WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
FC
1901
Fusion Capital
South Carolina
$212K +$206K +3,937 New
CSWG
1902
Cardinal Strategic Wealth Guidance
Kentucky
$212K +$207K +3,944 New
GA
1903
Geller Advisors
New York
$211K +$205K +3,923 New
HC
1904
Henshaw Capital
Massachusetts
$210K -$287K -5,483 -58%
BIM
1905
Barton Investment Management
Pennsylvania
$210K +$204K +3,900 New
PCA
1906
Peddock Capital Advisors
Massachusetts
$210K +$205K +3,905 New
WCG
1907
Weaver Consulting Group
California
$207K +$70.2K +1,340 +49%
UBV
1908
United Bank (Virginia)
Virginia
$207K +$202K +3,849 New
TF
1909
TRH Financial
Iowa
$207K +$206K +3,927 New
CIP
1910
Capital Insight Partners
Arizona
$206K -$14.1K -269 -7%
NCM
1911
Novare Capital Management
North Carolina
$206K +$200K +3,826 New
MCWS
1912
McKinley Carter Wealth Services
West Virginia
$206K +$201K +3,833 New
BOPW
1913
Brandywine Oak Private Wealth
Pennsylvania
$202K +$198K +3,772 New
ATC
1914
Adirondack Trust Company
New York
$201K +$24.4K +465 +12%
EDRIA
1915
Edmonds Duncan Registered Investment Advisors
Kansas
$201K +$195K +3,727 New
SCP
1916
Seizert Capital Partners
Michigan
$201K +$195K +3,732 New
BL
1917
Balentine LLC
Georgia
$200K +$135K +2,583 +228%
BIA
1918
Biondo Investment Advisors
Pennsylvania
$200K +$192K +3,675 New
CF
1919
Centaurus Financial
California
$199K -$72.7K -1,389 -27%
FWM
1920
Focused Wealth Management
New York
$195K – – –
Kayne Anderson Rudnick Investment Management
1921
Kayne Anderson Rudnick Investment Management
California
$190K -$25K -477 -12%
APC
1922
Aspire Private Capital
North Carolina
$190K – – –
AP
1923
Arlington Partners
Alabama
$184K – – –
CCA
1924
Column Capital Advisors
Indiana
$184K +$180K +3,435 New
ED
1925
Exane Derivatives
France
$182K -$393K -7,494 -67%