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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
ABC
701
Associated Banc-Corp
Wisconsin
$4.58M +$209K +2,595 +5%
CAG
702
Crestwood Advisors Group
Massachusetts
$4.57M +$1.69K +21 +0%
UAM
703
Unison Asset Management
Florida
$4.56M -$1.02M -12,635 -19%
TP
704
TritonPoint Partners
Maryland
$4.55M +$2.96M +36,829 +203%
MIH
705
Meitav Investment House
Israel
$4.54M +$4.41M +54,877 New
LBC
706
Lowe Brockenbrough & Co
Virginia
$4.53M -$55.9K -696 -1%
TPI
707
Trust Point Inc
Wisconsin
$4.52M +$204K +2,544 +5%
BC
708
Burney Company
Virginia
$4.5M -$3.44M -42,837 -44%
XT
709
XTX Topco
Cayman Islands
$4.5M +$2.01M +24,987 +85%
NB
710
Nicolet Bankshares
Wisconsin
$4.5M -$113K -1,400 -3%
GWMR
711
GC Wealth Management RIA
Massachusetts
$4.5M -$148K -1,836 -3%
MLL
712
Moody Lynn & Lieberson
Massachusetts
$4.49M -$11.4M -142,131 -72%
LS
713
Livforsakringsbolaget Skandia
Sweden
$4.49M +$1.49M +18,500 +52%
AWM
714
Avior Wealth Management
Nebraska
$4.48M -$261K -3,246 -6%
GLR
715
Great Lakes Retirement
Ohio
$4.46M +$59.4K +739 +1%
PCA
716
Pallas Capital Advisors
Massachusetts
$4.42M +$705K +8,778 +20%
TW
717
TritonPoint Wealth
Maryland
$4.38M -$4.46M -55,475 -51%
BP
718
Ballentine Partners
Massachusetts
$4.38M -$144K -1,795 -3%
TCA
719
Transcend Capital Advisors
New Jersey
$4.33M +$575K +7,159 +16%
CIA
720
Cohen Investment Advisors
New Hampshire
$4.32M -$22.4K -279 -0.5%
WC
721
Wynn Capital
Georgia
$4.31M -$7.63K -95 -0.2%
GIA
722
Gladstone Institutional Advisory
Florida
$4.3M +$294K +3,660 +8%
SCM
723
Schnieders Capital Management
California
$4.29M +$193K +2,402 +5%
CNC
724
Citizens & Northern Corp
Pennsylvania
$4.28M +$4.16M +51,763 New
TG
725
TCW Group
California
$4.28M +$18.8K +234 +0.5%