We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACM
1951
AlphaStar Capital Management
North Carolina
– -$417K -7,750 Closed
JWCA
1952
J.W. Cole Advisors
Florida
– -$417K -7,742 Closed
SDAM
1953
Shulman DeMeo Asset Management
New York
– -$414K -7,702 Closed
BA
1954
Bristlecone Advisors
Washington
– -$414K -7,696 Closed
SWM
1955
Segment Wealth Management
Texas
– -$412K -7,658 Closed
MSAM
1956
Moloney Securities Asset Management
Missouri
– -$409K -7,612 Closed
PFS
1957
Physicians Financial Services
North Carolina
– -$409K -7,603 Closed
EGA
1958
E&G Advisors
Texas
– -$409K -7,598 Closed
WA
1959
WBH Advisory
Maryland
– -$408K -7,595 Closed
MWM
1960
Minot Wealth Management
Massachusetts
– -$367K -7,558 Closed
BCP
1961
Blue Chip Partners
Michigan
– -$405K -7,534 Closed
GBBWRPM
1962
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
– -$402K -7,466 Closed
GWCM
1963
Godshalk Welsh Capital Management
Pennsylvania
– -$401K -7,450 Closed
MPCG
1964
Matrix Private Capital Group
New York
– -$399K -7,420 Closed
OFW
1965
Omnia Family Wealth
Florida
– -$399K -7,417 Closed
AFM
1966
Andesa Financial Management
Pennsylvania
– -$394K -7,298 Closed
RPWA
1967
Regent Peak Wealth Advisors
Georgia
– -$392K -7,296 Closed
HCA
1968
Harbour Capital Advisors
Virginia
– -$392K -7,291 Closed
BAS
1969
Brown Advisory Securities
Maryland
– -$392K -7,271 Closed
BCWM
1970
Blue Chip Wealth Management
Florida
– -$389K -7,230 Closed
LNB
1971
Ledyard National Bank
– -$388K -7,209 Closed
QT
1972
Quantamental Technologies
New York
– -$387K -7,195 Closed
V
1973
VeraBank
Texas
– -$385K -7,151 Closed
PIM
1974
Penobscot Investment Management
Massachusetts
– -$384K -7,139 Closed
SAA
1975
Southeast Asset Advisors
Georgia
– -$383K -7,111 Closed
77 78
79
80 81