We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FPF
1876
First Pacific Financial
Washington
$225K -$19.4K -370 -9%
DFG
1877
Demars Financial Group
Washington
$225K +$203K +3,875 New
EL
1878
EWA LLC
Pennsylvania
$224K +$190K +3,623 New
NDSI
1879
Newman Dignan & Sheerar Inc
Rhode Island
$222K -$26.2K -500 -12%
BWP
1880
Bernardo Wealth Planning
Pennsylvania
$222K +$200K +3,826 New
TF
1881
Tompkins Financial
New York
$221K – – –
FSC
1882
Full Sail Capital
Oklahoma
$220K +$199K +3,804 New
DA
1883
Denali Advisors
California
$220K -$319K -6,100 -62%
FFA
1884
First Foundation Advisors
California
$220K – – –
SIG
1885
Spinnaker Investment Group
California
$219K +$198K +3,784 New
CC
1886
Copperleaf Capital
North Carolina
$219K +$197K +3,770 New
BC
1887
Brio Consultants
California
$218K +$197K +3,769 New
OPOWM
1888
One Plus One Wealth Management
Florida
$218K +$197K +3,768 New
IGWM
1889
ICA Group Wealth Management
Colorado
$218K -$51.9K -992 -21%
SFG
1890
Sovereign Financial Group
Connecticut
$218K +$197K +3,761 New
WCM
1891
Washington Capital Management
Washington
$218K +$197K +3,760 New
HWM
1892
HRC Wealth Management
Idaho
$218K +$197K +3,756 New
BFM
1893
Boston Financial Management
Massachusetts
$218K +$196K +3,753 New
CCA
1894
Cottonwood Capital Advisors
Utah
$217K +$200K +3,814 New
AT
1895
American Trust
Kentucky
$217K +$196K +3,738 New
RA
1896
Rise Advisors
New York
$216K +$97.7K +1,868 +101%
PSP
1897
Principal Street Partners
Tennessee
$215K +$182K +3,478 New
HBW
1898
Hazlett, Burt & Watson
West Virginia
$215K -$17K -325 -8%
VFPI
1899
Vantage Financial Partners (Illinois)
Illinois
$214K +$194K +3,700 New
BFO
1900
Boston Family Office
Massachusetts
$214K -$52.3K -1,000 -21%
74 75
76
77 78