We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BFA
1926
Brown Financial Advisors
Ohio
$413K +$4.9K +57 +1%
AI
1927
AdvisorShares Investments
Maryland
$412K – – –
ACGA
1928
Atlanta Consulting Group Advisors
Georgia
$412K -$109K -1,273 -20%
AIA
1929
Alternative Investment Advisors
Florida
$412K +$38.3K +446 +9%
LWM
1930
Lakeridge Wealth Management
Ohio
$411K +$9.96K +116 +2%
SMC
1931
Smith, Moore & Co
Missouri
$411K – – –
OIS
1932
OneAscent Investment Solutions
Alabama
$411K +$3.52K +41 +0.8%
DDC
1933
DF Dent & Co
Maryland
$410K +$169K +1,965 +62%
IIA
1934
Integral Investment Advisors
California
$410K -$140K -1,629 -24%
KF
1935
Kelsey Financial
California
$410K -$88.7K -1,033 -17%
WH
1936
Willner & Heller
California
$409K +$2.4K +28 +0.5%
BBPWM
1937
Blue Bell Private Wealth Management
Pennsylvania
$407K +$84.2K +980 +24%
TF
1938
Trek Financial
Arizona
$406K -$346K -4,029 -44%
FIA
1939
FNY Investment Advisers
New York
$406K +$438K +5,100 New
VAG
1940
VisionPoint Advisory Group
Texas
$405K -$28.1K -327 -6%
FC
1941
Fusion Capital
South Carolina
$405K +$197K +2,298 +82%
BHIA
1942
Birch Hill Investment Advisors
Massachusetts
$404K – – –
RP
1943
Raelipskie Partnership
Ontario, Canada
$404K – – –
AA
1944
Ahara Advisors
New Jersey
$404K -$19.9K -232 -4%
UF
1945
Univest Financial
Pennsylvania
$403K -$55K -640 -11%
NFC
1946
Northstar Financial Companies
Pennsylvania
$403K -$16.3K -190 -4%
GSIAS
1947
Garden State Investment Advisory Services
New Jersey
$402K +$207K +2,413 +92%
RL
1948
Ruffer LLP
United Kingdom
$399K – – –
FCMC
1949
Founders Capital Management (Connecticut)
Connecticut
$398K -$20.5M -238,442 -98%
SRC
1950
Shufro Rose & Co
New York
$398K -$198K -2,300 -32%
76 77
78
79 80