We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
ACM
1901
Ayrshire Capital Management
Connecticut
$484K
AI
1902
AdvisorShares Investments
Maryland
$483K -$53.7K -619 -11%
WSA
1903
Wealth Science Advisors
Georgia
$483K +$450K +5,179 New
IB
1904
Intrust Bank
Kansas
$482K -$9.72K -112 -2%
SMC
1905
Smith, Moore & Co
Missouri
$481K
BFF
1906
Byrne Financial Freedom
Massachusetts
$481K
CIEC
1907
Crédit Industriel et Commercial
France
$481K -$707K -8,145 -61%
SSA
1908
Sierra Summit Advisors
Nevada
$480K
OAS
1909
Optivise Advisory Services
Tennessee
$479K +$106K +1,218 +31%
HFP
1910
Holistic Financial Partners
Indiana
$478K +$34.5K +397 +8%
APM
1911
Advanced Portfolio Management
New York
$478K +$7.29K +84 +2%
MSA
1912
Marino Stram & Associates
Massachusetts
$478K +$87 +1 +0%
BFA
1913
Brown Financial Advisors
Ohio
$478K -$9.81K -113 -2%
FFC
1914
First Financial Corp
Indiana
$478K
SFG
1915
Seamount Financial Group
Colorado
$478K +$3.21K +37 +0.7%
OIS
1916
OneAscent Investment Solutions
Alabama
$477K
EHAM
1917
Eagle Harbor Asset Management
Washington
$477K +$87 +1 +0%
WH
1918
Willner & Heller
California
$476K +$2.34K +27 +0.5%
QL
1919
Quarry LP
New York
$476K +$426K +4,902 +2,427%
SPA
1920
Sherbrooke Park Advisers
New York
$473K +$194K +2,235 +79%
BHIA
1921
Birch Hill Investment Advisors
Massachusetts
$473K
RP
1922
Raelipskie Partnership
Ontario, Canada
$473K -$8.25K -95 -2%
FFG
1923
Fortem Financial Group
California
$472K
PS
1924
Planned Solutions
California
$471K +$52.1K +600 +13%
LWM
1925
Lakeridge Wealth Management
Ohio
$471K -$107K -1,230 -20%