We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VCM
1601
Virtue Capital Management
Tennessee
$523K +$47.7K +635 +10%
LA
1602
Lakeside Advisors
Washington
$522K – – –
CT
1603
Coastline Trust
Rhode Island
$522K +$47K +626 +9%
EA
1604
Everpar Advisors
Oklahoma
$522K +$5.41K +72 +1%
WCG
1605
Weaver Consulting Group
California
$522K +$676 +9 +0.1%
TCB
1606
Texas Capital Bancshares
Texas
$521K -$2.93K -39 -0.5%
DC
1607
Defender Capital
North Carolina
$521K +$544K +7,250 New
HR
1608
Howe & Rusling
New York
$519K -$28.2K -375 -5%
AFT
1609
Alpha Family Trust
California
$518K – – –
CA
1610
Cambridge Advisors
Nebraska
$518K +$5.03K +67 +0.9%
SIM
1611
Sentry Investment Management
Wisconsin
$517K +$143K +1,898 +30%
WDL
1612
Well Done LLC
Michigan
$514K -$18.1K -241 -3%
EW
1613
Elyxium Wealth
California
$514K +$537K +7,156 New
SAM
1614
Summit Asset Management
Tennessee
$513K – – –
VP
1615
Verum Partners
North Carolina
$512K +$1.35K +18 +0.3%
CCWM
1616
Cassaday & Co Wealth Management
Virginia
$512K +$36K +479 +7%
PWA
1617
Physician Wealth Advisors
Utah
$510K -$3.98K -53 -0.7%
SAM
1618
S.A. Mason
Michigan
$510K – – –
RZH
1619
Relyea Zuckerberg Hanson
Connecticut
$510K +$18.4K +245 +4%
CA
1620
CoreCap Advisors
Michigan
$509K +$108K +1,433 +25%
MA
1621
MONECO Advisors
Connecticut
$509K +$5.03K +67 +1%
KSWA
1622
Kathleen S. Wright Associates
Pennsylvania
$509K – – –
CA
1623
Capital Advantage
California
$508K – – –
DIM
1624
Delta Investment Management
California
$508K -$18.3K -244 -3%
JWBC
1625
John W. Brooker & Co
California
$508K – – –
63 64
65
66 67