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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
626
Brighton Jones LLC
Washington
$5.54M +$185K +2,570 +4%
RBA
627
Richard Bernstein Advisors
New York
$5.54M -$5.12K -71 -0.1%
AWM
628
Axxcess Wealth Management
California
$5.52M +$1.31M +18,124 +36%
WSFS
629
Wilmington Savings Fund Society
Delaware
$5.5M -$26.6K -369 -0.5%
SCM
630
SCS Capital Management
Massachusetts
$5.48M +$2.02M +27,952 +69%
PFGIA
631
Patriot Financial Group Insurance Agency
Massachusetts
$5.36M +$596K +8,261 +14%
BFS
632
Bradley Foster & Sargent
Connecticut
$5.33M +$44.7K +620 +0.9%
MAS
633
Meeder Advisory Services
Ohio
$5.27M +$66.1K +917 +1%
PFPT
634
Pinnacle Financial Partners (Tennessee)
Tennessee
$5.25M -$80.2K -1,112 -2%
DWP
635
Daymark Wealth Partners
Ohio
$5.22M -$96.3K -1,336 -2%
Bessemer Group
636
Bessemer Group
New Jersey
$5.21M +$57.8K +802 +1%
FTWA
637
Fifth Third Wealth Advisors
Ohio
$5.21M +$815K +11,305 +21%
RVM
638
Robinson Value Management
Texas
$5.16M -$31.5K -437 -0.7%
MA
639
Montag & Associates
Georgia
$5.13M +$986K +13,682 +27%
OC
640
Oppenheimer & Co
New York
$5.13M -$195K -2,710 -4%
CCM
641
Cinctive Capital Management
New York
$5.12M -$11.8M -164,102 -72%
CCM
642
Coldstream Capital Management
Washington
$5.1M +$835K +11,578 +22%
CAG
643
Crestwood Advisors Group
Massachusetts
$5.09M -$34.9K -484 -0.8%
WC
644
Waterloo Capital
Texas
$5.08M +$213K +2,961 +5%
FNA
645
First National Advisers
Nebraska
$5.07M -$18K -250 -0.4%
S
646
SignatureFD
Georgia
$5.06M +$73.5K +1,019 +2%
SCM
647
Stevens Capital Management
Pennsylvania
$5M +$2.17M +30,093 +93%
OFS
648
Oldfather Financial Services
Nebraska
$4.95M +$2.52K +35 +0.1%
BW
649
Balance Wealth
Ohio
$4.93M -$21.1K -293 -0.5%
BP
650
BWM Planning
Texas
$4.89M +$73.5K +1,020 +2%