We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CIR
2251
Clear Investment Research
Georgia
$192K – – –
MHR
2252
Matthew Hamilton Rosenberg
$189K +$8.26K +121 +5%
SO
2253
Sierra Ocean
California
$188K +$183K +2,682 New
C
2254
Covestor
United Kingdom
$186K +$89.8K +1,316 +99%
NMG
2255
New Millennium Group
Utah
$185K +$888 +13 +0.5%
PH
2256
Pinnacle Holdings
Oklahoma
$183K -$40.9K -599 -19%
LJHT
2257
Laurie J. Hall Trustee
$183K -$50.9K -745 -22%
MTIC
2258
Missouri Trust & Investment Company
Missouri
$183K – – –
1L
2259
10Elms LLP
Oklahoma
$183K +$178K +2,601 New
PFA
2260
Pathway Financial Advisers
Indiana
$182K – – –
CB
2261
CNB Bank
Pennsylvania
$179K -$68 -1 -0%
GL
2262
GHE LLC
Tennessee
$177K – – –
CBT
2263
Crews Bank & Trust
Florida
$171K +$166K +2,437 New
PAG
2264
Paladin Advisory Group
Iowa
$169K -$36.5K -534 -18%
EFG
2265
Ethos Financial Group
Pennsylvania
$166K +$162K +2,367 New
HWM
2266
Hemington Wealth Management
Virginia
$166K +$19K +278 +13%
ECM
2267
Elgethun Capital Management
South Dakota
$161K -$6.03M -88,263 -97%
DIP
2268
DT Investment Partners
Pennsylvania
$159K -$108K -1,584 -41%
PCWA
2269
Pacific Capital Wealth Advisors
California
$158K -$37.8K -553 -20%
AAG
2270
Armstrong Advisory Group
Massachusetts
$157K +$17.2K +252 +13%
GCM
2271
Gables Capital Management
Florida
$155K – – –
JGIA
2272
Jackson Grant Investment Advisers
Connecticut
$154K – – –
FWA
2273
Flagship Wealth Advisors
Massachusetts
$154K +$150K +2,191 New
PA
2274
PSI Advisors
Florida
$152K +$68 +1 +0%
AIM
2275
Acropolis Investment Management
Missouri
$148K – – –
89 90
91
92 93