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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WF
576
Welch & Forbes
Massachusetts
$3.97M +$26.5K +506 +0.7%
NAS
577
NWF Advisory Services
California
$3.97M -$769K -14,698 -18%
GT
578
Greenleaf Trust
Michigan
$3.96M -$120K -2,296 -3%
CANC
579
Culbertson A N & Co
Virginia
$3.94M -$64.9K -1,240 -2%
KS
580
Karpas Strategies
Connecticut
$3.85M +$12.7K +243 +0.4%
GCAC
581
Guardian Capital Advisors (Canada)
Ontario, Canada
$3.83M -$236K -4,518 -6%
Empower Advisory Group
582
Empower Advisory Group
Colorado
$3.8M +$520K +9,936 +18%
PIM
583
Plato Investment Management
Australia
$3.8M +$3.23M +61,714 +1,634%
PWG
584
Portside Wealth Group
Utah
$3.74M -$430K -8,226 -11%
OFS
585
Oldfather Financial Services
Nebraska
$3.74M -$13K -248 -0.4%
SPC
586
Sigma Planning Corp
Michigan
$3.73M +$1.84M +35,206 +121%
HAG
587
HighPoint Advisor Group
Illinois
$3.72M +$75.9K +1,450 +2%
LGF
588
LGT Group Foundation
Liechtenstein
$3.67M -$818K -15,629 -20%
HWM
589
HB Wealth Management
Georgia
$3.65M +$25.9K +496 +0.8%
CFB
590
Cullen/Frost Bankers
Texas
$3.64M -$13K -248 -0.4%
DEA
591
DoubleLine ETF Adviser
Florida
$3.63M +$103K +1,963 +3%
IAA
592
Independent Advisor Alliance
North Carolina
$3.63M -$358K -6,836 -10%
PFPT
593
Pinnacle Financial Partners (Tennessee)
Tennessee
$3.55M +$11.2K +214 +0.4%
BFG
594
Bleakley Financial Group
New Jersey
$3.52M -$162K -3,092 -5%
WC
595
Waterloo Capital
Texas
$3.52M +$545K +10,419 +21%
LOAMS
596
Lombard Odier Asset Management (Switzerland)
Switzerland
$3.51M +$3.16M +60,490 New
SW
597
SVB Wealth
Massachusetts
$3.47M -$63.7K -1,217 -2%
AC
598
Asio Capital
Kentucky
$3.47M -$1.22M -23,310 -28%
AWM
599
Avior Wealth Management
Nebraska
$3.46M +$505K +9,653 +19%
FFN
600
Focus Financial Network
Minnesota
$3.43M -$3.56M -68,122 -54%