We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1826
Ayrshire Capital Management
Connecticut
$435K – – –
SWM
1827
Stockman Wealth Management
Montana
$434K -$60.8K -750 -13%
SMC
1828
Smith, Moore & Co
Missouri
$433K -$30.9K -381 -7%
RP
1829
Raelipskie Partnership
Ontario, Canada
$433K – – –
MAG
1830
Mokosak Advisory Group
Iowa
$433K +$1.95K +24 +0.5%
SIMG
1831
Sonora Investment Management Group
Arizona
$433K -$44.8K -553 -10%
BFF
1832
Byrne Financial Freedom
Massachusetts
$433K – – –
DDC
1833
DF Dent & Co
Maryland
$432K +$159K +1,965 +62%
VC
1834
Vicus Capital
Pennsylvania
$432K +$103K +1,265 +33%
SSA
1835
Sierra Summit Advisors
Nevada
$432K – – –
MSA
1836
Marino Stram & Associates
Massachusetts
$430K -$5.68K -70 -1%
FFC
1837
First Financial Corp
Indiana
$430K -$10.5K -130 -2%
OIS
1838
OneAscent Investment Solutions
Alabama
$429K -$1.05K -13 -0.3%
EHAM
1839
Eagle Harbor Asset Management
Washington
$429K -$3K -37 -0.7%
PA
1840
Procyon Advisors
Connecticut
$428K +$146K +1,801 +55%
Q
1841
QVR
California
$428K +$414K +5,103 New
BWA
1842
Burt Wealth Advisors
Maryland
$428K – – –
WOC
1843
West Oak Capital
California
$428K -$86.4K -1,065 -17%
APM
1844
Advanced Portfolio Management
New York
$427K -$1.42M -17,500 -78%
CCAM
1845
Cascades Capital Asset Management
North Carolina
$427K +$187K +2,300 +82%
ADL
1846
Asset Dedication LLC
California
$427K -$327K -4,038 -44%
SFG
1847
Seamount Financial Group
Colorado
$426K +$413K +5,088 New
WTA
1848
Washington Trust Advisors
Massachusetts
$426K -$11.9K -147 -3%
BHIA
1849
Birch Hill Investment Advisors
Massachusetts
$426K – – –
WH
1850
Willner & Heller
California
$426K +$2.27K +28 +0.6%
72 73
74
75 76