We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SQA
1401
Simon Quick Advisors
New Jersey
$841K +$4.25K +75 +0.5%
AssetMark Inc
1402
AssetMark Inc
California
$836K -$14.6K -257 -2%
MGIA
1403
Moneta Group Investment Advisors
Missouri
$832K -$16.8K -296 -2%
FUBT
1404
First United Bank & Trust
Maryland
$831K -$126K -2,216 -13%
LC
1405
LCNB Corp
Ohio
$826K -$27.4K -483 -3%
PFS
1406
Prospera Financial Services
Texas
$825K -$73K -1,286 -8%
SFA
1407
Sequoia Financial Advisors
Ohio
$822K -$70.3K -1,239 -8%
RIM
1408
Regent Investment Management
Kentucky
$817K +$203K +3,580 +32%
FWCM
1409
First Western Capital Management
California
$815K -$290K -5,112 -26%
WMSA
1410
Weiss Multi-Strategy Advisers
New York
$815K +$831K +14,637 New
CCMD
1411
Cypress Capital Management (Delaware)
Delaware
$813K +$275K +4,851 +50%
LCM
1412
Liberty Capital Management
Michigan
$811K
BCM
1413
Brookstone Capital Management
Illinois
$804K -$70.8K -1,248 -8%
FNBTCON
1414
First National Bank & Trust Co of Newtown
Pennsylvania
$803K
DT
1415
Diversified Trust
Tennessee
$803K +$340 +6 +0%
PFS
1416
Physicians Financial Services
North Carolina
$800K +$5.79K +102 +0.7%
CEP
1417
Chicago Equity Partners
Illinois
$795K -$15.9K -280 -2%
CA
1418
Cornerstone Advisory
Maryland
$793K -$11.2K -197 -1%
TIA
1419
Tiemann Investment Advisors
California
$792K -$106K -1,863 -12%
LJHT
1420
Laurie J. Hall Trustee
$790K -$5.11K -90 -0.6%
NIA
1421
Northstar Investment Advisors
Colorado
$783K -$90.8K -1,600 -10%
WPA
1422
West Paces Advisors
Georgia
$778K
NAM
1423
Needelman Asset Management
California
$772K
VCM
1424
Vision Capital Management
Oregon
$770K +$131K +2,300 +20%
JCM
1425
Jacobi Capital Management
Pennsylvania
$764K +$6.24K +110 +0.8%