We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KA
1701
Kearns & Associates
California
$652K – – –
MCP
1702
Mirador Capital Partners
California
$652K +$135K +1,555 +29%
MIC
1703
Means Investment Company
Maine
$651K +$1.56K +18 +0.3%
ACA
1704
Arsenal Capital Advisors
Pennsylvania
$651K +$607K +6,987 New
SFG
1705
SNS Financial Group
Minnesota
$648K -$6.25K -72 -1%
HWA
1706
HHM Wealth Advisors
Tennessee
$646K – – –
RZH
1707
Relyea Zuckerberg Hanson
Connecticut
$645K +$2.08K +24 +0.3%
APM
1708
a16z Perennial Management
California
$644K +$28.1K +324 +5%
SWM
1709
Selby Wealth Management
California
$643K +$599K +6,904 New
TP
1710
Tranquility Partners
Tennessee
$643K -$41.3K -476 -6%
PRP
1711
Peak Retirement Planning
Ohio
$643K -$25.6K -295 -4%
FCIM
1712
Fairview Capital Investment Management
California
$642K -$3.82K -44 -0.6%
VCM
1713
Virtue Capital Management
Tennessee
$640K -$1.46M -16,794 -71%
SC
1714
Summa Corp
Texas
$637K +$521 +6 +0.1%
OAM
1715
Occidental Asset Management
California
$633K +$49.5K +570 +9%
WPP
1716
Whalerock Point Partners
Rhode Island
$633K -$78.5K -904 -12%
BWM
1717
BlackDiamond Wealth Management
New York
$633K +$5.56K +64 +1%
NHT
1718
New Hampshire Trust
New Hampshire
$632K – – –
DCM
1719
Dorato Capital Management
Colorado
$632K +$615K +7,085 New
WAG
1720
Wallace Advisory Group
California
$632K -$303K -3,490 -34%
IIA
1721
Integral Investment Advisors
California
$632K +$195K +2,244 +49%
CP
1722
Canopy Partners
Ohio
$632K +$10.9K +126 +2%
SL
1723
Salomon & Ludwin
Virginia
$631K -$4.69K -54 -0.8%
SWM
1724
Stockman Wealth Management
Montana
$629K +$136K +1,571 +30%
CWA
1725
Cornerstone Wealth Advisors
Minnesota
$629K -$165K -1,900 -22%
67 68
69
70 71