We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AAS
1501
Ameritas Advisory Services
Nebraska
$757K -$172K -2,007 -17%
LBC
1502
Lane Brothers & Co
Arizona
$757K -$6.79K -79 -0.8%
CVM
1503
Cheviot Value Management
California
$756K – – –
RWA
1504
River Wealth Advisors
Pennsylvania
$756K +$22.2K +259 +3%
SC
1505
Steph & Co
Wisconsin
$755K -$30.9K -360 -4%
PA
1506
Perennial Advisors
New York
$755K -$55.5K -646 -6%
STA
1507
Smith Thornton Advisors
Alabama
$754K +$13K +151 +2%
ST
1508
Smithfield Trust
Pennsylvania
$754K – – –
ATFA
1509
All Terrain Financial Advisors
Minnesota
$751K -$104K -1,213 -11%
DE
1510
Diversified Enterprises
Delaware
$750K -$5.41K -63 -0.7%
LW
1511
Linscomb Wealth
Texas
$749K +$6.36K +74 +0.8%
FPB
1512
First PREMIER Bank
South Dakota
$749K -$4.38K -51 -0.5%
VCM
1513
Versant Capital Management
Arizona
$748K +$159K +1,851 +25%
MFA
1514
Mayflower Financial Advisors
Massachusetts
$747K +$58.1K +676 +8%
MSFS
1515
Main Street Financial Solutions
Pennsylvania
$747K +$4.81K +56 +0.6%
AP
1516
Appleton Partners
Massachusetts
$747K -$113K -1,315 -12%
TWP
1517
Triad Wealth Partners
Kansas
$746K +$165K +1,916 +26%
CCS
1518
Concentric Capital Strategies
Connecticut
$746K +$489K +5,689 +154%
SP
1519
SIH Partners
Delaware
$745K +$804K +9,360 New
FWP
1520
FAS Wealth Partners
Kansas
$741K +$18.9K +220 +2%
EA
1521
Everpar Advisors
Oklahoma
$740K -$8.33K -97 -1%
PWM
1522
Prentice Wealth Management
New York
$740K -$7.04K -82 -0.9%
FMLI
1523
Fukoku Mutual Life Insurance
Japan
$737K – – –
SAM
1524
Secure Asset Management
Michigan
$733K +$99.3K +1,156 +14%
SSG
1525
Summit Securities Group
New York
$733K +$141K +1,647 +22%
59 60
61
62 63