We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1851
MinichMacGregor Wealth Management
New York
$205K +$180K +4,168 New
GAM
1852
Gould Asset Management
California
$205K +$179K +4,157 New
BLC
1853
Brown, Lisle/Cummings
Rhode Island
$204K +$31K +718 +21%
APIM
1854
Agate Pass Investment Management
Washington
$204K +$179K +4,150 New
Chilton Investment Company
1855
Chilton Investment Company
Connecticut
$204K +$179K +4,148 New
THL
1856
Tillman Hartley LLC
Colorado
$204K +$179K +4,147 New
UCB
1857
United Community Bank
South Carolina
$204K – – –
CB
1858
Community Bank
New York
$203K – – –
RCA
1859
Resonant Capital Advisors
Wisconsin
$203K +$178K +4,123 New
BBPWM
1860
Blue Bell Private Wealth Management
Pennsylvania
$202K -$8.63K -200 -5%
IA
1861
IFG Advisors
Missouri
$202K +$177K +4,111 New
HAS
1862
HBW Advisory Services
California
$202K +$177K +4,109 New
FSA
1863
Financial Security Advisor
Virginia
$201K +$176K +4,078 New
PCG
1864
Prosperity Consulting Group
Maryland
$200K +$175K +4,066 New
HBW
1865
Hazlett, Burt & Watson
West Virginia
$199K – – –
DGAM
1866
Desjardins Global Asset Management
Quebec, Canada
$199K -$259K -5,992 -60%
LA
1867
LM Advisors
California
$199K +$174K +4,038 New
CSB
1868
City State Bank
Iowa
$198K -$85.1K -1,971 -33%
LJHT
1869
Laurie J. Hall Trustee
$197K – – –
ADL
1870
Asset Dedication LLC
California
$197K +$42K +973 +32%
Hillsdale Investment Management
1871
Hillsdale Investment Management
Ontario, Canada
$194K – – –
Hantz Financial Services
1872
Hantz Financial Services
Michigan
$193K -$11.2K -259 -6%
TF
1873
Tompkins Financial
New York
$188K – – –
FFA
1874
First Foundation Advisors
California
$187K -$316K -7,322 -66%
PIM
1875
Plato Investment Management
Australia
$186K +$163K +3,776 New