We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WAM
1826
WFA Asset Management
Wisconsin
$71.8K – – –
SIS
1827
Sound Income Strategies
Florida
$69.1K +$29.5K +734 +83%
AWM
1828
Abound Wealth Management
Tennessee
$68.8K -$2.38K -59 -4%
MFG
1829
Mendota Financial Group
Wisconsin
$68.5K +$13.4K +333 +26%
BCMLT
1830
Beacon Capital Management LLC (Tennessee)
Tennessee
$67.3K +$4.35K +108 +7%
FMTCOCP
1831
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$67K – – –
BHWM
1832
Bay Harbor Wealth Management
Maryland
$65.4K -$4.67K -116 -7%
RTC
1833
Riverview Trust Company
Washington
$65.3K -$112K -2,772 -64%
BWL
1834
Bogart Wealth LLC
Virginia
$65.3K – – –
KIG
1835
Kessler Investment Group
Indiana
$64.8K – – –
USB
1836
Union Savings Bank
Connecticut
$64.7K +$56.5K +1,403 New
SIC
1837
SJS Investment Consulting
Ohio
$64.7K -$2.09K -52 -3%
LWP
1838
Lumature Wealth Partners
Georgia
$63.1K – – –
NECFA
1839
New England Capital Financial Advisors
Connecticut
$61.4K +$403 +10 +0.7%
UIA
1840
Ulland Investment Advisors
Minnesota
$61K – – –
AS
1841
AM Squared
Hong Kong
$59.8K -$109K -2,700 -66%
SFG
1842
Steward Financial Group
Texas
$58K +$54.9K +1,363 New
HCM
1843
Hollencrest Capital Management
California
$57.9K – – –
FC
1844
Family CFO
California
$57.5K – – –
JMF
1845
Johnson Midwest Financial
Iowa
$57.3K +$362 +9 +0.7%
VCM
1846
Versant Capital Management
Arizona
$57.2K +$564 +14 +1%
BSC
1847
Brown Shipley & Co
United Kingdom
$57K – – –
MWM
1848
Mascoma Wealth Management
New Hampshire
$57K -$1.33K -33 -3%
GJIA
1849
Glass Jacobson Investment Advisors
Maryland
$56.9K +$53.7K +1,333 New
HWA
1850
Heritage Wealth Advisors
Virginia
$55.7K -$117K -2,902 -69%