We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
LA
1451
LVW Advisors
New York
$514K -$33.1K -561 -6%
WPWM
1452
Western Pacific Wealth Management
Illinois
$509K -$9.68K -164 -2%
VA
1453
Valmark Advisers
Ohio
$509K +$78K +1,321 +18%
AMIM
1454
Aull & Monroe Investment Management
Alabama
$507K
FPCP
1455
Fort Point Capital Partners
California
$507K -$8.86K -150 -2%
KCM
1456
Kathmere Capital Management
Pennsylvania
$505K +$34.9K +592 +7%
FB
1457
First Bancorp
Maine
$505K -$2.95K -50 -0.6%
WSFS
1458
Wilmington Savings Fund Society
Delaware
$502K +$197K +3,332 +65%
SXL
1459
Summit X LLC
Missouri
$499K +$274K +4,640 +119%
SCA
1460
Sippican Capital Advisors
Massachusetts
$493K
AP
1461
Americana Partners
Texas
$492K +$16.9K +286 +4%
GC
1462
Gratus Capital
Georgia
$492K +$80.1K +1,356 +20%
SFG
1463
SNS Financial Group
Minnesota
$491K -$25K -424 -5%
FCIM
1464
Fairview Capital Investment Management
California
$490K -$50.2K -850 -9%
WA
1465
Wealth Architects
California
$490K -$1.83K -31 -0.4%
IB
1466
Intrust Bank
Kansas
$488K -$19.1K -323 -4%
EA
1467
Everpar Advisors
Oklahoma
$484K +$31.6K +536 +7%
CIC
1468
Cutler Investment Counsel
Oregon
$483K
BFG
1469
Berger Financial Group
Minnesota
$483K +$42.3K +716 +10%
LI
1470
LRI Investments
Florida
$482K +$203K +3,437 +73%
BWG
1471
Beta Wealth Group
California
$482K -$708 -12 -0.1%
NP
1472
Nilsine Partners
Colorado
$482K +$945 +16 +0.2%
MMG
1473
Monetary Management Group
Missouri
$479K
RCA
1474
Resonant Capital Advisors
Wisconsin
$479K +$98.5K +1,669 +26%
OWIM
1475
Old West Investment Management
California
$477K +$474K +8,037 New