We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
NWM
1926
Northcape Wealth Management
New York
$428K +$95.2K +1,185 +30%
SMC
1927
Smith, Moore & Co
Missouri
$427K – – –
UF
1928
Univest Financial
Pennsylvania
$427K +$8.2K +102 +2%
DDC
1929
DF Dent & Co
Maryland
$426K – – –
IIA
1930
Integral Investment Advisors
California
$426K – – –
KF
1931
Kelsey Financial
California
$426K – – –
CTI
1932
Community Trust & Investment
Kentucky
$424K -$14.5K -181 -3%
FFG
1933
Fortem Financial Group
California
$424K -$8.28K -103 -2%
AFG
1934
Allegheny Financial Group
Pennsylvania
$424K -$13.8K -172 -3%
WETS
1935
Wealth Enhancement Trust Services
South Dakota
$423K +$30.1K +374 +8%
IWAO
1936
Independence Wealth Advisors (Ohio)
Ohio
$423K +$46K +573 +13%
TF
1937
Trek Financial
Arizona
$423K +$884 +11 +0.2%
BBPWM
1938
Blue Bell Private Wealth Management
Pennsylvania
$422K – – –
NPA
1939
Nichols & Pratt Advisers
Massachusetts
$421K -$32.1K -400 -7%
AA
1940
Ahara Advisors
New Jersey
$421K +$1.85K +23 +0.5%
BHIA
1941
Birch Hill Investment Advisors
Massachusetts
$420K – – –
FC
1942
Fusion Capital
South Carolina
$419K -$1.29K -16 -0.3%
RP
1943
Raelipskie Partnership
Ontario, Canada
$419K – – –
NWWA
1944
New Wave Wealth Advisors
Arkansas
$419K +$105K +1,308 +35%
TC
1945
TwinBeech Capital
New York
$418K -$257K -3,202 -39%
NFC
1946
Northstar Financial Companies
Pennsylvania
$418K – – –
ACS
1947
Archford Capital Strategies
Illinois
$418K -$594K -7,390 -59%
PFW
1948
Petros Family Wealth
Minnesota
$416K -$25.4K -316 -6%
LWM
1949
Lakeridge Wealth Management
Ohio
$415K -$11.7K -146 -3%
SF
1950
Symphony Financial
Texas
$413K +$118K +1,465 +42%
76 77
78
79 80