We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SAMT
1626
Select Asset Management & Trust
Pennsylvania
$211K +$192K +5,411 New
BFO
1627
Boston Family Office
Massachusetts
$211K +$192K +5,417 New
FHC
1628
First Horizon Corporation
Tennessee
$210K – – –
ACM
1629
AlphaStar Capital Management
North Carolina
$210K +$190K +5,368 New
ET
1630
Equitable Trust
Tennessee
$210K +$190K +5,368 New
RCG
1631
Rock Creek Group
District of Columbia
$209K -$125K -3,523 -40%
B
1632
Bailard
California
$208K +$188K +5,316 New
BFPW
1633
BOK Financial Private Wealth
Colorado
$208K +$189K +5,328 New
CC
1634
Constitution Capital
Connecticut
$207K +$188K +5,300 New
CG
1635
CFO4Life Group
Texas
$206K +$187K +5,269 New
RIM
1636
Rockbridge Investment Management
New York
$205K +$2.16K +61 +1%
PCP
1637
Proficio Capital Partners
Massachusetts
$205K +$186K +5,242 New
TCM
1638
Traynor Capital Management
Pennsylvania
$204K -$111K -3,132 -37%
CT
1639
Coastline Trust
Rhode Island
$204K +$185K +5,221 New
GSBTD
1640
Glenview State Bank Trust Department
Illinois
$203K +$184K +5,210 New
NQWM
1641
Northwest Quadrant Wealth Management
Oregon
$202K +$183K +5,164 New
FM
1642
Family Management
New York
$202K +$183K +5,173 New
NDSI
1643
Newman Dignan & Sheerar Inc
Rhode Island
$201K +$182K +5,140 New
CFO
1644
CVA Family Office
Colorado
$200K +$110K +3,116 +156%
VAM
1645
Vontobel Asset Management
New York
$200K +$185K +5,215 New
SFO
1646
Standard Family Office
South Dakota
$196K -$49.6K -1,400 -22%
CCG
1647
Ceeto Capital Group
Florida
$195K – – –
LB
1648
Legacy Bridge
Iowa
$188K – – –
WOC
1649
West Oak Capital
California
$188K +$143K +4,050 +540%
ACM
1650
AUA Capital Management
Pennsylvania
$183K – – –
64 65
66
67 68