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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MAM
2576
Marquette Asset Management
Minnesota
$27.8K +$22.2K +274 +472%
RWA
2577
Redmont Wealth Advisors
Illinois
$26.8K – – –
AIM
2578
Access Investment Management
Georgia
$26.5K – – –
MDA
2579
Minot DeBlois Advisors
Massachusetts
$26.3K -$20.8K -256 -45%
NOI
2580
Newton One Investments
Delaware
$25.9K +$162 +2 +0.6%
RWS
2581
Retirement Wealth Solutions
Wisconsin
$25.8K +$487 +6 +2%
PSFG
2582
Park Square Financial Group
Georgia
$25.2K -$197K -2,430 -89%
BCM
2583
Berbice Capital Management
New York
$25.1K – – –
DWM
2584
Dogwood Wealth Management
Kansas
$25.1K +$4.14K +51 +21%
TIAAOA
2585
Teachers Insurance & Annuity Association of America
New York
$24.5K +$23.7K +292 New
BGWM
2586
Bridge Generations Wealth Management
Florida
$23.5K – – –
CCM
2587
Copeland Capital Management
Pennsylvania
$21.6K – – –
TPBG
2588
Turning Point Benefit Group
Maryland
$21.6K +$21.7K +267 New
HB
2589
Horizon Bancorp
Indiana
$21K – – –
CMP
2590
Coston McIsaac & Partners
Maine
$21K +$81 +1 +0.4%
EWP
2591
Elevation Wealth Partners
California
$19.7K +$14.2K +175 +292%
GF
2592
GGM Financials
Ohio
$19.4K +$18.7K +231 New
KA
2593
Kozak & Associates
Colorado
$18.9K +$81 +1 +0.4%
HHGA
2594
Halbert Hargrove Global Advisors
California
$18.3K +$17.7K +218 New
HIW
2595
Holos Integrated Wealth
Pennsylvania
$18K – – –
CWM
2596
Consultiva Wealth Management
Puerto Rico
$17.4K – – –
QL
2597
Quarry LP
New York
$16.9K -$216K -2,665 -93%
WA
2598
Whipplewood Advisors
Colorado
$16.8K -$48.5K -598 -75%
ICCON
2599
Investment Counsel Company of Nevada
Nevada
$16.8K – – –
PG
2600
Proffitt & Goodson
Tennessee
$16.4K +$15.9K +196 New