We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ECA
1451
Elevated Capital Advisors
Utah
$818K +$682K +7,937 +339%
JSSH
1452
J. Safra Sarasin Holding
$817K +$431K +5,016 +96%
WCA
1453
Westover Capital Advisors
Delaware
$816K – – –
MBT
1454
Montecito Bank & Trust
California
$815K – – –
WA
1455
Waddell & Associates
Tennessee
$814K +$158K +1,836 +22%
IP
1456
Indivisible Partners
Florida
$810K +$26.5K +309 +3%
SB
1457
Strategic Blueprint
Georgia
$810K +$54.5K +634 +7%
TWM
1458
TRB Wealth Management
Texas
$805K +$869K +10,112 New
1WA
1459
180 Wealth Advisors
Washington
$804K -$21.5K -250 -2%
WB
1460
Webster Bank
Connecticut
$803K – – –
FFIC
1461
First Fiduciary Investment Counsel
Ohio
$802K – – –
BRWM
1462
Blue Rock Wealth Management
North Carolina
$801K – – –
KAS
1463
KPP Advisory Services
Kentucky
$800K +$39.9K +465 +5%
WI
1464
WrapManager Inc
California
$799K -$27.7K -322 -3%
BW
1465
BIP Wealth
Georgia
$798K -$174K -2,024 -17%
WIC
1466
Woodmont Investment Counsel
Tennessee
$798K +$6.18K +72 +0.7%
PCM
1467
Parsons Capital Management
Rhode Island
$796K +$391K +4,550 +83%
FPCP
1468
Fort Point Capital Partners
California
$795K +$366K +4,262 +74%
VWM
1469
Venturi Wealth Management
Texas
$795K +$67.1K +781 +8%
HAM
1470
Harmony Asset Management
Arizona
$794K -$5.15K -60 -0.6%
ZIG
1471
Zuckerman Investment Group
Illinois
$794K – – –
WCM
1472
Weaver Capital Management
Georgia
$793K +$35.5K +413 +4%
AF
1473
Avanza Fonder
Sweden
$793K – – –
HP
1474
Holistic Planning
Texas
$791K -$14.3K -167 -2%
RMDI
1475
R.M. Davis Inc
Maine
$789K +$63.1K +735 +8%
57 58
59
60 61