We are live on ! Find out more
WFC icon

Wells Fargo

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