We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWP
1851
Revolve Wealth Partners
New Jersey
$248K +$17.1K +302 +7%
SIC
1852
Samalin Investment Counsel
New York
$248K +$1.36K +24 +0.5%
NFC
1853
Northeast Financial Consultants
Connecticut
$248K +$4.86K +86 +2%
BWP
1854
Bernardo Wealth Planning
Pennsylvania
$247K +$566 +10 +0.3%
SEP
1855
Southland Equity Partners
Missouri
$244K +$46.9K +829 +24%
RBC
1856
Romano Brothers & Co
Illinois
$243K +$2.83K +50 +1%
LCS
1857
Levin Capital Strategies
New York
$243K – – –
CHP
1858
Cable Hill Partners
Oregon
$243K +$41.4K +732 +21%
BWAM
1859
Boyd Watterson Asset Management
Ohio
$242K +$45.8K +809 +23%
KFS
1860
Keynote Financial Services
Connecticut
$242K +$10.7K +190 +5%
BWM
1861
Baron Wealth Management
Michigan
$242K -$36.8K -651 -13%
FIB
1862
First Interstate Bank
Montana
$242K +$243K +4,288 New
GCA
1863
Gradient Capital Advisors
California
$242K +$1.02K +18 +0.4%
IA
1864
IFG Advisors
Missouri
$242K +$3.85K +68 +2%
CWM
1865
Chesapeake Wealth Management
Virginia
$241K – – –
FA
1866
Fermata Advisors
California
$241K +$1.98K +35 +0.8%
AWM
1867
Arista Wealth Management
Nevada
$241K +$905 +16 +0.4%
PFA
1868
Professional Financial Advisors
Nebraska
$241K +$1.53K +27 +0.6%
NCTC
1869
New Covenant Trust Company
Indiana
$240K -$4.86K -86 -2%
CCIA
1870
Cherry Creek Investment Advisors
Colorado
$240K +$848 +15 +0.4%
BIG
1871
Builder Investment Group
Georgia
$240K -$57 -1 -0%
AI
1872
AXS Investments
New York
$240K -$45.5K -805 -16%
CFC
1873
Coyle Financial Counsel
Illinois
$240K – – –
GWMR
1874
GC Wealth Management RIA
Massachusetts
$240K +$240K +4,245 New
AWA
1875
Acorn Wealth Advisors
Michigan
$240K +$240K +4,242 New
73 74
75
76 77