WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFPW
1926
BOK Financial Private Wealth
Colorado
$100K -$14.1K -327 -14%
SR
1927
Syntax Research
Florida
$100K – – –
GFPC
1928
Global Financial Private Client
Florida
$99.5K – – –
DIP
1929
DT Investment Partners
Pennsylvania
$99.3K – – –
BWM
1930
BKM Wealth Management
Wisconsin
$98.5K +$86.3K +2,001 New
AWM
1931
Ameliora Wealth Management
Switzerland
$98.4K – – –
CYG
1932
Clean Yield Group
Vermont
$98.4K – – –
SOAMC
1933
Spirit of America Management Corp
New York
$98.4K – – –
AAG
1934
Armstrong Advisory Group
Massachusetts
$97.6K – – –
WFA
1935
West Financial Advisors
Iowa
$97.5K +$34.5K +800 +68%
OC
1936
Oakworth Capital
Alabama
$96.4K -$7.77K -180 -8%
PI
1937
PEAK6 Investments
Illinois
$95.3K +$83.5K +1,936 New
TSWM
1938
Tyler-Stone Wealth Management
Ohio
$94.4K +$820 +19 +1%
JEST
1939
JTC Employer Solutions Trustee
Jersey
$94K – – –
LTI
1940
Laffer Tengler Investments
Tennessee
$93.7K – – –
BWL
1941
Bogart Wealth LLC
Virginia
$93.1K +$3.24K +75 +4%
C
1942
Covestor
United Kingdom
$93K +$29.7K +689 +58%
RA
1943
Rise Advisors
New York
$91.3K +$34.5K +800 +76%
RL
1944
Rogco LP
Oklahoma
$90.3K – – –
WAS
1945
Winch Advisory Services
Wisconsin
$89.5K +$604 +14 +0.8%
GCM
1946
Gables Capital Management
Florida
$88.6K – – –
ATC
1947
Adirondack Trust Company
New York
$85.9K -$9.28K -215 -12%
BDS
1948
Banco de Sabadell
Florida
$84K -$45.4K -1,053 -38%
SWA
1949
SOA Wealth Advisors
New York
$81.6K -$2.59K -60 -3%
AWM
1950
Abound Wealth Management
Tennessee
$80.9K +$86 +2 +0.1%
76 77
78
79 80