WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WCG
1826
Weaver Consulting Group
California
$134K +$84.1K +1,785 +184%
TCM
1827
Tradewinds Capital Management
Washington
$133K +$236 +5 +0.2%
PFGIA
1828
Patriot Financial Group Insurance Agency
Massachusetts
$129K -$13.6K -288 -10%
DOA
1829
D'Orazio & Associates
Virginia
$128K +$236 +5 +0.2%
PWMG
1830
Prestige Wealth Management Group
New Jersey
$123K +$49.5K +1,050 +76%
SBL
1831
Sargent Bickham Lagudis
Colorado
$122K -$10.9K -231 -9%
AFIA
1832
America First Investment Advisors
Nebraska
$122K – – –
LFG
1833
LifePlan Financial Group
Ohio
$116K – – –
FA
1834
Fortis Advisors
Pennsylvania
$115K – – –
JWM
1835
Janiczek Wealth Management
Colorado
$112K – – –
WC
1836
Whitnell & Co
Illinois
$110K +$188 +4 +0.2%
AJ
1837
Ashburton (Jersey)
Jersey
$107K – – –
RIA
1838
RPG Investment Advisory
California
$107K – – –
NL
1839
NVWM LLC
Pennsylvania
$102K +$94.2K +2,000 +9,524%
SAM
1840
Security Asset Management
New York
$100K – – –
CCMW
1841
Cypress Capital Management (Wyoming)
Wyoming
$97K +$47 +1 +0.1%
VC
1842
Vestor Capital
Illinois
$95K -$2.35K -50 -3%
CIR
1843
Clear Investment Research
Georgia
$92K – – –
GCM
1844
Gables Capital Management
Florida
$91K – – –
PR
1845
Payden & Rygel
California
$91K – – –
TC
1846
Trust Company
Kansas
$90K +$5.94K +126 +8%
SA
1847
SRH Advisors
Kansas
$90K +$6.12K +130 +8%
BDWM
1848
Brewin Dolphin Wealth Management
Ireland
$88.3K -$47.1K -1,000 -36%
SB
1849
Strategic Blueprint
Georgia
$88K +$82.4K +1,749 New
KC
1850
Knuff & Co
California
$86K – – –