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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AAS
651
Avantax Advisory Services
Texas
$3.32M +$17.6K +395 +0.5%
GIP
652
Granite Investment Partners
California
$3.32M -$80.2K -1,795 -2%
MWM
653
Mission Wealth Management
California
$3.32M +$853K +19,099 +35%
WB
654
WesBanco Bank
West Virginia
$3.31M -$42.6K -953 -1%
UB
655
UMB Bank
Missouri
$3.31M +$1.81M +40,484 +124%
AP
656
Advisor Partners
California
$3.29M +$31.2K +699 +1%
PAG
657
Private Advisory Group
Washington
$3.27M +$366K +8,206 +13%
DCM
658
Dupont Capital Management
Delaware
$3.27M +$82.6K +1,849 +3%
Lido Advisors
659
Lido Advisors
California
$3.26M +$757K +16,948 +31%
Fuller & Thaler Asset Management
660
Fuller & Thaler Asset Management
California
$3.24M +$1.33M +29,730 +71%
PFS
661
Prospera Financial Services
Texas
$3.23M +$197K +4,413 +7%
PPW
662
Parcion Private Wealth
Washington
$3.21M +$4.46K +100 +0.1%
AIA
663
Affinity Investment Advisors
California
$3.2M +$3.15M +70,587 New
HCM
664
Hengehold Capital Management
Ohio
$3.19M -$355K -7,950 -10%
BWM
665
BerganKDV Wealth Management
Minnesota
$3.18M +$13K +291 +0.4%
RFC
666
Regions Financial Corp
Alabama
$3.18M -$97.5K -2,184 -3%
GFI
667
Global Frontier Investments
South Carolina
$3.17M
AC
668
Alexandria Capital
Virginia
$3.15M +$370K +8,297 +14%
KS
669
Karpas Strategies
Connecticut
$3.14M +$357 +8 +0%
SPC
670
Sigma Planning Corp
Michigan
$3.11M +$404K +9,037 +15%
FIM
671
Freedom Investment Management
Connecticut
$3.1M +$23.4K +525 +0.8%
BPA
672
Beacon Pointe Advisors
California
$3.1M +$2.19M +49,121 +254%
CCP
673
Corient Capital Partners
California
$3.08M +$202K +4,517 +7%
CCI
674
Credit Capital Investments
New Jersey
$3.08M -$95.3K -2,134 -3%
CIC
675
Cornercap Investment Counsel
Georgia
$3.07M -$140K -3,136 -4%