We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PCP
1576
Proficio Capital Partners
Massachusetts
$340K +$141K +2,992 +80%
HL
1577
HeadInvest LLC
Maine
$339K +$76.6K +1,626 +32%
DIA
1578
Dana Investment Advisors
Wisconsin
$337K -$17.1K -362 -5%
JSL
1579
JT Stratford LLC
Georgia
$337K +$315K +6,686 New
AWM
1580
Aevitas Wealth Management
Massachusetts
$334K +$1.6K +34 +0.5%
EB
1581
Eastern Bank
Massachusetts
$333K -$895 -19 -0.3%
Aristotle Capital Management
1582
Aristotle Capital Management
California
$333K
MSAM
1583
Moloney Securities Asset Management
Missouri
$333K +$30.6K +650 +11%
SMFS
1584
Squar Milner Financial Services
California
$333K +$124K +2,622 +23%
SHJ
1585
Sharkey, Howes & Javer
Colorado
$332K
CPO
1586
Cerity Partners OCIO
New York
$331K +$4.9K +104 +2%
SXL
1587
Summit X LLC
Missouri
$330K -$3.06K -65 -1%
BFG
1588
Bouchey Financial Group
New York
$330K
MJP
1589
Michael J. Puzo
$328K
EWM
1590
Empirical Wealth Management
Washington
$326K +$56.1K +1,191 +23%
FHA
1591
Flagship Harbor Advisors
Massachusetts
$325K -$187K -3,978 -38%
HCM
1592
Hollencrest Capital Management
California
$325K
Loomis, Sayles & Company
1593
Loomis, Sayles & Company
Massachusetts
$324K -$1.21M -25,772 -80%
CVM
1594
Cheviot Value Management
California
$324K +$7.16K +152 +2%
AFC
1595
AFT Forsyth & Company
Florida
$320K -$108K -2,300 -27%
LBD
1596
Landsberg Bennett & Dubbaneh
Florida
$320K +$330 +7 +0.1%
KTC
1597
Kistler-Tiffany Companies
Pennsylvania
$319K -$16.7K -354 -5%
TSW
1598
Thompson Siegel & Walmsley
Virginia
$319K -$11.8K -250 -4%
P
1599
&Partners
Tennessee
$319K +$4.71K +100 +2%
JLBC
1600
J.L. Bainbridge & Co
Florida
$318K -$149K -3,160 -33%