We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
RBC
1801
Romano Brothers & Co
Illinois
$252K – – –
SIC
1802
Samalin Investment Counsel
New York
$252K +$1.15K +22 +0.5%
CAMV
1803
Concord Asset Management (Virginia)
Virginia
$251K +$523 +10 +0.2%
AWA
1804
Acorn Wealth Advisors
Michigan
$251K -$11.8K -225 -5%
WG
1805
Wealth Group
North Carolina
$250K +$225K +4,306 New
LCS
1806
Levin Capital Strategies
New York
$249K -$40.7K -777 -15%
FPFS
1807
First Personal Financial Services
North Carolina
$249K +$46.1K +881 +26%
CWM
1808
Concentrum Wealth Management
California
$248K +$223K +4,271 New
CWM
1809
Chesapeake Wealth Management
Virginia
$247K +$1.36K +26 +0.6%
TCWA
1810
Turtle Creek Wealth Advisors
Texas
$247K -$31.8K -607 -12%
FAB
1811
First American Bank
Illinois
$247K – – –
WP
1812
WealthPLAN Partners
Nebraska
$246K +$732 +14 +0.3%
BIG
1813
Builder Investment Group
Georgia
$246K -$419 -8 -0.2%
XSC
1814
X-Square Capital
Puerto Rico
$246K -$26K -497 -11%
GCA
1815
Gradient Capital Advisors
California
$246K +$889 +17 +0.4%
TCI Wealth Advisors
1816
TCI Wealth Advisors
Arizona
$246K +$2.46K +47 +1%
WA
1817
WealthTrust Axiom
Pennsylvania
$246K – – –
FA
1818
Fermata Advisors
California
$245K -$23.4K -447 -10%
SPIS
1819
Steward Partners Investment Solutions
Oregon
$245K -$29.9K -571 -12%
TCM
1820
Tradewinds Capital Management
Washington
$245K +$178K +3,400 +412%
CCIA
1821
Cherry Creek Investment Advisors
Colorado
$245K -$110K -2,107 -33%
1WM
1822
1858 Wealth Management
Ohio
$244K – – –
IA
1823
IFG Advisors
Missouri
$244K +$5.13K +98 +2%
PFA
1824
Professional Financial Advisors
Nebraska
$244K +$1.31K +25 +0.6%
WC
1825
Woodstock Corp
Massachusetts
$244K -$8.84K -169 -4%