We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PCP
1751
Proficio Capital Partners
Massachusetts
$337K +$21.2K +376 +7%
BCM
1752
Brasada Capital Management
Texas
$337K +$314K +5,561 New
AAS
1753
Annex Advisory Services
Wisconsin
$336K -$62.9K -1,114 -17%
SIG
1754
Sky Investment Group
Connecticut
$336K +$10.2K +180 +3%
CAI
1755
Capital Advisors Inc
Oklahoma
$336K +$15K +266 +5%
SFI
1756
SPC Financial Inc
Maryland
$336K +$16.9K +300 +6%
RA
1757
Rational Advisors
New York
$334K -$3.63M -64,263 -92%
SC
1758
Saybrook Capital
North Carolina
$334K – – –
CHAM
1759
Clear Harbor Asset Management
Connecticut
$333K -$1.98M -35,050 -86%
WPIC
1760
White Pine Investment Company
Michigan
$332K – – –
AWA
1761
Alaska Wealth Advisors
Alaska
$332K +$310K +5,485 New
AF
1762
Aldebaran Financial
$330K +$7.4K +131 +2%
MFBTD
1763
MB Financial Bank - Trust Department
Illinois
$329K -$42.5K -753 -12%
RFA
1764
Reilly Financial Advisors
California
$328K -$1.47M -26,016 -83%
WWMSC
1765
Wagner Wealth Management (South Carolina)
South Carolina
$328K +$294K +5,208 New
UBV
1766
United Bank (Virginia)
Virginia
$327K +$304K +5,386 New
BFC
1767
Bedel Financial Consulting
Indiana
$326K +$303K +5,367 New
KJWM
1768
Kiley Juergens Wealth Management
Washington
$326K +$304K +5,376 New
PGWM
1769
Parisi Gray Wealth Management
New Jersey
$324K +$300K +5,310 New
MSR
1770
Main Street Research
Connecticut
$323K +$56 +1 +0%
FLPIM
1771
F.L. Putnam Investment Management
Massachusetts
$323K +$5.03K +89 +2%
LA
1772
LexAurum Advisors
Kansas
$323K +$292K +5,169 New
BFA
1773
Benedict Financial Advisors
Georgia
$322K -$46.8K -828 -13%
AAM
1774
AR Asset Management
California
$322K – – –
VA
1775
Valmark Advisers
Ohio
$322K +$300K +5,310 New
69 70
71
72 73