We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WAM
1951
Westport Asset Management
Connecticut
$48K – – –
AIM
1952
AHL Investment Management
Florida
$46K +$47K +954 New
SWM
1953
Selective Wealth Management
Virginia
$45K – – –
FMB
1954
Field & Main Bank
Kentucky
$43K +$44.3K +900 New
ETC
1955
Exchange Traded Concepts
Oklahoma
$41K -$1.03K -21 -2%
BWL
1956
Bogart Wealth LLC
Virginia
$40K – – –
TC
1957
Truvestments Capital
Florida
$40K +$837 +17 +2%
HS
1958
Horan Securities
United States
$40K +$40.6K +825 New
CH
1959
Canton Hathaway
Rhode Island
$39K – – –
AA
1960
AlphaMark Advisors
Kentucky
$38K -$4.92K -100 -11%
CAM
1961
Costello Asset Management
Pennsylvania
$38K – – –
HIM
1962
Hillsdale Investment Management
Ontario, Canada
$38K +$39.4K +800 New
APP
1963
Alpha Paradigm Partners
Illinois
$37K -$151K -3,064 -80%
BWA
1964
BDO Wealth Advisors
Florida
$37K -$64K -1,300 -63%
FFG
1965
Ford Financial Group
California
$37K +$38.2K +775 New
WPWM
1966
Western Pacific Wealth Management
Illinois
$37K +$38.8K +789 New
PO
1967
Private Ocean
California
$35K -$19.4K -394 -35%
FCG
1968
Financial Connections Group
California
$35K +$36.5K +741 New
BA
1969
Bellwether Advisors
Nebraska
$34K – – –
HDIM
1970
Hanson & Doremus Investment Management
Vermont
$34K +$49 +1 +0.1%
CHA
1971
Carmichael Hill & Associates
Maryland
$34K +$148 +3 +0.4%
GAM
1972
Gemmer Asset Management
California
$33K -$3.5K -71 -9%
AWM
1973
Activest Wealth Management
Florida
$33K -$1.97K -40 -6%
TCCM
1974
Timber Creek Capital Management
Massachusetts
$33K – – –
SIS
1975
Sound Income Strategies
Florida
$33K +$12.7K +258 +60%
77 78
79
80 81