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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SA
2901
Seneschal Advisors
Washington
$2.24K – – –
NL
2902
NorthAvenue LLC
Ohio
$1.49K +$1.39K +16 New
EWM
2903
Evolution Wealth Management
Florida
$1.49K +$521 +6 +60%
APW
2904
Atlantic Private Wealth
North Carolina
$1.41K +$1.3K +15 New
BA
2905
Bard Associates
Illinois
$1.4K +$1.3K +15 New
UFF
2906
USA Financial Formulas
Michigan
$932 +$868 +10 New
FDW
2907
Fourth Dimension Wealth
Ohio
$746 +$695 +8 New
OCM
2908
Osbon Capital Management
Massachusetts
$746 +$695 +8 New
SVWA
2909
Sarver Vrooman Wealth Advisors
Missouri
$466 – – –
P
2910
Palladiem
Pennsylvania
$466 +$434 +5 New
BWM
2911
Bullock Wealth Management
Indiana
$297 – – –
CIAM
2912
Caitong International Asset Management
Hong Kong
$280 – – –
WCM
2913
Westend Capital Management
California
$215 – – –
AS
2914
Altshuler Shaham
Israel
– -$144M -1,723,180 Closed
FGP
2915
Freestone Grove Partners
California
– -$45M -536,612 Closed
ECM
2916
ExodusPoint Capital Management
New York
– -$31.7M -378,072 Closed
NCM
2917
Nearwater Capital Markets
Ireland
– -$30.2M -360,000 Closed
AIM
2918
Achmea Investment Management
Netherlands
– -$23.8M -283,582 Closed
EF
2919
Empowered Funds
Pennsylvania
– -$23.6M -281,156 Closed
JC
2920
JBF Capital
Colorado
– -$16.8M -200,000 Closed
Point72 Asset Management
2921
Point72 Asset Management
Connecticut
– -$16.1M -185,830 Closed
LMIM
2922
Lockheed Martin Investment Management
Maryland
– -$13.8M -164,200 Closed
LCM
2923
Laurion Capital Management
New York
– -$12.8M -152,674 Closed
PL
2924
Parkwood LLC
Ohio
– -$11.1M -131,970 Closed
VSI
2925
Verde Servicos Internacionais
Brazil
– -$9.93M -118,445 Closed