We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SC
1401
Sepio Capital
Utah
$927K -$39.1K -487 -4%
PWP
1402
Phillips Wealth Planners
Mississippi
$925K -$168K -2,096 -16%
IWA
1403
Icon Wealth Advisors
Texas
$925K +$25.6K +319 +3%
KTC
1404
Kentucky Trust Company
Kentucky
$924K – – –
CH
1405
Cromwell Holdings
Wyoming
$923K – – –
AU
1406
AlphaGrep UK
$923K +$168K +2,094 +23%
HAM
1407
Harmony Asset Management
Arizona
$922K +$95.2K +1,185 +12%
PMG
1408
Private Management Group
California
$921K – – –
VF
1409
Virtu Financial
New York
$921K -$706K -8,780 -44%
WP
1410
Wealthspan Partners
Iowa
$919K +$7.71K +96 +0.9%
DWM
1411
Destination Wealth Management
California
$918K +$15.3K +190 +2%
SFC
1412
SYM Financial Corp
Indiana
$917K +$377K +4,689 +73%
LMFP
1413
Larry Mathis Financial Planning
Arizona
$917K +$11.1K +138 +1%
TWP
1414
Triad Wealth Partners
Kansas
$916K +$84.5K +1,052 +11%
CS
1415
Candriam SCA
Luxembourg
$915K -$1.37K -17 -0.2%
CCA
1416
Childress Capital Advisors
Texas
$914K -$94.1K -1,171 -10%
RT
1417
Rockland Trust
Massachusetts
$914K – – –
BW
1418
BIP Wealth
Georgia
$914K +$82.6K +1,028 +10%
BWS
1419
Buck Wealth Strategies
Colorado
$912K -$14.9K -185 -2%
SB
1420
Strategic Blueprint
Georgia
$911K +$69K +858 +8%
SC
1421
Scratch Capital
Idaho
$911K -$53.1K -661 -6%
HWAM
1422
Hennion & Walsh Asset Management
New Jersey
$911K +$432K +5,370 +95%
HWM
1423
Hohimer Wealth Management
Washington
$911K -$8.2K -102 -0.9%
EW
1424
Element Wealth
Mississippi
$911K +$12K +149 +1%
GIP
1425
Greatmark Investment Partners
Georgia
$909K – – –