We are live on ! Find out more
WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SF
2251
Symphony Financial
Texas
$273K -$77.9K -907 -21%
JGIA
2252
Jackson Grant Investment Advisers
Connecticut
$272K +$32.2K +375 +12%
PB
2253
Prosperity Bancshares
Texas
$272K -$70.2K -817 -19%
MWM
2254
MinichMacGregor Wealth Management
New York
$272K -$253K -2,946 -46%
WS
2255
Wilian Securities
Minnesota
$271K -$1.12K -13 -0.4%
ABLA
2256
Alan B. Lancz & Associates
Ohio
$271K -$34.4K -400 -11%
OC
2257
Oakworth Capital
Alabama
$270K +$344 +4 +0.1%
BWS
2258
BCR Wealth Strategies
Alabama
$270K -$32.8K -382 -10%
CWA
2259
Consilio Wealth Advisors
Washington
$270K -$12.5K -145 -4%
LWM
2260
Lionshead Wealth Management
New York
$270K -$7.04K -82 -2%
ACA
2261
Affinity Capital Advisors
California
$269K +$9.96K +116 +4%
SW
2262
Solidarity Wealth
Utah
$269K +$290K +3,376 New
OFW
2263
Omnia Family Wealth
Florida
$268K -$91.9K -1,070 -24%
SCA
2264
Scott Capital Advisors
Oregon
$267K -$1.37K -16 -0.5%
ETS
2265
ESL Trust Services
New York
$267K – – –
IFA
2266
Index Fund Advisors
California
$267K -$773 -9 -0.3%
VC
2267
Veery Capital
Delaware
$266K -$4.04K -47 -1%
CPC
2268
Consolidated Planning Corp
Georgia
$266K -$67.5K -786 -19%
FPL
2269
Fortress Private Ledger
North Carolina
$265K -$1.19M -13,908 -81%
BW
2270
BXM Wealth
Colorado
$265K -$19.2K -224 -6%
CWP
2271
Core Wealth Partners
California
$264K -$1.46K -17 -0.5%
QFW
2272
QTR Family Wealth
Florida
$264K +$55.4K +645 +25%
UWPG
2273
Ullmann Wealth Partners Group
Florida
$264K -$79.6K -927 -22%
CIAS
2274
CFS Investment Advisory Services
New Jersey
$263K +$278K +3,236 New
CPCP
2275
Cedar Point Capital Partners
Iowa
$263K – – –
89 90
91
92 93