WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CWAF
2101
Core Wealth Advisors (Florida)
Florida
$29K – – –
OCM
2102
Orion Capital Management
California
$29K – – –
GWP
2103
Gen-Wealth Partners
Michigan
$29K +$26.2K +500 New
AT
2104
Arlington Trust
Alabama
$28.1K -$1.67K -32 -6%
BC
2105
Barrett & Company
Rhode Island
$27.7K – – –
PPC
2106
Park Place Capital
Alabama
$27.6K -$6.7K -128 -21%
SWM
2107
Sanctuary Wealth Management
Idaho
$27.6K – – –
SHIM
2108
Stone House Investment Management
Pennsylvania
$27.1K +$105 +2 +0.4%
HB
2109
Horizon Bancorp
Indiana
$27K – – –
JFG
2110
JDM Financial Group
Texas
$27K – – –
PWMG
2111
Private Wealth Management Group
New Jersey
$26.1K – – –
RFG
2112
RFP Financial Group
Georgia
$25.5K -$8.48K -162 -27%
BAM
2113
Byrne Asset Management
New Jersey
$25.5K +$3.4K +65 +17%
MFA
2114
McClarren Financial Advisors
Pennsylvania
$25K +$157 +3 +0.7%
BAM
2115
Bellevue Asset Management
Washington
$24.6K +$157 +3 +0.7%
MLA
2116
MB, Levis & Associates
Pennsylvania
$24.3K – – –
HDIM
2117
Hanson & Doremus Investment Management
Vermont
$24K +$4.97K +95 +31%
VWA
2118
Valued Wealth Advisors
Utah
$23.8K +$10.8K +207 +102%
T
2119
Tidemark
California
$23.7K +$9.47K +181 +79%
RS
2120
Rakuten Securities
Japan
$23.4K -$4.24K -81 -17%
NC
2121
nVerses Capital
Florida
$23.2K +$20.9K +400 New
CAM
2122
Costello Asset Management
Pennsylvania
$23.1K – – –
NC
2123
NewSquare Capital
Pennsylvania
$22.2K -$52 -1 -0.3%
EFP
2124
EnRich Financial Partners
Wisconsin
$21.7K +$19.6K +375 New
AIC
2125
Archer Investment Corporation
Indiana
$21.7K +$576 +11 +3%
83 84
85
86 87