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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
KPWS
701
Kestra Private Wealth Services
Texas
$1.69M -$543K -20,958 -27%
BFS
702
Bradley Foster & Sargent
Connecticut
$1.69M +$95.8K +3,700 +7%
PAM
703
Palisade Asset Management
Minnesota
$1.68M -$1.93M -74,392 -57%
WJWM
704
Williams Jones Wealth Management
New York
$1.68M -$155K -6,000 -10%
LDB
705
Lee, Danner & Bass
Tennessee
$1.68M -$25.4K -982 -2%
APP
706
Avantax Planning Partners
Iowa
$1.68M -$406K -15,698 -22%
FG
707
Foster Group
Iowa
$1.67M +$1.45M +55,835 New
CA
708
Cetera Advisors
Colorado
$1.67M +$14.5K +559 +1%
AC
709
Athanor Capital
New York
$1.66M +$983K +37,970 +222%
APA
710
American Portfolios Advisors
New York
$1.65M +$18.1K +701 +1%
CBT
711
Capital Bank & Trust
California
$1.64M -$267K -10,328 -16%
SB
712
Simmons Bank
Arkansas
$1.63M -$180K -6,952 -11%
Lido Advisors
713
Lido Advisors
California
$1.63M +$590K +22,787 +73%
CANC
714
Culbertson A N & Co
Virginia
$1.63M -$217K -8,390 -13%
Kovitz Investment Group Partners
715
Kovitz Investment Group Partners
Illinois
$1.62M -$1.25M -48,473 -47%
MWM
716
Mission Wealth Management
California
$1.62M +$82.1K +3,172 +6%
BFIM
717
Beese Fulmer Investment Management
Ohio
$1.61M -$597K -23,062 -30%
Connor, Clark & Lunn Investment Management (CC&L)
718
Connor, Clark & Lunn Investment Management (CC&L)
British Columbia, Canada
$1.6M -$8.98M -346,698 -87%
BC
719
Brio Consultants
California
$1.6M -$2.87K -111 -0.2%
IFG
720
Independent Financial Group
California
$1.6M +$147K +5,683 +12%
CWS
721
Cypress Wealth Services
California
$1.6M +$1.37M +52,908 New
TNA
722
True North Advisors
Texas
$1.6M +$237K +9,163 +21%
PCTC
723
Perkins Coie Trust Company
Washington
$1.59M -$23.6K -913 -2%
SGCA
724
Steel Grove Capital Advisors
Tennessee
$1.59M
VFA
725
Valeo Financial Advisors
Indiana
$1.56M -$22.8K -882 -2%