We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IAG
1626
Investment Advisory Group
Massachusetts
$244K +$44 +1 +0%
SSC
1627
Syverson Strege & Co
Iowa
$244K +$15.8K +359 +6%
FPAS
1628
Focus Partners Advisor Solutions
Missouri
$242K -$3.6K -82 -1%
CCIA
1629
Cherry Creek Investment Advisors
Colorado
$241K +$1.01K +23 +0.4%
BW
1630
Bison Wealth
Georgia
$240K +$88 +2 +0%
MFG
1631
Magnus Financial Group
New York
$240K +$47.7K +1,087 +22%
RP
1632
Riverbridge Partners
Minnesota
$239K – – –
DA
1633
Denali Advisors
California
$239K +$35.1K +800 +15%
EFSCE
1634
Enterprise Financial Services Corp (EFSC)
Missouri
$238K -$129K -2,930 -33%
UWPG
1635
Ullmann Wealth Partners Group
Florida
$238K -$38.5K -878 -13%
KNW
1636
Kesler Norman & Wride
Utah
$238K +$439 +10 +0.2%
SMA
1637
Sage Mountain Advisors
Georgia
$238K +$3.91K +89 +1%
AA
1638
Advisory Alpha
Michigan
$238K +$30K +683 +13%
KFP
1639
KMG Fiduciary Partners
Ohio
$237K -$1.27K -29 -0.5%
SIA
1640
SeaBridge Investment Advisors
New Jersey
$237K – – –
WPP
1641
Whalerock Point Partners
Rhode Island
$237K +$21.9K +500 +9%
HPWM
1642
Highland Private Wealth Management
Washington
$237K +$58.5K +1,333 +28%
WP
1643
WMS Partners
Maryland
$237K +$266K +6,062 New
BWP
1644
Bernardo Wealth Planning
Pennsylvania
$236K – – –
MSFS
1645
Main Street Financial Solutions
Pennsylvania
$236K +$22.6K +516 +9%
GL
1646
Graypoint LLC
New York
$235K -$165K -3,758 -39%
CG
1647
CFO4Life Group
Texas
$235K -$56.8K -1,294 -19%
JAIC
1648
Josh Arnold Investment Consultant
Minnesota
$235K – – –
CWP
1649
Concord Wealth Partners
Virginia
$234K -$15.3K -349 -6%
GCS
1650
Gordian Capital (Singapore)
Singapore
$234K +$262K +5,975 New
64 65
66
67 68