We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
NC
1651
NewSquare Capital
Pennsylvania
$36K +$2.85K +104 +8%
APWM
1652
Atlas Private Wealth Management
New York
$35K -$6.62K -242 -15%
EIP
1653
Ellis Investment Partners
Pennsylvania
$35K -$3.34K -122 -8%
CFG
1654
Capstone Financial Group
Oklahoma
$34K -$719K -26,277 -95%
CWM
1655
Cranbrook Wealth Management
Michigan
$33K -$1.89K -69 -5%
TFA
1656
Transamerica Financial Advisors
Florida
$32K +$33.8K +1,234 New
BCA
1657
Berman Capital Advisors
Georgia
$31K -$39.2K -1,431 -54%
GFPC
1658
Global Financial Private Client
Florida
$30.5K
MCA
1659
Mercer Capital Advisers
New Jersey
$30K
MWC
1660
MBM Wealth Consultants
Missouri
$29K
HWA
1661
HHM Wealth Advisors
Tennessee
$29K +$5.47K +200 +21%
CFO
1662
CVA Family Office
Colorado
$26K -$52.1K -1,903 -66%
WAM
1663
Westport Asset Management
Connecticut
$26K
FWM
1664
Filbrandt Wealth Management
Wisconsin
$26K +$27.4K +1,000 New
KFS
1665
Kelly Financial Services
Massachusetts
$26K +$137 +5 +0.5%
SFFS
1666
Stonehage Fleming Financial Services
Jersey
$25K
ED
1667
Exane Derivatives
France
$24.9K -$15K -550 -36%
VRM
1668
Vectors Research Management
New York
$24K -$10.7K -391 -29%
TCCM
1669
Timber Creek Capital Management
Massachusetts
$24K
LWA
1670
Lenox Wealth Advisors
New York
$23K -$8.15K -298 -25%
YAL
1671
Your Advocates Ltd
Texas
$22K
CFFP
1672
Center for Financial Planning
Michigan
$21K -$203K -7,413 -90%
VC
1673
Veracity Capital
Georgia
$21K -$184K -6,738 -89%
AIM
1674
AIA Investment Management
Singapore
$21K +$16.6K +607 +286%
PA
1675
Procyon Advisors
Connecticut
$20K -$6.92K -253 -24%