We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
DA
1701
Detalus Advisors
Missouri
$231K – – –
AA
1702
Advisory Alpha
Michigan
$230K +$4.07K +92 +2%
PAMG
1703
Patton Albertson Miller Group
Tennessee
$229K -$52K -1,175 -17%
BWM
1704
BlackDiamond Wealth Management
New York
$229K -$5.4K -122 -2%
PAG
1705
Powers Advisory Group
Illinois
$229K +$1.06K +24 +0.4%
CPA
1706
Capital Planning Advisors
California
$228K +$245K +5,533 New
WJA
1707
Willis Johnson & Associates
Texas
$227K +$19.3K +436 +9%
FAIM
1708
Financial Advocates Investment Management
Washington
$227K -$21.2K -478 -8%
CT
1709
Clearstead Trust
Maine
$227K +$238K +5,370 +4,838%
TAM
1710
Tucker Asset Management
Colorado
$227K +$44.7K +1,010 +23%
MCA
1711
MSH Capital Advisors
Arizona
$226K +$2.74K +62 +1%
VP
1712
Verum Partners
North Carolina
$226K +$243K +5,480 New
HWA
1713
HHM Wealth Advisors
Tennessee
$226K – – –
MSAM
1714
Moloney Securities Asset Management
Missouri
$226K +$5.27K +119 +2%
SG
1715
StoneX Group
New York
$225K +$242K +5,458 New
BAG
1716
Bridgewealth Advisory Group
California
$225K +$241K +5,454 New
ADL
1717
Asset Dedication LLC
California
$225K +$1.77K +40 +0.7%
IIM
1718
Ipswich Investment Management
Massachusetts
$224K – – –
FPAS
1719
Focus Partners Advisor Solutions
Missouri
$224K -$657K -14,840 -73%
SGI
1720
Summit Global Investments
Utah
$223K -$3.19K -72 -1%
MPCG
1721
Matrix Private Capital Group
New York
$223K -$4.03K -91 -2%
PP
1722
Pegasus Partners
Wisconsin
$223K -$86.9K -1,964 -27%
PP
1723
PDS Planning
Ohio
$222K +$238K +5,377 New
WCG
1724
Weaver Consulting Group
California
$221K – – –
CG
1725
CFO4Life Group
Texas
$221K +$4.74K +107 +2%
67 68
69
70 71