$911K -$236K -3,144 -20%
CNBOF
1294
City National Bank of Florida
Florida
$908K +$54.7K +728 +6%
BCM
1295
Becker Capital Management
Oregon
$903K +$3.83K +51 +0.4%
ISL
1296
Ingalls & Snyder LLC
New York
$903K +$5.18K +69 +0.6%
MSWM
1297
McGlone Suttner Wealth Management
Wisconsin
$901K +$315K +4,201 +50%
SIP
1298
Stoneridge Investment Partners
Pennsylvania
$901K +$942K +12,547 New
CFP
1299
Catalyst Financial Partners
Massachusetts
$895K +$118K +1,572 +14%
NSAM
1300
North Star Asset Management
Wisconsin
$895K -$14.4K -192 -2%
50 51
52
53 54