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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
APC
726
Aristotle Pacific Capital
California
$2.71M +$776K +15,764 +39%
AWM
727
Apollon Wealth Management
South Carolina
$2.69M +$1.99M +40,498 +260%
HPC
728
HM Payson & Co
Maine
$2.68M -$212K -4,299 -7%
IAA
729
Independent Advisor Alliance
North Carolina
$2.67M -$1.26M -25,694 -32%
SM
730
Sciencast Management
New Jersey
$2.67M +$2.49M +50,639 New
EGM
731
Engineers Gate Manager
New York
$2.67M -$8.99M -182,539 -77%
RVM
732
Robinson Value Management
Texas
$2.67M +$13.3K +271 +0.5%
IWA
733
Intercontinental Wealth Advisors
Texas
$2.64M +$14.1K +287 +0.5%
LDB
734
Lee, Danner & Bass
Tennessee
$2.64M +$111K +2,250 +4%
VFA
735
Valeo Financial Advisors
Indiana
$2.62M -$20.3K -412 -0.7%
OFA
736
Oak Family Advisors
Illinois
$2.62M -$99.3K -2,016 -4%
WKWM
737
Walter & Keenan Wealth Management
Indiana
$2.61M -$231K -4,698 -8%
HWM
738
HighMark Wealth Management
Minnesota
$2.6M +$3.89K +79 +0.1%
FAM
739
Fred Alger Management
New York
$2.59M -$59.8M -1,213,945 -96%
SCM
740
Schnieders Capital Management
California
$2.56M +$223K +4,532 +9%
LNWWM
741
Laird Norton Wetherby Wealth Management
California
$2.56M +$290K +5,889 +12%
ACM
742
Azimuth Capital Management
Michigan
$2.54M -$661K -13,435 -20%
ATPW
743
Ashton Thomas Private Wealth
Arizona
$2.51M +$2.23M +45,298 +640%
SC
744
Savant Capital
Illinois
$2.51M +$139K +2,822 +6%
MC
745
Moors & Cabot
Massachusetts
$2.51M -$178K -3,612 -6%
DMBA
746
Deseret Mutual Benefit Administrators
Utah
$2.5M -$293K -5,956 -10%
XWM
747
Xcel Wealth Management
Florida
$2.5M -$16.6K -338 -0.6%
JC
748
JB Capital
Connecticut
$2.49M +$89.6K +1,820 +4%
AWM
749
Altium Wealth Management
New York
$2.49M +$246K +4,991 +11%
BAM
750
Belpointe Asset Management
Nevada
$2.49M +$945K +19,194 +59%