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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CG
501
Cynosure Group
Utah
$5.49M -$1.24M -28,730 -20%
RG
502
Rathbones Group
United Kingdom
$5.48M -$200K -4,624 -4%
NC
503
NBW Capital
Massachusetts
$5.37M -$16.5K -382 -0.3%
ATPW
504
Ashton Thomas Private Wealth
Arizona
$5.3M -$385K -8,923 -8%
Luther King Capital Management (LKCM)
505
Luther King Capital Management (LKCM)
Texas
$5.28M -$26.7K -618 -0.6%
USAA
506
United Services Automobile Association
Texas
$5.28M +$403K +9,343 +10%
CFLC
507
California First Leasing Corp
California
$5.24M
DA
508
Duality Advisers
Florida
$5.23M +$4.59M +106,277 New
PA
509
Procyon Advisors
Connecticut
$5.19M +$106K +2,464 +2%
FNBOO
510
First National Bank of Omaha
Nebraska
$5.16M -$125K -2,891 -3%
UAM
511
Unison Asset Management
Florida
$5.1M
PFS
512
Prospera Financial Services
Texas
$5.09M -$863 -20 -0%
WT
513
Whittier Trust
California
$5.07M -$721K -16,712 -14%
AWS
514
Atria Wealth Solutions
New York
$4.99M +$133K +3,093 +3%
HCM
515
Hutchinson Capital Management
California
$4.96M -$293K -6,795 -6%
DWM
516
Dorchester Wealth Management
Quebec, Canada
$4.96M -$61.9K -1,435 -1%
MIM
517
Morningstar Investment Management
Illinois
$4.94M +$4.33M +100,396 New
MCA
518
Mendon Capital Advisors
Florida
$4.92M +$4.32M +100,000 New
Acadian Asset Management
519
Acadian Asset Management
Massachusetts
$4.92M -$713K -16,525 -14%
TPCW
520
TD Private Client Wealth
New York
$4.91M -$554K -12,843 -11%
IGAM
521
iA Global Asset Management
Quebec, Canada
$4.9M +$1.51M +35,054 +54%
PA
522
PFG Advisors
Arizona
$4.89M -$25.6K -593 -0.6%
BS
523
Banco Santander
Spain
$4.88M -$112K -2,593 -3%
HPG
524
Harvest Portfolios Group
Ontario, Canada
$4.88M -$472K -10,932 -10%
ESBC
525
E.S. Barr & Co
Kentucky
$4.87M -$106K -2,450 -2%