WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EMAM
1651
Encompass More Asset Management
California
$353K +$30.2K +512 +9%
AP
1652
Atwood & Palmer
Missouri
$352K – – –
PTB
1653
Pioneer Trust Bank
Oregon
$350K – – –
FFO
1654
Fortitude Family Office
Arizona
$350K +$12K +203 +4%
IAG
1655
Investment Advisory Group
Massachusetts
$349K +$1.24K +21 +0.4%
CWG
1656
Cornerstone Wealth Group
North Carolina
$349K +$49.7K +842 +17%
ACM
1657
Arcataur Capital Management
Wisconsin
$348K -$3.54K -60 -1%
PMSA
1658
Patrick M. Sweeney & Associates
Illinois
$348K +$39K +660 +12%
WF
1659
Wayfinding Financial
Washington
$346K -$24.4K -413 -7%
BI
1660
Ballast Inc
Kentucky
$345K +$7.26K +123 +2%
BBW
1661
Blue Barn Wealth
Utah
$345K +$18.6K +315 +6%
ZIG
1662
Zullo Investment Group
Pennsylvania
$345K -$236 -4 -0.1%
CC
1663
Callan Capital
California
$345K +$20.2K +342 +6%
MCA
1664
MSH Capital Advisors
Arizona
$343K +$649 +11 +0.2%
ITIM
1665
Indiana Trust & Investment Management
Indiana
$343K +$45.2K +765 +15%
ST
1666
Smithfield Trust
Pennsylvania
$342K -$4.43K -75 -1%
PCM
1667
Parsons Capital Management
Rhode Island
$342K – – –
VWA
1668
Visionary Wealth Advisors
Illinois
$341K -$39.5K -669 -10%
SF
1669
Slagle Financial
Illinois
$340K -$2.31M -39,131 -87%
GFS
1670
GYL Financial Synergies
Connecticut
$340K -$87.3K -1,478 -21%
NCM
1671
Narwhal Capital Management
Georgia
$339K -$3.42K -58 -1%
SGI
1672
Summit Global Investments
Utah
$339K -$6.61K -112 -2%
CFP
1673
Cascade Financial Partners
California
$336K -$59K -1,000 -15%
BOH
1674
Bank of Hawaii
Hawaii
$336K +$53.6K +908 +19%
GCM
1675
G2 Capital Management
Ohio
$335K – – –
65 66
67
68 69