We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KCFA
1726
Key Client Fiduciary Advisors
New Jersey
$511K +$730 +9 +0.1%
BWP
1727
Baldwin Wealth Partners
Massachusetts
$511K – – –
BWAM
1728
Boyd Watterson Asset Management
Ohio
$510K -$10.9K -134 -2%
VCP
1729
Verus Capital Partners
Arizona
$509K -$15.9K -196 -3%
HWM
1730
Hohimer Wealth Management
Washington
$509K +$405 +5 +0.1%
FAM
1731
Formidable Asset Management
Ohio
$507K +$113K +1,399 +28%
WPWM
1732
Western Pacific Wealth Management
Illinois
$507K – – –
MW
1733
MBL Wealth
North Carolina
$506K +$13K +160 +3%
RWPA
1734
Richard W. Paul & Associates
Michigan
$506K -$25.7K -317 -5%
SPWM
1735
Spartan Planning & Wealth Management
North Carolina
$506K -$75.3K -929 -13%
FNBOH
1736
First National Bank of Hutchinson
Kansas
$505K – – –
SMWM
1737
Silvia McColl Wealth Management
California
$505K -$1.86K -23 -0.4%
MSAM
1738
Moloney Securities Asset Management
Missouri
$505K +$78.7K +971 +19%
AAS
1739
Annex Advisory Services
Wisconsin
$505K +$1.22K +15 +0.2%
BMWS
1740
Brady Martz Wealth Solutions
North Dakota
$504K +$162 +2 +0%
SFO
1741
Stokes Family Office
Louisiana
$504K -$4.14K -51 -0.8%
KSWA
1742
Kathleen S. Wright Associates
Pennsylvania
$503K – – –
PCG
1743
PFC Capital Group
California
$502K +$25.8K +318 +6%
NFP
1744
Narus Financial Partners
Utah
$502K +$54.1K +667 +13%
VWA
1745
Visionary Wealth Advisors
Illinois
$501K -$272K -3,356 -36%
HCWM
1746
Hidden Cove Wealth Management
Washington
$499K +$9.65K +119 +2%
FCFC
1747
First Citizens Financial Corp
Iowa
$498K -$487 -6 -0.1%
AWA
1748
Alaska Wealth Advisors
Alaska
$496K -$16.6K -205 -3%
PTB
1749
Pioneer Trust Bank
Oregon
$495K – – –
FCA
1750
FLC Capital Advisors
California
$494K – – –
68 69
70
71 72