We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCA
1451
Cobblestone Capital Advisors
New York
$813K +$21.6K +443 +3%
BWM
1452
Bernicke Wealth Management
Wisconsin
$810K +$6.14K +126 +0.7%
TWI
1453
Thomas White International
Illinois
$807K -$537K -11,009 -39%
FUBT
1454
First United Bank & Trust
Maryland
$804K +$828K +16,985 New
C
1455
CFO4Life
Texas
$795K -$82.1K -1,683 -9%
CAAS
1456
Capital Asset Advisory Services
Michigan
$793K +$17.1K +350 +2%
MFW
1457
Mosaic Family Wealth
Missouri
$790K +$314K +6,448 +63%
SWM
1458
Stockman Wealth Management
Montana
$780K +$342K +7,021 +74%
NSIM
1459
North Star Investment Management
Illinois
$779K -$26K -534 -3%
PFC
1460
Phocas Financial Corp
California
$779K -$6.34K -130 -0.8%
IH
1461
IFC Holdings
Florida
$774K +$240K +4,920 +43%
HWA
1462
Heritage Wealth Advisors
Virginia
$758K +$380K +7,790 +94%
FIM
1463
Freedom Investment Management
Connecticut
$757K +$262K +5,365 +51%
CF
1464
CenterStar Fund
Illinois
$755K – – –
BAM
1465
Barrett Asset Management
New York
$753K -$19.5K -400 -2%
AIM
1466
Advantage Investment Management
Iowa
$753K +$306K +6,278 +65%
WCM
1467
Windsor Capital Management
Arizona
$751K -$18.4K -377 -2%
SAM
1468
Shamrock Asset Management
Texas
$745K +$101K +2,063 +15%
CWA
1469
Cypress Wealth Advisors
California
$743K +$4.53K +93 +0.6%
TAM
1470
Timucuan Asset Management
Florida
$741K – – –
OC
1471
Oakworth Capital
Alabama
$741K +$1.95K +40 +0.3%
FNBTCON
1472
First National Bank & Trust Co of Newtown
Pennsylvania
$740K -$18.7K -383 -3%
WCBA
1473
Weaver C. Barksdale & Associates
Tennessee
$739K – – –
WG
1474
Welch Group
Alabama
$735K -$76.6K -1,572 -9%
PL
1475
Plancorp LLC
Missouri
$727K +$261K +5,350 +54%
57 58
59
60 61