We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
DIP
1801
DT Investment Partners
Pennsylvania
$79.3K +$11.4K +265 +16%
JEST
1802
JTC Employer Solutions Trustee
Jersey
$78K
TSWM
1803
Tyler-Stone Wealth Management
Ohio
$78K
LTI
1804
Laffer Tengler Investments
Tennessee
$77.8K
FCT
1805
First Community Trust
Iowa
$76.3K
RL
1806
Rogco LP
Oklahoma
$74.9K +$79.2K +1,834 New
BWL
1807
Bogart Wealth LLC
Virginia
$74.2K +$12.4K +288 +19%
WAS
1808
Winch Advisory Services
Wisconsin
$74K +$648 +15 +0.8%
GCM
1809
Gables Capital Management
Florida
$73.5K -$18.1K -420 -19%
EARNEST Partners
1810
EARNEST Partners
Georgia
$72K
ATC
1811
Adirondack Trust Company
New York
$71.9K -$820 -19 -1%
WAM
1812
WFA Asset Management
Wisconsin
$70.4K +$1.73K +40 +2%
SWA
1813
SOA Wealth Advisors
New York
$70.2K
APW
1814
Acima Private Wealth
Virginia
$68.9K -$38.2K -885 -34%
BCMLT
1815
Beacon Capital Management LLC (Tennessee)
Tennessee
$67.3K
AWM
1816
Abound Wealth Management
Tennessee
$67.1K +$1.25K +29 +2%
MFG
1817
Mendota Financial Group
Wisconsin
$65.5K
CT
1818
Clearstead Trust
Maine
$65.1K -$64.2K -1,488 -48%
FMTCOCP
1819
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$64K
BHWM
1820
Bay Harbor Wealth Management
Maryland
$63.7K +$1.17K +27 +2%
KFI
1821
Key Financial Inc
Pennsylvania
$63.6K -$16.7K -387 -20%
RTC
1822
Riverview Trust Company
Washington
$62.5K
KIG
1823
Kessler Investment Group
Indiana
$62.1K
MIM
1824
Macroview Investment Management
Maryland
$61.3K +$64.8K +1,500 New
CWC
1825
Carolinas Wealth Consulting
North Carolina
$61.2K -$101K -2,343 -60%