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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SW
551
Simplicity Wealth
New Jersey
$5.59M +$637K +10,793 +13%
AWM
552
AE Wealth Management
Kansas
$5.58M +$782K +13,241 +16%
PS
553
Principal Securities
Iowa
$5.55M +$545K +9,240 +11%
SFI
554
Siemens Fonds Invest
Germany
$5.53M -$9.74K -165 -0.2%
MAM
555
Madison Asset Management
Wisconsin
$5.51M -$118K -1,998 -2%
CWM
556
Concentric Wealth Management
California
$5.51M +$60.6K +1,027 +1%
BBWA
557
Bell & Brown Wealth Advisors
California
$5.51M +$1.24M +20,944 +29%
CFO
558
Callan Family Office
Pennsylvania
$5.46M +$31.7K +537 +0.6%
TMAM
559
Tokio Marine Asset Management
Japan
$5.45M +$73.6K +1,246 +1%
HW
560
Hancock Whitney
Mississippi
$5.42M +$4.77M +80,854 +777%
CA
561
Continental Advisors
Utah
$5.4M
CK
562
Cohen Klingenstein
New York
$5.4M
SC
563
Savant Capital
Illinois
$5.39M -$4.07K -69 -0.1%
SWP
564
Stratos Wealth Partners
Ohio
$5.37M +$161K +2,722 +3%
ECM
565
Elgethun Capital Management
South Dakota
$5.35M -$95.9K -1,625 -2%
CP
566
Clayton Partners
California
$5.34M -$53.4K -905 -1%
BCM
567
Brookmont Capital Management
Texas
$5.34M -$149K -2,524 -3%
Kovitz Investment Group Partners
568
Kovitz Investment Group Partners
Illinois
$5.31M -$2.37M -40,074 -31%
DWM
569
Dorchester Wealth Management
Quebec, Canada
$5.29M -$452K -7,660 -8%
Assenagon Asset Management
570
Assenagon Asset Management
Luxembourg
$5.28M +$13.6K +231 +0.3%
SI
571
Stephens Inc
Arkansas
$5.28M -$404K -6,838 -7%
LMIM
572
Lockheed Martin Investment Management
Maryland
$5.26M +$5.22M +88,500 New
MWM
573
Mission Wealth Management
California
$5.25M -$1.67M -28,250 -24%
TIAA Trust, National Association
574
TIAA Trust, National Association
North Carolina
$5.25M -$125K -2,121 -2%
IWC
575
Integrated Wealth Concepts
Massachusetts
$5.25M -$195K -3,298 -4%