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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
HNB
601
Huntington National Bank
Ohio
$2.95M -$83.2K -1,926 -3%
GCAC
602
Guardian Capital Advisors (Canada)
Ontario, Canada
$2.93M -$8.63K -200 -0.3%
DWP
603
Daymark Wealth Partners
Ohio
$2.92M +$288K +6,668 +10%
WF
604
Welch & Forbes
Massachusetts
$2.92M -$86.3K -1,998 -3%
IAA
605
Independent Advisor Alliance
North Carolina
$2.88M -$577K -13,364 -16%
SF
606
Slagle Financial
Illinois
$2.87M +$217K +5,029 +8%
GT
607
Greenleaf Trust
Michigan
$2.83M +$242K +5,600 +9%
AI
608
Atom Investors
Texas
$2.82M +$2.98M +69,025 New
SCM
609
Schnieders Capital Management
California
$2.8M -$164K -3,800 -5%
LDB
610
Lee, Danner & Bass
Tennessee
$2.79M -$4.32K -100 -0.1%
SPC
611
Sigma Planning Corp
Michigan
$2.79M +$6.43K +149 +0.2%
SIP
612
Stoneridge Investment Partners
Pennsylvania
$2.76M +$2.34M +54,262 +411%
BRWA
613
B. Riley Wealth Advisors
Florida
$2.75M -$484K -11,208 -14%
SS
614
Simplicity Solutions
Minnesota
$2.75M -$809K -18,733 -22%
BFG
615
Bleakley Financial Group
New Jersey
$2.75M -$41.1K -952 -1%
TI
616
Tidal Investments
Wisconsin
$2.74M +$444K +10,293 +18%
HI
617
Horizon Investments
North Carolina
$2.73M -$68.3K -1,581 -2%
CRC
618
Curi RMB Capital
Illinois
$2.71M +$4.66K +108 +0.2%
KS
619
Karpas Strategies
Connecticut
$2.69M -$202K -4,678 -7%
VFA
620
Valeo Financial Advisors
Indiana
$2.69M +$230K +5,330 +9%
OFS
621
Oldfather Financial Services
Nebraska
$2.65M +$432K +10,003 +18%
MC
622
Moors & Cabot
Massachusetts
$2.64M -$76.9K -1,781 -3%
IGAM
623
iA Global Asset Management
Quebec, Canada
$2.64M +$2.79M +64,542 New
ICG
624
InterOcean Capital Group
Tennessee
$2.62M +$1.47K +34 +0.1%
ORAM
625
One River Asset Management
Connecticut
$2.61M +$2.08M +48,286 +308%