We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BW
1826
Biegel & Waller
Maryland
$286K +$266K +4,708 New
BIA
1827
Bigelow Investment Advisors
Maine
$285K +$265K +4,693 New
XSC
1828
X-Square Capital
Puerto Rico
$285K +$265K +4,698 New
CWM
1829
Cabot Wealth Management
Massachusetts
$284K -$508 -9 -0.2%
DFIG
1830
Dragon Financial & Investment Group
California
$284K +$264K +4,676 New
SHJ
1831
Sharkey, Howes & Javer
Colorado
$281K +$1.75K +31 +0.7%
MFG
1832
Monte Financial Group
Connecticut
$280K +$261K +4,613 New
HS
1833
HighVista Strategies
Massachusetts
$279K -$67.8K -1,200 -21%
GCC
1834
Game Creek Capital
Massachusetts
$279K +$260K +4,600 New
PP
1835
Pegasus Partners
Wisconsin
$277K – – –
CT
1836
Clearstead Trust
Maine
$274K -$11K -194 -4%
FA
1837
FCG Advisors
New Jersey
$274K +$1.52K +27 +0.6%
MPM
1838
Meritage Portfolio Management
Kansas
$274K +$16.9K +300 +7%
PAG
1839
Pinnacle Advisory Group
Maryland
$273K -$228K -4,036 -47%
WCM
1840
Weatherstone Capital Management
Colorado
$273K +$27.8K +492 +12%
LC
1841
Loews Corp
New York
$273K +$254K +4,501 New
TAM
1842
Trillium Asset Management
Massachusetts
$271K – – –
DIA
1843
Davidson Investment Advisors
Montana
$271K +$252K +4,469 New
RP
1844
Rowlandmiller & Partners
Georgia
$270K – – –
PIM
1845
Provident Investment Management
Michigan
$268K +$250K +4,425 New
EGM
1846
Engineers Gate Manager
New York
$266K -$2.69M -47,696 -92%
EA
1847
Elm Advisors
California
$266K -$3.67K -65 -1%
KFA
1848
Kays Financial Advisory
Georgia
$266K +$85.3K +1,510 +53%
LFS
1849
Legacy Financial Strategies
Kansas
$265K +$246K +4,363 New
CB
1850
Chemical Bank
Michigan
$265K +$247K +4,374 New
72 73
74
75 76