We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TCCM
1876
Timber Creek Capital Management
Massachusetts
$28.6K – – –
IAS
1877
IMA Advisory Services
Colorado
$28.3K – – –
KI
1878
Kapitalo Investimentos
Brazil
$27.9K +$4.66K +108 +19%
TFM
1879
TFC Financial Management
Massachusetts
$26.8K – – –
SVCP
1880
Silicon Valley Capital Partners
California
$26.5K +$173 +4 +0.6%
CMA
1881
Cedar Mountain Advisors
Oregon
$26.3K – – –
SIA
1882
SkyView Investment Advisors
New Jersey
$26K – – –
CPG
1883
Cornerstone Planning Group
New Jersey
$25.9K +$3.19K +74 +13%
SWA
1884
Sutton Wealth Advisors
Florida
$25.6K -$2.25K -52 -8%
TC
1885
Truvestments Capital
Florida
$25.3K -$734 -17 -3%
FGA
1886
Fortis Group Advisors
New Jersey
$25.3K +$26.8K +620 New
FMP
1887
Financial Management Professionals
Texas
$25K +$4.14K +96 +18%
RFG
1888
RFP Financial Group
Georgia
$24.6K – – –
AWM
1889
AllSquare Wealth Management
New York
$24.5K -$259 -6 -1%
CCP
1890
Carmel Capital Partners
California
$24.1K +$14.7K +340 +136%
RFA
1891
Resurgent Financial Advisors
Georgia
$23.7K -$14K -325 -36%
FFL
1892
Financial Freedom LLC
Ohio
$23.4K -$777 -18 -3%
PO
1893
Private Ocean
California
$23.3K – – –
SJIM
1894
St. Johns Investment Management
Florida
$22.6K – – –
LFA
1895
Level Financial Advisors
New York
$22.2K +$173 +4 +0.7%
DWA
1896
Dougherty Wealth Advisers
Minnesota
$21.9K – – –
BCPWM
1897
Bradley & Co Private Wealth Management
Florida
$21.8K – – –
RDIA
1898
RE Dickinson Investment Advisors
Iowa
$21K – – –
AS
1899
AM Squared
Hong Kong
$20.4K -$38.9K -900 -64%
OCM
1900
Orion Capital Management
California
$20.4K +$21.6K +500 New