We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
1351
Transamerica Financial Advisors
Florida
$958K +$77.6K +1,621 +8%
PAS
1352
Partnervest Advisory Services
California
$957K +$98.7K +2,062 +11%
BFPW
1353
BOK Financial Private Wealth
Colorado
$956K +$28.2K +590 +3%
EM
1354
ELCO Management
New York
$950K +$1.03M +21,450 New
NBC
1355
Neuberger Berman Canada
Ontario, Canada
$944K +$58.2K +1,216 +6%
BCA
1356
Benchmark Capital Advisors
New York
$943K -$64.6K -1,350 -6%
BFA
1357
Benedict Financial Advisors
Georgia
$942K -$457K -9,544 -31%
CPA
1358
Capital Planning Advisors
California
$942K -$9.57K -200 -0.9%
TWA
1359
TCI Wealth Advisors
Arizona
$941K +$4.55K +95 +0.4%
NG
1360
Northstar Group
New York
$941K +$50.5K +1,055 +5%
H
1361
Hexavest
Quebec, Canada
$940K
BFEC
1362
Benjamin F. Edwards & Company
Missouri
$939K +$115K +2,406 +13%
WC
1363
Woodstock Corp
Massachusetts
$938K -$4.07K -85 -0.4%
QCG
1364
Quadrant Capital Group
Ohio
$934K +$2.2K +46 +0.2%
DCM
1365
Dynamic Capital Management
Jersey
$930K -$1.21M -25,365 -55%
SIG
1366
Stanford Investment Group
California
$927K +$441K +9,208 +79%
MCM
1367
Murphy Capital Management
New Jersey
$922K -$1.14M -23,904 -53%
BIM
1368
Baldwin Investment Management
Pennsylvania
$922K -$26.3K -550 -3%
LPT
1369
Legacy Private Trust
Wisconsin
$921K -$1.55M -32,401 -61%
SHGA
1370
Sand Hill Global Advisors
California
$910K -$3.96M -82,732 -80%
WPC
1371
White Pine Capital
Minnesota
$905K -$29.4K -615 -3%
VCM
1372
Vision Capital Management
Oregon
$903K +$539K +11,270 +124%
HWA
1373
Heritage Wealth Advisors
Virginia
$899K +$202K +4,226 +26%
GD
1374
Grandfield & Dodd
New York
$899K +$240K +5,010 +33%
NIMI
1375
Natixis Investment Managers International
France
$892K -$869K -18,153 -47%