We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ICM
1726
IMS Capital Management
Oregon
$283K +$52.7K +1,076 +23%
MIP
1727
Marietta Investment Partners
Wisconsin
$280K – – –
PGA
1728
Portland Global Advisors
Maine
$279K – – –
SHWM
1729
Smith & Howard Wealth Management
Georgia
$279K +$56.6K +1,156 +25%
AWE
1730
Avidian Wealth Enterprises
Texas
$277K -$392 -8 -0.1%
BST
1731
Bath Savings Trust
Maine
$274K +$9.45K +193 +4%
RIA
1732
Regal Investment Advisors
Michigan
$273K -$35.2K -719 -11%
GC
1733
Grimes & Company
Massachusetts
$272K -$13.9K -283 -5%
RCM
1734
Rockshelter Capital Management
Pennsylvania
$271K -$144K -2,950 -35%
GIA
1735
Guyasuta Investment Advisors
Pennsylvania
$269K +$29.9K +610 +12%
JGIA
1736
Jackson Grant Investment Advisers
Connecticut
$264K +$2.25K +46 +0.9%
EDRS
1737
Edmond de Rothschild (Suisse)
Switzerland
$263K +$95K +1,940 +55%
ARMC
1738
American Research & Management Company
Massachusetts
$262K – – –
STMM
1739
South Texas Money Management
Texas
$261K -$275K -5,618 -51%
WI
1740
Wedgewood Investors
Pennsylvania
$260K – – –
WFG
1741
Windsor Financial Group
Minnesota
$257K +$13.5K +275 +5%
EWA
1742
Exencial Wealth Advisors
Oklahoma
$257K +$260K +5,316 New
GEM
1743
Global Endowment Management
North Carolina
$256K -$9.79K -200 -4%
NG
1744
NatWest Group
United Kingdom
$254K +$258K +5,267 New
VC
1745
Vicus Capital
Pennsylvania
$253K -$14.7K -300 -5%
DK
1746
Darrell & King
Virginia
$251K -$26.3M -536,191 -99%
FWM
1747
Focused Wealth Management
New York
$251K +$12.5K +256 +5%
GC
1748
Garde Capital
Washington
$251K +$44.1K +900 +21%
RDM
1749
Retirement Design & Management
Connecticut
$250K – – –
VCM
1750
Vigilant Capital Management
Maine
$248K -$17.3K -354 -6%
68 69
70
71 72