We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFC
1351
Blue Fin Capital
Rhode Island
$986K -$39.4K -695 -4%
MIC
1352
Meridian Investment Counsel
California
$985K -$32.9K -580 -3%
AIM
1353
Aspen Investment Management
Michigan
$984K -$17K -300 -2%
CAAS
1354
Capital Asset Advisory Services
Michigan
$983K -$131K -2,300 -12%
CWP
1355
Capital Wealth Planning
Florida
$982K -$1.67M -29,348 -62%
WA
1356
WealthTrust Axiom
Pennsylvania
$981K -$2.84K -50 -0.3%
CA
1357
Continuum Advisory
Idaho
$973K +$992K +17,483 New
WP
1358
WealthSource Partners
California
$969K -$23.9K -421 -2%
FCCM
1359
First City Capital Management
Georgia
$969K -$4.14K -73 -0.4%
MBT
1360
Monroe Bank & Trust
Michigan
$968K -$106K -1,860 -10%
GLI
1361
Guardian Life Insurance
New York
$968K +$4.25K +75 +0.4%
CCM
1362
Coldstream Capital Management
Washington
$967K -$865K -15,243 -47%
LJAC
1363
L.J. Altfest & Co
New York
$963K -$15.8K -278 -2%
LNC
1364
Lincoln National Corp
Pennsylvania
$961K +$98.3K +1,733 +11%
WEC
1365
Winslow Evans & Crocker
Massachusetts
$959K -$86K -1,516 -8%
FHC
1366
First Heartland Consultants
Missouri
$958K -$44.3K -780 -4%
IB
1367
Intrust Bank
Kansas
$954K -$52.7K -929 -5%
CCM
1368
Condor Capital Management
New Jersey
$954K -$24K -423 -2%
IIM
1369
Ipswich Investment Management
Massachusetts
$944K -$35.4K -624 -4%
JFA
1370
Johanson Financial Advisors
California
$935K +$950K +16,748 New
CCT
1371
Country Club Trust
Missouri
$929K -$29.7K -524 -3%
IAMOG
1372
Investors Asset Management of Georgia
Georgia
$923K -$20.6K -363 -2%
WSL
1373
Western Standard LLC
California
$923K +$941K +16,577 New
HCA
1374
Harbour Capital Advisors
Virginia
$923K – – –
AIA
1375
AIMZ Investment Advisors
California
$918K – – –
53 54
55
56 57