WFC icon

Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WI
2451
Wintrust Investments
Illinois
$25K -$30.7K -449 -56%
AIC
2452
Archer Investment Corporation
Indiana
$24.7K – – –
MIM
2453
Meridiem Investment Management
United Kingdom
$24.6K – – –
NRG
2454
Nemes Rush Group
Michigan
$24K +$16.2K +237 +228%
EPIM
2455
Evelyn Partners Investment Management
$23.9K +$23.2K +340 New
FIA
2456
FPC Investment Advisory
California
$23.9K +$20.7K +303 New
RTL
2457
Red Tortoise LLC
Georgia
$23.6K – – –
CMA
2458
Cedar Mountain Advisors
Oregon
$23.2K -$9.97K -146 -31%
MWA
2459
Medallion Wealth Advisors
Connecticut
$22.7K +$21.8K +319 New
T
2460
Tidemark
California
$22.7K +$5.53K +81 +33%
MSG
2461
Main Street Group
Virginia
$22.5K – – –
SSG
2462
Summit Securities Group
New York
$21.9K +$21.3K +312 New
PP
2463
PFS Partners
New Jersey
$21.8K – – –
CSWM
2464
Cassady Schiller Wealth Management
Ohio
$21.6K +$15.6K +229 +290%
NOI
2465
Newton One Investments
Delaware
$21.4K +$20.8K +305 New
IMC
2466
Investment Management Corporation
Virginia
$21.2K +$20.6K +302 New
RWS
2467
Retirement Wealth Solutions
Wisconsin
$21.1K +$20.6K +302 New
WIM
2468
Westside Investment Management
California
$21.1K – – –
BCM
2469
Berbice Capital Management
New York
$21.1K +$20.5K +300 New
CF
2470
Conquis Financial
California
$20.8K +$20.2K +296 New
BIM
2471
Breakwater Investment Management
Washington
$20.2K – – –
BGWM
2472
Bridge Generations Wealth Management
Florida
$19.7K +$19.1K +280 New
CFS
2473
CGC Financial Services
Oregon
$19.7K – – –
CCM
2474
Copeland Capital Management
Pennsylvania
$18.1K +$17.6K +258 New
CMP
2475
Coston McIsaac & Partners
Maine
$18K – – –
97 98
99
100 101