We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NDSI
1301
Newman Dignan & Sheerar Inc
Rhode Island
$770K +$17.1K +326 +2%
EWM
1302
Empirical Wealth Management
Washington
$770K +$412K +7,865 +122%
GSC
1303
G&S Capital
Colorado
$762K -$135K -2,574 -15%
AAP
1304
Arax Advisory Partners
Colorado
$762K -$92.9K -1,774 -11%
JFA
1305
JNBA Financial Advisors
Minnesota
$762K -$6.81K -130 -0.9%
AIA
1306
AIMZ Investment Advisors
California
$761K – – –
RWM
1307
Ritholtz Wealth Management
New York
$757K +$6.6K +126 +0.9%
RWP
1308
RWA Wealth Partners
Massachusetts
$754K +$63.7K +1,216 +10%
VWM
1309
Vigilare Wealth Management
Arizona
$754K +$838K +16,000 New
AFM
1310
Anson Funds Management
Texas
$753K +$733K +14,000 New
JCM
1311
Jacobsen Capital Management
Utah
$752K +$1.36K +26 +0.2%
MPWT
1312
MassMutual Private Wealth & Trust
Connecticut
$751K -$923K -17,629 -56%
SMC
1313
Smith, Moore & Co
Missouri
$751K +$77.4K +1,477 +12%
SW
1314
SteelPeak Wealth
California
$750K +$730K +13,939 New
CIAS
1315
Capital Investment Advisory Services
North Carolina
$749K +$132K +2,518 +22%
NIM
1316
NuWave Investment Management
New Jersey
$748K +$686K +13,092 +1,641%
FI
1317
Fosun International
China
$744K -$52.6K -1,005 -7%
SMFS
1318
Squar Milner Financial Services
California
$743K -$17.4K -332 -2%
AMIM
1319
Aull & Monroe Investment Management
Alabama
$742K – – –
LCM
1320
Leisure Capital Management
California
$740K -$33.5K -639 -4%
PA
1321
PSI Advisors
Florida
$739K +$720K +13,750 New
TIA
1322
Traphagen Investment Advisors
New Jersey
$738K +$3.09K +59 +0.4%
CCWA
1323
CLA (CliftonLarsonAllen) Wealth Advisors
Minnesota
$738K -$70K -1,337 -9%
KJWM
1324
Kiley Juergens Wealth Management
Washington
$737K +$105K +2,000 +17%
WLPWM
1325
Walled Lake Planning & Wealth Management
Illinois
$735K +$716K +13,664 New
51 52
53
54 55