WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RCG
1776
Rock Creek Group
District of Columbia
$100K -$59K -1,367 -36%
DWMG
1777
DB Wealth Management Group
California
$98.5K – – –
CAL
1778
Capital Analysts LLC
Pennsylvania
$98K -$3.84K -89 -4%
NRG
1779
Nemes Rush Group
Michigan
$97K -$5.87K -136 -5%
HC
1780
Hoese & Co
Minnesota
$97K – – –
BFPW
1781
BOK Financial Private Wealth
Colorado
$96.7K – – –
ANBT
1782
American National Bank & Trust
Texas
$93.1K -$38.2K -884 -28%
PH
1783
Pinnacle Holdings
Oklahoma
$91K – – –
SOW
1784
State of Wyoming
Wyoming
$90.9K +$96K +2,224 New
JGIA
1785
Jackson Grant Investment Advisers
Connecticut
$89.6K – – –
SWM
1786
Sugarloaf Wealth Management
Georgia
$87.6K +$43 +1 +0%
OC
1787
Oakworth Capital
Alabama
$87.4K -$19.6K -455 -18%
CM
1788
Capula Management
Cayman Islands
$86.4K +$91.3K +2,115 New
GM
1789
GeoWealth Management
Illinois
$86K +$47.8K +1,108 +110%
SR
1790
Syntax Research
Florida
$83.2K +$87.9K +2,036 New
KFP
1791
KB Financial Partners
New Jersey
$83K -$9.93K -230 -10%
AWM
1792
Ameliora Wealth Management
Switzerland
$81.7K – – –
SOAMC
1793
Spirit of America Management Corp
New York
$81.7K – – –
AAG
1794
Armstrong Advisory Group
Massachusetts
$81K – – –
KFS
1795
Kelly Financial Services
Massachusetts
$80.1K +$59K +1,367 +230%
GFPC
1796
Global Financial Private Client
Florida
$80.1K – – –
WOSD
1797
WFA of San Diego
California
$80K +$70.8K +1,639 +515%
CFA
1798
CWS Financial Advisors
Michigan
$79.6K +$84.1K +1,949 New
CYG
1799
Clean Yield Group
Vermont
$79.4K -$10.5K -243 -11%
DIP
1800
DT Investment Partners
Pennsylvania
$79.3K +$11.4K +265 +16%
70 71
72
73 74