We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HWM
1751
Hohimer Wealth Management
Washington
$211K – – –
BWA
1752
Burt Wealth Advisors
Maryland
$211K – – –
ORC
1753
O'Rourke & Company
Massachusetts
$211K +$226K +5,100 New
FWTB
1754
First Western Trust Bank
Colorado
$210K +$225K +5,091 New
AAM
1755
Augustine Asset Management
Florida
$210K +$225K +5,088 New
HC
1756
Hamilton Capital
Ohio
$210K +$225K +5,087 New
TW
1757
TrinityPoint Wealth
Connecticut
$210K +$225K +5,084 New
DC
1758
Defender Capital
North Carolina
$210K – – –
FM
1759
Family Management
New York
$209K +$225K +5,073 New
CWP
1760
Curated Wealth Partners
California
$209K +$224K +5,066 New
ANB
1761
Amarillo National Bank
Texas
$209K -$37.2K -840 -14%
AC
1762
AlphaCore Capital
California
$209K -$177 -4 -0.1%
GWANC
1763
Guardian Wealth Advisors (North Carolina)
North Carolina
$209K +$224K +5,057 New
KCFA
1764
Key Client Fiduciary Advisors
New Jersey
$207K +$222K +5,016 New
MJP
1765
Michael J. Puzo
$206K – – –
SC
1766
Shay Capital
New York
$206K +$221K +5,000 New
VCM
1767
Virtue Capital Management
Tennessee
$206K +$221K +4,998 New
MIA
1768
MMBG Investment Advisors
Florida
$206K – – –
GC
1769
Gratus Capital
Georgia
$206K – – –
CA
1770
Crewe Advisors
Utah
$205K -$19.7K -446 -8%
ML
1771
McAdam LLC
Pennsylvania
$205K +$189K +4,280 New
RCG
1772
Rock Creek Group
District of Columbia
$205K -$12.5K -282 -5%
AW
1773
Alaethes Wealth
Nevada
$205K -$779K -17,595 -78%
SSWM
1774
Smith Salley Wealth Management
North Carolina
$204K +$219K +4,939 New
UBV
1775
United Bank (Virginia)
Virginia
$203K +$218K +4,919 New
69 70
71
72 73