We are live on ! Find out more
WFC icon

Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
2401
Willis Investment Counsel
Georgia
$223K – – –
CCA
2402
Cooper Capital Advisors
California
$222K -$92.9K -1,082 -28%
LW
2403
Livet Wealth
Utah
$221K +$5.24K +61 +2%
EAP
2404
Elevation Advisory Partners
Florida
$221K +$214K +2,494 New
CFGW
2405
Chancellor Financial Group WB
Pennsylvania
$221K – – –
CWP
2406
Curated Wealth Partners
California
$220K -$272K -3,161 -53%
BFG
2407
Beto Financial Group
Idaho
$220K +$258 +3 +0.1%
BIA
2408
Bell Investment Advisors
California
$220K -$4.81K -56 -2%
SWA
2409
SOA Wealth Advisors
New York
$219K – – –
EFG
2410
Elevated Financial Group
Indiana
$219K -$258K -3,009 -52%
LFWA
2411
LiftPoint Family Wealth Advisors
New Jersey
$219K +$7.13K +83 +3%
WPA
2412
West Paces Advisors
Georgia
$219K +$6.18K +72 +3%
QPW
2413
Quantum Private Wealth
Florida
$219K – – –
EWA
2414
Eagle Wealth Advisors
Connecticut
$218K +$515 +6 +0.2%
SA
2415
Skyline Advisors
Washington
$218K -$2.75K -32 -1%
GWAG
2416
Garrett Wealth Advisory Group
Texas
$218K +$235K +2,740 New
BWP
2417
Balboa Wealth Partners
Arizona
$217K -$7.47K -87 -3%
AAS
2418
Asset Allocation Strategies
Michigan
$217K +$17.4K +202 +8%
PFM
2419
Patton Fund Management
Texas
$216K +$22.7K +264 +11%
GGS
2420
Galvin Gaustad & Stein
Arizona
$216K -$6.44K -75 -3%
JB Capital
2421
JB Capital
Connecticut
$216K -$3.87K -45 -2%
SGI
2422
Swan Global Investments
Colorado
$216K +$23.3K +271 +11%
RB
2423
Rodgers Brothers
Pennsylvania
$216K +$344 +4 +0.1%
JWM
2424
JPL Wealth Management
Colorado
$216K +$233K +2,708 New
MAA
2425
Mraz Amerine & Associates
California
$215K -$432K -5,035 -65%