We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AWA
1476
Arete Wealth Advisors
Illinois
$590K +$82K +1,381 +14%
CPA
1477
Capital Planning Advisors
California
$588K
Twin Tree Management
1478
Twin Tree Management
Texas
$587K -$1.11M -18,769 -63%
TFF
1479
The Family Firm
Maryland
$585K -$3.21K -54 -0.5%
DCM
1480
Delpha Capital Management
New York
$584K +$562K +9,453 +556%
NWM
1481
Northwest Wealth Management
Iowa
$582K -$16.4K -276 -2%
SSWM
1482
Smith Salley Wealth Management
North Carolina
$581K -$12.9M -216,602 -95%
PWA
1483
Providence Wealth Advisors
Illinois
$580K +$671K +11,302 New
LPT
1484
Legacy Private Trust
Wisconsin
$577K -$11.3K -190 -2%
PP
1485
PrairieView Partners
Minnesota
$564K +$238 +4 +0%
BB
1486
Bell Bank
North Dakota
$562K -$71.5K -1,203 -10%
ADL
1487
Asset Dedication LLC
California
$562K -$6.89K -116 -1%
NIA
1488
Northstar Investment Advisors
Colorado
$562K
CWM
1489
Cornerstone Wealth Management
Missouri
$554K -$52.2K -879 -8%
OIA
1490
Optimum Investment Advisors
Illinois
$554K -$30.1K -507 -5%
BAAM
1491
Baker Avenue Asset Management
California
$552K +$56.6K +952 +10%
PWPS
1492
Pinnacle Wealth Planning Services
Ohio
$552K +$427K +7,192 +215%
WCM
1493
Whitener Capital Management
North Carolina
$547K -$17.2K -289 -3%
GAM
1494
Gould Asset Management
California
$545K -$3.56K -60 -0.6%
FAB
1495
First American Bank
Illinois
$543K +$18.8K +317 +3%
CPC
1496
Congress Park Capital
New York
$542K -$2.34M -39,456 -79%
SAM
1497
Shamrock Asset Management
Texas
$540K -$23.2K -390 -4%
WC
1498
Weil Company
California
$537K +$238K +4,000 +64%
CWA
1499
Cypress Wealth Advisors
California
$536K +$54.4K +916 +10%
GLI
1500
Guardian Life Insurance
New York
$535K -$254K -4,269 -30%