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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
DAS
676
Diversify Advisory Services
Utah
$5.1M +$3.79M +47,162 +420%
CFM
677
Catalyst Funds Management
Australia
$5.09M +$3.12M +38,807 +170%
PPW
678
Parcion Private Wealth
Washington
$5.07M +$286K +3,557 +6%
BP
679
BWM Planning
Texas
$5.07M +$3.94K +49 +0.1%
PCTC
680
Perkins Coie Trust Company
Washington
$5.07M -$52.6K -654 -1%
HAG
681
HF Advisory Group
Maryland
$5.03M +$502K +6,252 +11%
RBI
682
Raiffeisen Bank International
Austria
$5.02M -$787K -9,797 -14%
VI
683
Vestcor Inc
New Brunswick, Canada
$5.01M -$286K -3,559 -6%
CFB
684
Cullen/Frost Bankers
Texas
$4.99M -$5.87K -73 -0.1%
BW
685
Balance Wealth
Ohio
$4.97M +$18.6K +231 +0.4%
RG
686
Rathbones Group
United Kingdom
$4.97M -$3.99M -49,695 -45%
JFG
687
Jefferies Financial Group
New York
$4.96M +$4.54M +56,499 +1,580%
DR
688
Davis Rea
Ontario, Canada
$4.96M +$4.82M +60,000 New
CAM
689
Chou Associates Management
Ontario, Canada
$4.92M – – –
CP
690
Clayton Partners
California
$4.91M -$794K -9,883 -14%
Fayez Sarofim & Co
691
Fayez Sarofim & Co
Texas
$4.86M +$20.1K +250 +0.4%
JIC
692
Joel Isaacson & Co
New York
$4.79M -$81.6K -1,015 -2%
AWM
693
Axxcess Wealth Management
California
$4.78M -$375K -4,661 -7%
CPIG
694
Chicago Partners Investment Group
Illinois
$4.72M +$1.15M +14,302 +35%
GWM
695
Geneos Wealth Management
Colorado
$4.71M +$48.1K +598 +1%
RVM
696
Robinson Value Management
Texas
$4.67M -$21.5K -268 -0.5%
HT
697
Headlands Technologies
Illinois
$4.66M +$4.53M +56,354 New
EW
698
Elyxium Wealth
California
$4.64M +$3.87M +48,134 +603%
SCM
699
Shelton Capital Management
Colorado
$4.63M -$764K -9,501 -14%
AIM
700
Adapt Investment Managers
Switzerland
$4.63M -$53K -660 -1%