We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
1726
Selby Wealth Management
California
$550K – – –
CPWA
1727
Cerro Pacific Wealth Advisors
California
$549K +$15.9K +185 +3%
DA
1728
Doliver Advisors
Texas
$548K -$28.5K -332 -5%
WAG
1729
Wallace Advisory Group
California
$548K +$8.25K +96 +1%
ICP
1730
Interchange Capital Partners
Pennsylvania
$547K -$259K -3,010 -29%
VCM
1731
Virtue Capital Management
Tennessee
$547K +$33.6K +391 +6%
RZH
1732
Relyea Zuckerberg Hanson
Connecticut
$545K -$6.7K -78 -1%
ACA
1733
Arsenal Capital Advisors
Pennsylvania
$544K -$13.1K -152 -2%
SWA
1734
Stratos Wealth Advisors
Ohio
$542K -$177K -2,055 -23%
PCMN
1735
Paradigm Capital Management (Nevada)
Nevada
$542K -$81.6K -950 -12%
TP
1736
Tranquility Partners
Tennessee
$542K -$7.73K -90 -1%
WDL
1737
Well Done LLC
Michigan
$542K -$26.9K -313 -4%
IC
1738
Inscription Capital
Texas
$541K -$101K -1,180 -15%
BWM
1739
BigSur Wealth Management
Florida
$541K -$64.4K -750 -10%
WPP
1740
Whalerock Point Partners
Rhode Island
$540K – – –
ACG
1741
Allen Capital Group
Nebraska
$540K -$26K -303 -4%
IA
1742
Inspire Advisors
Idaho
$540K +$4.29K +50 +0.7%
RIS
1743
Richmond Investment Services
Wisconsin
$538K +$7.04K +82 +1%
APM
1744
a16z Perennial Management
California
$537K -$13.8K -161 -2%
DMC
1745
Drexel Morgan & Co
Pennsylvania
$537K – – –
SMA
1746
Seven Mile Advisory
New Jersey
$536K -$219K -2,549 -27%
HCWM
1747
Hidden Cove Wealth Management
Washington
$535K +$42.2K +491 +8%
FFA
1748
Founders Financial Alliance
North Carolina
$535K +$152K +1,774 +36%
IF
1749
Intrua Financial
Texas
$535K -$60.6K -706 -10%
VCP
1750
Vista Capital Partners
Oregon
$533K +$117K +1,362 +26%
68 69
70
71 72