We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TCOO
1451
Trust Company of Oklahoma
Oklahoma
$593K – – –
IOOF
1452
Independent Order of Foresters
Ontario, Canada
$589K – – –
EDRE
1453
Edmond de Rothschild (Europe)
Luxembourg
$587K -$603K -10,965 -49%
AIM
1454
Assured Investment Management
New York
$587K -$117K -2,124 -16%
11A
1455
10-15 Associates
New York
$587K -$24.6K -447 -4%
LIC
1456
Lodestar Investment Counsel
Illinois
$583K +$123K +2,230 +24%
GCM
1457
Glynn Capital Management
California
$579K +$620K +11,270 New
WCWM
1458
Willow Creek Wealth Management
California
$572K – – –
FIM
1459
Freedom Investment Management
Connecticut
$568K +$10.7M +195,259 +3,541%
CWA
1460
Cypress Wealth Advisors
California
$564K +$194K +3,522 +47%
CCT
1461
Country Club Trust
Missouri
$558K +$84.7K +1,540 +17%
SAS
1462
Spectrum Advisory Services
Georgia
$555K -$36.2K -658 -6%
FNB
1463
Farmers National Bank
Kentucky
$552K -$32.3K -588 -5%
IH
1464
IFC Holdings
Florida
$551K +$200K +3,634 +51%
SIG
1465
Stanford Investment Group
California
$547K – – –
PFS
1466
Prospera Financial Services
Texas
$544K -$175K -3,189 -22%
EAM
1467
Evanson Asset Management
California
$542K -$112K -2,030 -16%
OCM
1468
Osterweis Capital Management
California
$542K – – –
ACM
1469
Alpha Capital Management
Texas
$541K +$55 +1 +0%
BC
1470
Brinker Capital
Pennsylvania
$539K +$578K +10,506 New
SWM
1471
Stockman Wealth Management
Montana
$538K +$254K +4,611 +79%
VST
1472
Van Strum & Towne
California
$536K – – –
RSVP
1473
Ramsay Stattman Vela & Price
Colorado
$536K +$23.1K +420 +4%
WAS
1474
Winch Advisory Services
Wisconsin
$535K -$824K -14,984 -59%
LBC
1475
Lawrence B. Cohen
$534K +$65.2K +1,185 +13%
57 58
59
60 61