We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SWM
2201
Sculati Wealth Management
Michigan
$258K – – –
AWA
2202
AGH Wealth Advisors
Kansas
$258K +$24.8K +306 +11%
BBA
2203
Braun-Bostich & Associates
Pennsylvania
$258K +$7.05K +87 +3%
JWM
2204
Jessup Wealth Management
Ohio
$258K – – –
CCFM
2205
Clear Creek Financial Management
Washington
$257K +$32.3K +398 +15%
IPWA
2206
International Private Wealth Advisors
California
$257K -$324 -4 -0.1%
WRPWM
2207
Werba Rubin Papier Wealth Management
California
$256K +$34.1K +420 +16%
CA
2208
Cannon Advisors
North Carolina
$256K +$246K +3,031 New
LS
2209
Leelyn Smith
Illinois
$256K – – –
ARG
2210
Advisory Resource Group
Oklahoma
$255K +$1.3K +16 +0.5%
TF
2211
Tompkins Financial
New York
$255K – – –
AT
2212
Avalon Trust
New Mexico
$255K +$184K +2,275 +295%
CCA
2213
Catalyst Capital Advisors
New York
$255K -$10.7K -132 -4%
SHWM
2214
Smith & Howard Wealth Management
Georgia
$255K – – –
CFS
2215
Compass Financial Services
Iowa
$255K +$41K +506 +20%
SCA
2216
Scott Capital Advisors
Oregon
$254K -$13.3K -164 -5%
DFG
2217
Demars Financial Group
Washington
$253K +$245K +3,024 New
IAS
2218
Investment Advisory Services
Texas
$253K +$973 +12 +0.4%
CWA
2219
Canvas Wealth Advisors
Kansas
$253K +$1.86K +23 +0.7%
RIM
2220
RW Investment Management
Idaho
$253K – – –
FA
2221
Fiducient Advisors
Illinois
$252K +$244K +3,010 New
CAM
2222
CPA Asset Management
Florida
$252K +$1.86K +23 +0.8%
TIP
2223
Torray Investment Partners
Maryland
$251K – – –
AI
2224
AXS Investments
New York
$251K +$17.3K +213 +8%
JGIA
2225
Jackson Grant Investment Advisers
Connecticut
$251K +$64.9K +800 +36%
87 88
89
90 91