We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
ONST
1476
Old North State Trust
North Carolina
$750K -$47.4K -585 -6%
TTIC
1477
Tower Trust & Investment Company
Iowa
$747K
WLPWM
1478
Walled Lake Planning & Wealth Management
Illinois
$744K
LCWP
1479
Legacy Capital Wealth Partners
Arkansas
$740K +$31.9K +393 +5%
PWM
1480
Prentice Wealth Management
New York
$740K -$17.7K -218 -2%
BFWA
1481
Benchmark Financial Wealth Advisors
Florida
$740K -$649 -8 -0.1%
FMB
1482
Field & Main Bank
Kentucky
$739K +$46.2K +570 +7%
CA
1483
Cumberland Advisors
Florida
$738K -$162K -2,000 -19%
MA
1484
MCF Advisors
Kentucky
$736K +$131K +1,619 +23%
LA
1485
LVW Advisors
New York
$732K +$123K +1,512 +21%
CIM
1486
CIM Investment Management
Pennsylvania
$731K -$7.38K -91 -1%
CWG
1487
Cornerstone Wealth Group
North Carolina
$729K -$14.8K -183 -2%
MFA
1488
Mayflower Financial Advisors
Massachusetts
$725K +$260K +3,202 +59%
CWA
1489
Cornerstone Wealth Advisors
Minnesota
$725K +$140K +1,729 +25%
TL
1490
Tradewinds LLC
North Carolina
$724K +$700K +8,637 New
CAC
1491
Core Alternative Capital
Georgia
$724K -$322K -3,971 -32%
CA
1492
Capital Advantage
California
$724K
FI
1493
Financial Insights
Washington
$722K +$102K +1,258 +17%
APW
1494
Austin Private Wealth
Texas
$721K +$22.5K +278 +3%
HI
1495
Hudock Inc
Pennsylvania
$717K -$17.6K -217 -2%
ISFAN
1496
Investor's Fiduciary Advisor Network
Washington
$717K +$1.62K +20 +0.2%
LFA
1497
Lauterbach Financial Advisors
Texas
$713K +$28.1K +347 +4%
OL
1498
Optas LLC
Texas
$712K +$147K +1,807 +27%
SRC
1499
Shufro Rose & Co
New York
$711K
SIA
1500
Strategic Investment Advisors
Michigan
$710K -$115K -1,412 -14%