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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CIA
626
Concurrent Investment Advisors
Florida
$5.61M -$1.45M -17,823 -21%
MAS
627
Meeder Advisory Services
Ohio
$5.57M +$56K +691 +1%
DFCM
628
Dark Forest Capital Management
Puerto Rico
$5.52M +$531K +6,548 +11%
VC
629
Vestor Capital
Illinois
$5.49M +$5.28M +65,115 +15,003%
UBP
630
Union Bancaire Privee
Switzerland
$5.49M +$5.34M +65,867 New
EI
631
Ethic Inc
New York
$5.47M +$392K +4,828 +8%
BFS
632
Bradley Foster & Sargent
Connecticut
$5.4M -$161K -1,990 -3%
HF
633
HRT Financial
New York
$5.4M +$5.23M +64,459 New
FNA
634
First National Advisers
Nebraska
$5.39M +$87.9K +1,084 +2%
VI
635
Vestcor Inc
New Brunswick, Canada
$5.38M -$3.44M -42,373 -40%
CAG
636
Crestwood Advisors Group
Massachusetts
$5.38M +$50.8K +626 +1%
MA
637
Montag & Associates
Georgia
$5.38M +$7.79K +96 +0.1%
S
638
SignatureFD
Georgia
$5.36M +$67.1K +827 +1%
TE
639
Tema ETFs
New York
$5.32M +$5.15M +63,522 New
QC
640
Quantessence Capital
New York
$5.3M +$5.13M +63,236 New
RVM
641
Robinson Value Management
Texas
$5.25M -$144K -1,779 -3%
BFS
642
Bard Financial Services
Connecticut
$5.25M -$640K -7,895 -11%
WC
643
Waterloo Capital
Texas
$5.24M -$71.2K -878 -1%
CF
644
Centaurus Financial
California
$5.21M +$122K +1,505 +2%
SPG
645
Strategic Planning Group
Utah
$5.2M +$3M +36,974 +148%
OFS
646
Oldfather Financial Services
Nebraska
$5.18M +$243 +3 +0%
DWP
647
Daymark Wealth Partners
Ohio
$5.16M -$293K -3,617 -6%
TCM
648
Twin Capital Management
Pennsylvania
$5.16M -$1.51M -18,608 -23%
BP
649
BWM Planning
Texas
$5.14M +$24.4K +301 +0.5%
FTWA
650
Fifth Third Wealth Advisors
Ohio
$5.13M -$304K -3,752 -6%