We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
VAG
1701
VisionPoint Advisory Group
Texas
$528K +$213K +2,629 +72%
BWG
1702
Beta Wealth Group
California
$528K +$122K +1,500 +31%
JCM
1703
Jacobsen Capital Management
Utah
$528K +$8.6K +106 +2%
FRA
1704
Front Row Advisors
California
$527K – – –
LWM
1705
Lakeridge Wealth Management
Ohio
$527K +$649 +8 +0.1%
SAM
1706
Sequent Asset Management
Texas
$526K – – –
SFP
1707
SwitchPoint Financial Planning
Utah
$526K +$3.33K +41 +0.7%
AMIM
1708
Aull & Monroe Investment Management
Alabama
$525K -$21K -259 -4%
TC
1709
TFR Capital
Texas
$524K -$37.9K -467 -7%
APG
1710
Abacus Planning Group
South Carolina
$524K -$8.6K -106 -2%
CLOS
1711
Compagnie Lombard Odier SCmA
Switzerland
$524K – – –
SB
1712
Simmons Bank
Arkansas
$523K -$8.11K -100 -2%
LB
1713
Legacy Bridge
Iowa
$522K – – –
AB
1714
Atlas Brown
Kentucky
$522K +$2.84K +35 +0.6%
OAM
1715
Occidental Asset Management
California
$522K -$76.7K -946 -13%
IRP
1716
Investment Research Partners
Pennsylvania
$522K +$492K +6,066 New
RWA
1717
Redhawk Wealth Advisors
Minnesota
$521K -$2.03K -25 -0.4%
ST
1718
Smithfield Trust
Pennsylvania
$520K +$77.8K +959 +18%
TGAM
1719
TBH Global Asset Management
Tennessee
$520K -$649 -8 -0.1%
NG
1720
Novem Group
New York
$519K +$4.87K +60 +1%
AA
1721
Alpha Advisors
Virginia
$518K +$2.6K +32 +0.5%
NCM
1722
Novare Capital Management
North Carolina
$518K +$31.7K +391 +7%
FNBTCON
1723
First National Bank & Trust Co of Newtown
Pennsylvania
$516K -$1.54K -19 -0.3%
CPA
1724
Cardiff Park Advisors
California
$513K -$606K -7,469 -55%
MCM
1725
Mengis Capital Management
Oregon
$513K -$12.1K -149 -2%
67 68
69
70 71