We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WOSD
2051
WFA of San Diego
California
– -$39K -1,000 Closed
RIM
2052
Rockbridge Investment Management
New York
– -$36.8K -940 Closed
CH
2053
Canton Hathaway
Rhode Island
– -$32K -815 Closed
AWM
2054
Activest Wealth Management
Florida
– -$32K -812 Closed
AIL
2055
AGF Investments LLC
Ontario, Canada
– -$26K -673 Closed
CWM
2056
Curi Wealth Management
North Carolina
– -$19K -490 Closed
T2I
2057
Turim 21 Investimentos
Brazil
– -$16K -412 Closed
TFP
2058
Tilia Fiduciary Partners
North Carolina
– -$15K -375 Closed
AIP
2059
Ahrens Investment Partners
Louisiana
– -$15K -370 Closed
HF
2060
Halpern Financial
Virginia
– -$14.4K -368 Closed
TCWM
2061
Total Clarity Wealth Management
Illinois
– -$14K -349 Closed
TWP
2062
TFO Wealth Partners
Ohio
– -$13K -332 Closed
SIAP
2063
Sterling Investment Advisors (Pennsylvania)
Pennsylvania
– -$12K -294 Closed
HFS
2064
Heritage Financial Services
Massachusetts
– -$10K -266 Closed
COCM
2065
Charter Oak Capital Management
New Hampshire
– -$11K -238 Closed
SC
2066
Siena Capital
Ohio
– -$8K -200 Closed
CHC
2067
City Holding Co
West Virginia
– -$7K -191 Closed
GWMIA
2068
Global Wealth Management Investment Advisory
Florida
– -$6K -151 Closed
LS
2069
Leelyn Smith
Illinois
– -$6.44K -150 -96%
JPLA
2070
Joseph P. Lucia & Associates
New York
– -$4K -100 Closed
RBC
2071
Roble Belko & Company
Pennsylvania
– -$3K -87 Closed
VRM
2072
Vectors Research Management
New York
– -$3K -85 Closed
MS
2073
Marshall & Sullivan
Washington
– -$2K -56 Closed
WA
2074
WestEnd Advisors
North Carolina
– -$2.15K -55 Closed
FIA
2075
FNY Investment Advisers
New York
– -$1K -35 Closed