We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1351
WealthPlan Investment Management
Nebraska
$966K -$9K -111 -1%
MFS
1352
Mattson Financial Services
Michigan
$962K +$930K +11,474 New
AIA
1353
AIMZ Investment Advisors
California
$962K
WIM
1354
Wittenberg Investment Management
Massachusetts
$957K -$29K -358 -3%
FTC
1355
Farmers Trust Company
Ohio
$956K -$33.2K -410 -3%
DBIA
1356
Dumont & Blake Investment Advisors
New Jersey
$955K +$9.08K +112 +1%
KTC
1357
Kentucky Trust Company
Kentucky
$953K -$8.11K -100 -0.9%
POIA
1358
Pin Oak Investment Advisors
Texas
$951K +$204K +2,521 +29%
GC
1359
GatePass Capital
Ohio
$948K +$487 +6 +0.1%
LWM
1360
Liberty Wealth Management
California
$948K +$892 +11 +0.1%
WCM
1361
Winebrenner Capital Management
Kentucky
$946K
NIA
1362
NBZ Investment Advisors
Tennessee
$945K
PFSC
1363
Peoples Financial Services Corp
Pennsylvania
$944K -$38.1K -470 -4%
FFM
1364
Flagstone Financial Management
Nebraska
$944K +$973 +12 +0.1%
TFO
1365
Tarbox Family Office
California
$942K +$1.22K +15 +0.1%
EW
1366
Element Wealth
Mississippi
$939K -$7.46K -92 -0.8%
CH
1367
Cromwell Holdings
Wyoming
$936K
PMG
1368
Private Management Group
California
$935K -$2.11K -26 -0.2%
ANC
1369
Ames National Corp
Iowa
$933K
AP
1370
Appleton Partners
Massachusetts
$931K +$7.7K +95 +0.9%
PA
1371
PFW Advisors
Georgia
$928K
PCA
1372
Providence Capital Advisors
North Carolina
$927K -$182K -2,239 -17%
SEIA
1373
Signature Estate & Investment Advisors
California
$924K +$135K +1,669 +18%
KJWM
1374
Kiley Juergens Wealth Management
Washington
$922K -$27.9K -344 -3%
WBCM
1375
Wilson & Boucher Capital Management
California
$922K -$64.9K -800 -7%