We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BW
1776
BIP Wealth
Georgia
$400K +$8.71K +116 +2%
AWP
1777
Accretive Wealth Partners
New Jersey
$399K +$408K +5,430 New
PMSA
1778
Patrick M. Sweeney & Associates
Illinois
$399K +$14.6K +195 +4%
PWM
1779
Pines Wealth Management
North Carolina
$399K -$25.4K -338 -5%
AG
1780
AmeriFlex Group
Nevada
$399K -$22.1K -294 -5%
WMA
1781
Wealth Management Associates
New Jersey
$397K +$4.5K +60 +1%
PWP
1782
Pursue Wealth Partners
California
$397K
SXL
1783
Summit X LLC
Missouri
$397K +$118K +1,570 +40%
JCM
1784
Jacobsen Capital Management
Utah
$395K +$6.31K +84 +2%
BFIC
1785
Bedell Frazier Investment Counselling
California
$395K -$4.5K -60 -1%
RPWA
1786
Regent Peak Wealth Advisors
Georgia
$395K +$7.73K +103 +2%
NCM
1787
Narwhal Capital Management
Georgia
$394K -$1.35K -18 -0.3%
ACM
1788
Arcataur Capital Management
Wisconsin
$394K -$27.8K -370 -6%
BA
1789
Bristlecone Advisors
Washington
$392K -$72.5K -965 -15%
TAP
1790
Tounjian Advisory Partners
Florida
$392K +$410K +5,458 New
Bank Julius Baer & Co
1791
Bank Julius Baer & Co
Switzerland
$392K -$67.4K -898 -14%
HCMG
1792
Howard Capital Management Group
California
$391K
VWA
1793
Visionary Wealth Advisors
Illinois
$391K -$11.2K -149 -3%
DA
1794
Detalus Advisors
Missouri
$390K +$2.63K +35 +0.6%
AG
1795
AlTi Global
New York
$390K +$12.9K +172 +3%
EWA
1796
ERTS Wealth Advisors
Michigan
$389K -$31.6K -421 -7%
JSAM
1797
J. Safra Asset Management
New York
$389K -$97.8K -1,302 -19%
FFC
1798
First Financial Corp
Indiana
$387K -$31.4K -418 -7%
WIM
1799
Warwick Investment Management
Texas
$385K +$19.7K +263 +5%
OIS
1800
OneAscent Investment Solutions
Alabama
$385K +$403K +5,367 New