We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GLI
1401
Guardian Life Insurance
New York
$566K +$1.74K +34 +0.3%
AB
1402
Atlas Brown
Kentucky
$563K -$1.23K -24 -0.2%
FCIM
1403
Fairview Capital Investment Management
California
$562K -$67K -1,308 -10%
BAM
1404
Belpointe Asset Management
Nevada
$560K -$184K -3,600 -23%
9WM
1405
9258 Wealth Management
Ohio
$560K +$622K +12,151 New
IC
1406
InterOcean Capital
Illinois
$559K -$211K -4,129 -25%
SFA
1407
Sequoia Financial Advisors
Ohio
$558K -$37.9K -739 -6%
JDR
1408
Jay D. Rosenbaum
$558K -$1.02K -20 -0.2%
S
1409
Seeyond
France
$558K +$620K +12,114 New
SHGA
1410
Sand Hill Global Advisors
California
$556K -$204K -3,990 -25%
1WA
1411
180 Wealth Advisors
Washington
$556K -$17.4K -340 -3%
CPC
1412
Congress Park Capital
New York
$555K +$41.1K +803 +7%
CWM
1413
Cornerstone Wealth Management
Missouri
$555K +$612K +11,953 New
IWA
1414
Intercontinental Wealth Advisors
Texas
$554K -$82K -1,600 -12%
WCM
1415
Whitener Capital Management
North Carolina
$554K +$17.3K +338 +3%
BA
1416
Bristol Advisors
Pennsylvania
$553K +$615K +12,000 New
CFG
1417
Cooper Financial Group
California
$553K +$615K +12,007 New
SLF
1418
Sun Life Financial
Ontario, Canada
$552K +$1.79K +35 +0.3%
GWAG
1419
Garrett Wealth Advisory Group
Texas
$551K +$615K +12,005 New
CCG
1420
Chatham Capital Group
Georgia
$550K -$343K -6,700 -36%
SSWM
1421
Sheets Smith Wealth Management
North Carolina
$547K -$130K -2,544 -18%
BO
1422
Bank OZK
Arkansas
$546K -$2.56K -50 -0.4%
BFO
1423
Boston Family Office
Massachusetts
$546K +$89.1K +1,740 +17%
GLA
1424
Good Life Advisors
Pennsylvania
$545K -$26.7K -522 -4%
KA
1425
Kaizen Advisory
Illinois
$545K +$62.4K +1,219 +11%
55 56
57
58 59