We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HR
1651
Howe & Rusling
New York
$548K -$28.3K -393 -5%
RZH
1652
Relyea Zuckerberg Hanson
Connecticut
$548K -$19K -264 -4%
SAM
1653
Secure Asset Management
Michigan
$547K +$48.1K +667 +11%
PSB
1654
Piscataqua Savings Bank
New Hampshire
$546K -$3.6K -50 -0.7%
NHT
1655
New Hampshire Trust
New Hampshire
$544K -$20.2K -280 -4%
FPCP
1656
Fort Point Capital Partners
California
$542K -$14.2K -197 -3%
LRIA
1657
Leonard Rickey Investment Advisors
Washington
$541K +$22.1K +306 +5%
CP
1658
Canopy Partners
Ohio
$541K +$9.95K +138 +2%
DMC
1659
Drexel Morgan & Co
Pennsylvania
$541K – – –
PRP
1660
Peak Retirement Planning
Ohio
$540K +$11.5K +159 +2%
BWM
1661
BlackDiamond Wealth Management
New York
$540K +$96.3K +1,335 +25%
HBT
1662
Heartland Bank & Trust
Illinois
$540K -$10.7K -149 -2%
MS
1663
Maven Securities
Jersey
$540K +$59.6K +826 +14%
LA
1664
Lynch & Associates
Indiana
$539K +$9.73K +135 +2%
TC
1665
TFR Capital
Texas
$539K -$6.2K -86 -1%
OFG
1666
Oxford Financial Group
Indiana
$538K -$48.6K -674 -9%
CAI
1667
Capital Advisors Inc
Oklahoma
$536K +$210K +2,908 +77%
OL
1668
Optas LLC
Texas
$536K -$443K -6,151 -48%
TIM
1669
Thompson Investment Management
Wisconsin
$535K – – –
BC
1670
Belmont Capital
California
$532K – – –
CFG
1671
Cooper Financial Group
California
$531K -$91.8K -1,273 -16%
FFO
1672
Fortitude Family Office
Arizona
$530K -$59.6K -827 -11%
RLH
1673
RD Lewis Holdings
Florida
$529K +$39.7K +550 +9%
IF
1674
Intrua Financial
Texas
$526K +$31K +430 +7%
PC
1675
Permanens Capital
New York
$526K -$77.9K -1,080 -14%
65 66
67
68 69