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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
RHAM
751
Round Hill Asset Management
California
$2.12M
FTDI
752
First Trust Direct Indexing
Massachusetts
$2.12M +$216K +4,665 +11%
FHB
753
First Hawaiian Bank
Hawaii
$2.12M +$113K +2,432 +6%
APP
754
Avantax Planning Partners
Iowa
$2.12M -$12.3K -265 -0.6%
PAA
755
Peregrine Asset Advisers
Oregon
$2.11M +$2.11M +45,558 New
NP
756
NorthRock Partners
Minnesota
$2.11M +$609K +13,159 +41%
SPIA
757
Steward Partners Investment Advisory
New York
$2.1M -$62.4K -1,348 -3%
WPC
758
White Pine Capital
Minnesota
$2.09M +$9.26K +200 +0.4%
DBT
759
Dubuque Bank & Trust
Iowa
$2.08M -$191K -4,133 -8%
CIP
760
Cornerstone Investment Partners
Georgia
$2.08M +$306K +6,615 +17%
SA
761
SRH Advisors
Kansas
$2.08M -$4.17K -90 -0.2%
CM
762
Columbus Macro
Pennsylvania
$2.07M -$173K -3,746 -8%
FIM
763
Freedom Investment Management
Connecticut
$2.06M -$1.11M -24,056 -35%
Bessemer Group
764
Bessemer Group
New Jersey
$2.06M +$11.8K +254 +0.6%
EWM
765
Evercore Wealth Management
New York
$2.05M -$25.5K -550 -1%
AF
766
Allworth Financial
California
$2.04M +$12.7K +274 +0.6%
NB
767
NBT Bank
New York
$2.03M -$41.1K -888 -2%
SW
768
SVB Wealth
Massachusetts
$2M -$33.1K -716 -2%
SIM
769
Sterling Investment Management
Arizona
$2M -$408K -8,825 -17%
TSWM
770
Triangle Securities Wealth Management
North Carolina
$1.98M +$124K +2,684 +7%
6M
771
6 Meridian
Kansas
$1.97M +$1.97M +42,537 New
FSA
772
Franklin Street Advisors
North Carolina
$1.97M +$986K +21,309 +101%
BPCA
773
Bank Pictet & Cie (Asia)
Singapore
$1.97M +$25.3K +546 +1%
GI
774
GS Investments
Minnesota
$1.97M +$1.96M +42,400 New
UAS
775
United Asset Strategies
New York
$1.96M -$1.55M -33,425 -44%