We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DAC
1501
Dividend Assets Capital
South Carolina
$654K +$23.6K +470 +4%
ANB
1502
Amarillo National Bank
Texas
$654K +$225K +4,468 +60%
FPCG
1503
Fort Pitt Capital Group
Pennsylvania
$650K +$26.7K +531 +5%
BB
1504
Bell Bank
North Dakota
$647K -$869K -17,287 -60%
PP
1505
PagnatoKarp Partners
Virginia
$647K +$590K +11,736 New
GAG
1506
GM Advisory Group
New York
$644K +$587K +11,677 New
IOOF
1507
Independent Order of Foresters
Ontario, Canada
$641K -$134K -2,670 -19%
PFBT
1508
Parkside Financial Bank & Trust
Missouri
$641K +$48.8K +970 +9%
WCA
1509
Westover Capital Advisors
Delaware
$640K -$84.2K -1,674 -13%
SCA
1510
Salient Capital Advisors
Texas
$637K -$42.1K -837 -7%
VCM
1511
Vision Capital Management
Oregon
$636K -$445K -8,850 -43%
PCP
1512
Proficio Capital Partners
Massachusetts
$631K +$97.3K +1,936 +20%
ANTB
1513
AMG National Trust Bank
Colorado
$630K -$579K -11,510 -50%
MFBTD
1514
MB Financial Bank - Trust Department
Illinois
$627K -$15.6M -309,677 -96%
MCWS
1515
McKinley Carter Wealth Services
West Virginia
$626K +$101K +2,003 +19%
WCWM
1516
Willow Creek Wealth Management
California
$625K -$2.36K -47 -0.4%
SAM
1517
Shamrock Asset Management
Texas
$619K -$317K -6,306 -36%
CF
1518
CenterStar Fund
Illinois
$619K – – –
VST
1519
Van Strum & Towne
California
$616K – – –
BC
1520
Barnett & Company
Tennessee
$615K -$35.2K -700 -6%
ECM
1521
Ensemble Capital Management
California
$615K +$99.1K +1,970 +21%
RIM
1522
Regent Investment Management
Kentucky
$612K – – –
TAM
1523
Tealwood Asset Management
Minnesota
$610K +$557K +11,075 New
GHAM
1524
Gilman Hill Asset Management
Connecticut
$608K +$127K +2,528 +30%
SWA
1525
Sutton Wealth Advisors
Florida
$607K -$5.28K -105 -0.9%
59 60
61
62 63