We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LWM
2251
Lionshead Wealth Management
New York
$284K +$3.62K +45 +1%
MWA
2252
Motive Wealth Advisors
Michigan
$284K -$15.7K -195 -5%
LWCFA
2253
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$284K -$48.6K -605 -15%
UWPG
2254
Ullmann Wealth Partners Group
Florida
$284K +$9.64K +120 +4%
CCAM
2255
Cascades Capital Asset Management
North Carolina
$283K -$16.2K -202 -6%
JGIA
2256
Jackson Grant Investment Advisers
Connecticut
$283K – – –
SCG
2257
Sonata Capital Group
Washington
$282K -$80.4K -1,000 -23%
VAM
2258
Verity Asset Management
North Carolina
$282K +$274K +3,407 New
BWS
2259
BCR Wealth Strategies
Alabama
$281K – – –
ABLA
2260
Alan B. Lancz & Associates
Ohio
$281K – – –
AIP
2261
Avail Investment Partners
Pennsylvania
$280K +$273K +3,394 New
CPC
2262
Consolidated Planning Corp
Georgia
$280K +$3.54K +44 +1%
VFP
2263
Verus Financial Partners
Virginia
$279K +$321 +4 +0.1%
HA
2264
HFG Advisors
Ohio
$279K -$25.4K -316 -9%
FGWP
2265
Founders Grove Wealth Partners
Virginia
$279K +$271K +3,376 New
ADL
2266
Asset Dedication LLC
California
$279K -$21K -261 -7%
CWP
2267
Core Wealth Partners
California
$279K +$4.1K +51 +2%
EWA
2268
Emergent Wealth Advisors
New York
$278K +$13.5K +168 +5%
MTIC
2269
Missouri Trust & Investment Company
Missouri
$277K – – –
CFA
2270
Capstone Financial Advisors
Illinois
$277K +$9.08K +113 +3%
SW
2271
Solidarity Wealth
Utah
$277K -$1.85K -23 -0.7%
AWA
2272
AGH Wealth Advisors
Kansas
$277K +$269K +3,353 New
ETS
2273
ESL Trust Services
New York
$277K – – –
JWM
2274
Johnson Wealth Management
North Dakota
$277K +$6.83K +85 +3%
GCM
2275
Graham Capital Management
Connecticut
$276K +$225K +2,805 +520%
89 90
91
92 93