We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RWM
1926
RKL Wealth Management
Pennsylvania
$205K +$185K +3,543 New
KWM
1927
Keebeck Wealth Management
Illinois
$205K +$185K +3,533 New
OA
1928
Oxbow Advisors
Texas
$205K +$185K +3,533 New
EA
1929
Echo45 Advisors
California
$204K +$184K +3,522 New
BFA
1930
Buttonwood Financial Advisors
Maryland
$204K +$184K +3,519 New
A
1931
AJOVista
Massachusetts
$203K – – –
DAM
1932
Deltec Asset Management
New York
$203K +$183K +3,500 New
MCWS
1933
McKinley Carter Wealth Services
West Virginia
$203K +$183K +3,495 New
HAS
1934
HBW Advisory Services
California
$202K – – –
HWA
1935
Heartwood Wealth Advisors
Virginia
$202K +$182K +3,483 New
BWAM
1936
Boyd Watterson Asset Management
Ohio
$202K – – –
NG
1937
Northstar Group
New York
$202K +$182K +3,479 New
TTWM
1938
TCV Trust & Wealth Management
Virginia
$201K +$182K +3,476 New
MFS
1939
Madrona Financial Services
Washington
$201K +$182K +3,474 New
SFC
1940
Sprinkle Financial Consultants
Colorado
$201K +$182K +3,473 New
GFG
1941
Goldstone Financial Group
Illinois
$201K +$181K +3,468 New
SWP
1942
Strategic Wealth Partners
Ohio
$201K +$181K +3,467 New
CIC
1943
Chilton Investment Company
Connecticut
$201K -$35.7K -683 -16%
QPW
1944
Quantum Private Wealth
Florida
$201K +$181K +3,463 New
CTWM
1945
Cherry Tree Wealth Management
Minnesota
$200K -$4.19K -80 -2%
CA
1946
CoreCap Advisors
Michigan
$198K +$179K +3,416 New
BSB
1947
Bangor Savings Bank
Maine
$194K -$19.3K -369 -10%
LJHT
1948
Laurie J. Hall Trustee
$194K -$34.5K -660 -16%
HI
1949
Hendershot Investments
Virginia
$189K – – –
HIM
1950
Hillsdale Investment Management
Ontario, Canada
$188K -$36.6K -700 -18%
76 77
78
79 80