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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MA
726
Montag & Associates
Georgia
$3.62M -$173K -2,308 -4%
AWM
727
Avior Wealth Management
Nebraska
$3.61M -$444K -5,920 -11%
GWM
728
Geneos Wealth Management
Colorado
$3.61M +$203K +2,710 +6%
VCA
729
Verdence Capital Advisors
Maryland
$3.59M -$207K -2,761 -5%
WJWM
730
Williams Jones Wealth Management
New York
$3.58M -$83.3K -1,110 -2%
Wolverine Trading
731
Wolverine Trading
Illinois
$3.57M -$2.19M -29,200 -37%
OFS
732
OneAscent Financial Services
Alabama
$3.57M +$1.76M +23,485 +89%
VFA
733
Valeo Financial Advisors
Indiana
$3.56M +$41.5K +553 +1%
QI
734
Qtron Investments
Massachusetts
$3.55M
RSWM
735
Robertson Stephens Wealth Management
California
$3.55M -$181K -2,412 -5%
AC
736
Asio Capital
Kentucky
$3.55M +$47.2K +629 +1%
CIA
737
Cohen Investment Advisors
New Hampshire
$3.53M +$358K +4,770 +11%
ICM
738
IMS Capital Management
Oregon
$3.5M -$26.8K -357 -0.7%
MC
739
Moors & Cabot
Massachusetts
$3.5M +$36.7K +489 +1%
FT
740
Fiduciary Trust
Massachusetts
$3.5M +$83.9K +1,118 +2%
TCA
741
Transcend Capital Advisors
New Jersey
$3.48M -$79.2K -1,055 -2%
QOP
742
Quinn Opportunity Partners
Virginia
$3.48M -$676K -9,000 -16%
SJL
743
Shayne & Jacobs LLC
Tennessee
$3.46M +$541K +7,200 +18%
TPI
744
Trust Point Inc
Wisconsin
$3.45M -$352K -4,687 -9%
SG
745
Somerset Group
Minnesota
$3.41M -$9.69K -129 -0.3%
GI
746
GAMMA Investing
California
$3.39M +$359K +4,786 +11%
JIC
747
Joel Isaacson & Co
New York
$3.36M +$103K +1,367 +3%
PA
748
Profund Advisors
Maryland
$3.35M -$375K -4,991 -10%
TCPW
749
Twin City Private Wealth
North Carolina
$3.35M -$31.7K -422 -0.9%
CHAM
750
Clear Harbor Asset Management
Connecticut
$3.35M -$490K -6,526 -12%