We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CTA
2026
Colonial Trust Advisors
South Carolina
$279K +$5.63K +75 +2%
CFS
2027
CRA Financial Services
New Jersey
$278K +$72.2K +962 +33%
TNBTD
2028
Trustmark National Bank Trust Department
Mississippi
$278K +$12.8K +170 +5%
VC
2029
Vicus Capital
Pennsylvania
$278K -$66.4K -884 -19%
XSC
2030
X-Square Capital
Puerto Rico
$278K +$676 +9 +0.2%
SWA
2031
Sax Wealth Advisors
New Jersey
$278K +$290K +3,869 New
CCA
2032
Cooper Capital Advisors
California
$278K -$10.9K -145 -4%
GWMI
2033
Guardian Wealth Management (Illinois)
Illinois
$277K +$450 +6 +0.2%
OWA
2034
Octavia Wealth Advisors
Ohio
$276K -$14.2K -189 -5%
FSA
2035
Financial Security Advisor
Virginia
$276K +$7.21K +96 +3%
PBF
2036
Petix & Botte Financial
California
$275K – – –
CCA
2037
Cottonwood Capital Advisors
Utah
$275K +$150 +2 +0.1%
UWM
2038
United Wealth Management
Virginia
$274K -$73.6K -980 -20%
FNWA
2039
Financial Network Wealth Advisors
Utah
$274K +$35.8K +477 +14%
DO
2040
denkapparat Operations
Germany
$274K -$712K -9,488 -71%
CWA
2041
Centennial Wealth Advisory
Michigan
$273K +$21K +280 +8%
ABLA
2042
Alan B. Lancz & Associates
Ohio
$273K -$75.1K -1,000 -21%
HWM
2043
HRC Wealth Management
Idaho
$273K +$826 +11 +0.3%
BC
2044
Brio Consultants
California
$273K +$2.03K +27 +0.7%
NCTC
2045
New Covenant Trust Company
Indiana
$272K -$23.8K -317 -8%
CAI
2046
Capital Advisors Inc
Oklahoma
$272K +$46.1K +614 +19%
WCFA
2047
Walkner Condon Financial Advisors
Wisconsin
$271K +$20.3K +271 +8%
VFG
2048
Victory Financial Group
Texas
$271K +$62.4K +831 +28%
PCM
2049
Penserra Capital Management
California
$271K -$667K -8,886 -70%
GSF
2050
Grove Street Fiduciary
New Hampshire
$270K – – –
80 81
82
83 84