We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1276
Segment Wealth Management
Texas
$1.08M -$79.9K -930 -6%
CFP
1277
Catalyst Financial Partners
Massachusetts
$1.08M +$48.6K +566 +4%
MHS
1278
M Holdings Securities
Oregon
$1.08M +$333K +3,882 +36%
BC
1279
Bridgefront Capital
Texas
$1.08M +$1.16M +13,527 New
MCA
1280
Magnolia Capital Advisors
Mississippi
$1.08M +$75.2K +875 +7%
PNFS
1281
PW Nova Financial Services
Pennsylvania
$1.07M +$1.16M +13,486 New
BMA
1282
Brooks Moore & Associates
Tennessee
$1.07M
LSA
1283
Leonteq Securities AG
Switzerland
$1.07M -$632K -7,357 -35%
SFG
1284
Sather Financial Group
Texas
$1.07M +$27.7K +323 +2%
PP
1285
PDS Planning
Ohio
$1.07M -$24.3K -283 -2%
QC
1286
Quent Capital
New York
$1.07M -$62.3K -725 -5%
RA
1287
Rational Advisors
New York
$1.07M +$622K +7,247 +137%
FIB
1288
First Interstate Bank
Montana
$1.07M +$45.4K +528 +4%
FFG
1289
Fiduciary Financial Group
California
$1.07M -$25.4K -296 -2%
WAM
1290
Weatherly Asset Management
California
$1.07M +$9.02K +105 +0.8%
BAG
1291
Bridgewealth Advisory Group
California
$1.07M +$1.2K +14 +0.1%
TFA
1292
Tranquilli Financial Advisor
New Jersey
$1.07M -$157K -1,831 -12%
TGAM
1293
TBH Global Asset Management
Tennessee
$1.06M -$114K -1,328 -9%
CWM
1294
C2C Wealth Management
Arizona
$1.06M +$515 +6 +0%
BDLIB
1295
Banque de Luxembourg Investments (BLI)
Luxembourg
$1.05M
RCWM
1296
Royal Capital Wealth Management
Indiana
$1.05M +$1.89K +22 +0.2%
LA
1297
LVW Advisors
New York
$1.04M +$225K +2,615 +25%
CCWA
1298
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$1.04M +$1.13M +13,104 New
SYBT
1299
Stock Yards Bank & Trust
Kentucky
$1.04M +$67.6K +787 +6%
NSAM
1300
North Star Asset Management
Wisconsin
$1.04M -$58.4K -680 -5%