We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFS
1926
CRA Financial Services
New Jersey
$382K +$12.2K +151 +3%
BFA
1927
Beacon Financial Advisory
Ohio
$381K -$4.54K -56 -1%
IIA
1928
Integral Investment Advisors
California
$380K – – –
BMCM
1929
Bryn Mawr Capital Management
Pennsylvania
$379K -$35.4K -437 -9%
SP
1930
Stonebrook Private
Michigan
$378K +$9.57K +118 +3%
BFS
1931
BridgePort Financial Solutions
Iowa
$378K +$366K +4,509 New
NED
1932
Nancy E. Dempze
$377K – – –
GKIM
1933
GW&K Investment Management
Massachusetts
$377K +$811 +10 +0.2%
JWWM
1934
Johnson & White Wealth Management
Pennsylvania
$377K +$1.78K +22 +0.5%
BHWM
1935
Bar Harbor Wealth Management
New Hampshire
$376K – – –
CBT
1936
CoreFirst Bank & Trust
Kansas
$375K -$9.16K -113 -2%
ATS
1937
Ashton Thomas Securities
New York
$374K +$81.7K +1,008 +29%
PS
1938
Planned Solutions
California
$374K +$94.7K +1,168 +36%
VCP
1939
Vista Capital Partners
Oregon
$373K +$361K +4,448 New
AA
1940
ALPS Advisors
Colorado
$372K -$110K -1,360 -23%
GA
1941
GSG Advisors
New Jersey
$372K +$373K +4,602 New
OFW
1942
Omnia Family Wealth
Florida
$372K +$7.38K +91 +2%
SEP
1943
Southland Equity Partners
Missouri
$372K -$2.11K -26 -0.6%
LAM
1944
Lewis Asset Management
California
$371K +$2.03K +25 +0.6%
NCM
1945
Narwhal Capital Management
Georgia
$371K -$82.3K -1,015 -19%
AIA
1946
Accelerate Investment Advisors
California
$371K +$3.08K +38 +0.9%
FAB
1947
First American Bank
Illinois
$371K – – –
PWM
1948
Partners Wealth Management
California
$370K -$70.1K -864 -16%
CCM
1949
Check Capital Management
California
$370K – – –
PWG
1950
Private Wealth Group
Florida
$369K -$6.81K -84 -2%
76 77
78
79 80