We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LFG
1926
Larson Financial Group
Missouri
$20K +$187 +4 +1%
HDIM
1927
Hanson & Doremus Investment Management
Vermont
$19K -$5.85K -125 -24%
RTC
1928
Riverview Trust Company
Washington
$18K -$2.62K -56 -13%
SIS
1929
Sound Income Strategies
Florida
$18K -$1.26K -27 -7%
NIM
1930
NuWave Investment Management
New Jersey
$17K -$63.1K -1,350 -79%
W
1931
WealthStone
Ohio
$14K +$13.8K +296 New
CBT
1932
Central Bank & Trust
Kentucky
$14K – – –
EAM
1933
Eukles Asset Management
Ohio
$13K +$2.34K +50 +21%
FNBOSM
1934
First National Bank of South Miami
Florida
$12K -$62.6K -1,339 -85%
WIM
1935
Westside Investment Management
California
$12K +$12.2K +260 New
AWM
1936
AllSquare Wealth Management
New York
$11K – – –
GWA
1937
Guidant Wealth Advisors
Illinois
$11K – – –
DPA
1938
Delphi Private Advisors
California
$10K – – –
HWM
1939
Holloway Wealth Management
Florida
$10K – – –
EI
1940
Ellevest Inc
New York
$10K +$10.1K +216 New
APSP
1941
Asset Planning Services (Pennsylvania)
Pennsylvania
$9K – – –
CAL
1942
Capital Advisors Ltd
Ohio
$8K -$5K -107 -38%
BAMG
1943
Brand Asset Management Group
Missouri
$8K – – –
TA
1944
TCG Advisors
Texas
$7K -$935 -20 -11%
BHWM
1945
Bay Harbor Wealth Management
Maryland
$7K – – –
SIA
1946
SeaBridge Investment Advisors
New Jersey
$6K – – –
JPLA
1947
Joseph P. Lucia & Associates
New York
$5K – – –
MFT
1948
Moisand Fitzgerald Tamayo
Florida
$5K – – –
BEI
1949
Benjamin Edwards Inc
Missouri
$4K -$28.1K -600 -89%
TFA
1950
Toth Financial Advisory
Virginia
$2K – – –
76 77
78
79 80