We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EF
1426
Exeter Financial
Arizona
$548K +$3.05K +62 +0.5%
SSWM
1427
Sheets Smith Wealth Management
North Carolina
$545K -$28.7K -584 -5%
TCM
1428
Tributary Capital Management
Nebraska
$541K +$148K +3,000 +37%
TFF
1429
The Family Firm
Maryland
$540K +$1.43K +29 +0.3%
CA
1430
Claro Advisors
Massachusetts
$538K -$68.5K -1,393 -11%
SHGA
1431
Sand Hill Global Advisors
California
$537K -$46.5K -945 -8%
PAIM
1432
Punch & Associates Investment Management
Minnesota
$537K -$24.6K -500 -4%
FHA
1433
Flagship Harbor Advisors
Massachusetts
$536K -$86.2K -1,753 -14%
GBBWRPM
1434
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$533K +$79.5K +1,616 +17%
TRAM
1435
Tuscan Ridge Asset Management
Illinois
$533K +$543K +11,035 New
VCM
1436
Vision Capital Management
Oregon
$531K +$14K +285 +3%
NFGCM
1437
Norman Fields Gottscho Capital Management
New York
$531K +$540K +10,980 New
OAM
1438
Occidental Asset Management
California
$529K +$112K +2,287 +26%
CCG
1439
Chatham Capital Group
Georgia
$528K -$49.2K -1,000 -8%
CFA
1440
Cahill Financial Advisors
Minnesota
$528K +$3.25K +66 +0.6%
AF
1441
Allworth Financial
California
$523K -$629K -12,790 -54%
JLBC
1442
J.L. Bainbridge & Co
Florida
$523K +$211K +4,283 +66%
OCM
1443
Osterweis Capital Management
California
$522K
RCM
1444
RB Capital Management
Nevada
$522K +$639 +13 +0.1%
PB
1445
Pinnacle Bancorp
Nebraska
$521K
JC
1446
Jacobs & Co
California
$520K -$19.7K -400 -4%
OIA
1447
Optimum Investment Advisors
Illinois
$520K
FA
1448
FCG Advisors
New Jersey
$520K +$4.33K +88 +0.8%
FAT
1449
First American Trust
California
$516K -$41.8K -850 -7%
WC
1450
Woodstock Corp
Massachusetts
$516K -$34.4K -700 -6%