We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BWM
1901
Baystate Wealth Management
Massachusetts
$11K +$5.58K +125 +114%
AA
1902
Addison Advisors
Vermont
$11K +$10.8K +241 New
CB
1903
Community Bank
New York
$11K +$11.2K +250 New
RBC
1904
Roble Belko & Company
Pennsylvania
$10K – – –
GG
1905
Gleason Group
Kentucky
$10K +$45 +1 +0.5%
PGWM
1906
Parisi Gray Wealth Management
New Jersey
$10K +$10K +225 New
AL
1907
ADE LLC
Maryland
$10K +$10.2K +229 New
FNBOSM
1908
First National Bank of South Miami
Florida
$9K – – –
WQ
1909
Wealth Quarterback
New Jersey
$9K +$8.39K +188 New
CAL
1910
Capital Advisors Ltd
Ohio
$8K – – –
GWMIA
1911
Global Wealth Management Investment Advisory
Florida
$7K – – –
JPLA
1912
Joseph P. Lucia & Associates
New York
$7K – – –
PGAM
1913
Princeton Global Asset Management
New Jersey
$6K – – –
RAM
1914
Riggs Asset Management
Pennsylvania
$6K – – –
CWA
1915
Carolina Wealth Advisors
South Carolina
$5K -$6.07K -136 -55%
FMP
1916
Financial Management Professionals
Texas
$5K -$4.64K -104 -49%
FEG
1917
Financial Enhancement Group
Indiana
$5K – – –
PG
1918
Proffitt & Goodson
Tennessee
$5K – – –
HFS
1919
Horizon Financial Services
North Carolina
$4K – – –
BMD
1920
Better Money Decisions
New Mexico
$3K +$3.35K +75 New
SJIM
1921
St. Johns Investment Management
Florida
$2K – – –
AFG
1922
Albion Financial Group
Utah
$2K +$2.1K +47 New
CAM
1923
ClariVest Asset Management
California
$2K +$2.1K +47 New
ANBT
1924
American National Bank & Trust
Texas
$2K +$2.23K +50 New
AIA
1925
Arcadia Investment Advisors
Idaho
$1.58K +$1.56K +35 New
75 76
77
78 79