We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AWM
1951
Abound Wealth Management
Tennessee
$80.9K +$86 +2 +0.1%
HWA
1952
Heritage Wealth Advisors
Virginia
$79K +$12.9K +300 +23%
FMTCOCP
1953
Farmers & Merchants Trust Co of Chambersburg PA
Pennsylvania
$79K +$820 +19 +1%
MFG
1954
Mendota Financial Group
Wisconsin
$78.9K – – –
CWC
1955
Carolinas Wealth Consulting
North Carolina
$78.1K +$2.07K +48 +3%
BHWM
1956
Bay Harbor Wealth Management
Maryland
$76.7K – – –
SIC
1957
SJS Investment Consulting
Ohio
$75K +$10.5K +244 +19%
MIM
1958
Macroview Investment Management
Maryland
$74.7K +$777 +18 +1%
KFI
1959
Key Financial Inc
Pennsylvania
$72.7K -$3.45K -80 -5%
FFA
1960
Frazier Financial Advisors
Ohio
$72.1K +$63.2K +1,465 New
NECFA
1961
New England Capital Financial Advisors
Connecticut
$71.9K +$475 +11 +0.8%
HCM
1962
Hollencrest Capital Management
California
$71.7K +$4.32K +100 +7%
UIA
1963
Ulland Investment Advisors
Minnesota
$71K – – –
CT
1964
Clearstead Trust
Maine
$70.4K -$6.99K -162 -10%
CWM
1965
Cranbrook Wealth Management
Michigan
$70.1K +$6.47K +150 +12%
AA
1966
Addison Advisors
Vermont
$69.4K +$13.2K +306 +28%
USB
1967
Union Savings Bank
Connecticut
$69.1K – – –
SA
1968
SRH Advisors
Kansas
$68.9K – – –
CAM
1969
Clarity Asset Management
Iowa
$66.4K +$58.3K +1,350 New
FC
1970
Family CFO
California
$66.3K – – –
KIG
1971
Kessler Investment Group
Indiana
$65.4K -$8.24K -191 -13%
GG
1972
Greenwood Gearhart
Arkansas
$63.3K +$55.7K +1,290 New
NBT
1973
Northwest Bank & Trust
Iowa
$63.2K +$55.5K +1,285 New
MWM
1974
Mascoma Wealth Management
New Hampshire
$63.1K -$5.35K -124 -9%
GJIA
1975
Glass Jacobson Investment Advisors
Maryland
$62.9K -$2.42K -56 -4%
77 78
79
80 81