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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CPIG
901
Chicago Partners Investment Group
Illinois
$1.25M +$108K +3,037 +12%
RL
902
Ruffer LLP
United Kingdom
$1.25M -$354K -10,000 -24%
EF
903
Empirical Finance
Pennsylvania
$1.25M
IIC
904
Ironwood Investment Counsel
Arizona
$1.24M -$198K -5,590 -15%
1SB
905
1ST Source Bank
Indiana
$1.24M -$37K -1,044 -3%
OAM
906
Occidental Asset Management
California
$1.24M +$855K +24,145 +318%
WPC
907
White Pine Capital
Minnesota
$1.24M +$20.4K +575 +2%
TWM
908
Tradition Wealth Management
Minnesota
$1.24M +$423K +11,935 +61%
CIA
909
Choate Investment Advisors
Massachusetts
$1.23M -$57.7K -1,629 -5%
PI
910
PFS Investments
Georgia
$1.21M +$1.1M +31,082 New
FMC
911
First Merchants Corp
Indiana
$1.21M +$697K +19,700 +173%
FDS
912
First Dallas Securities
Texas
$1.21M -$1.11M -31,452 -50%
UHC
913
Union Heritage Capital
Michigan
$1.21M +$1.1M +30,970 New
Point72 Asset Management
914
Point72 Asset Management
Connecticut
$1.2M +$1.09M +30,800 New
BAM
915
Belpointe Asset Management
Nevada
$1.2M -$187K -5,290 -15%
WGAM
916
Wilkinson Global Asset Management
New York
$1.2M +$1.08M +30,600 New
MCM
917
Monarch Capital Management
Indiana
$1.19M
RM
918
Resource Management
Louisiana
$1.19M +$346K +9,761 +47%
FNT
919
First National Trust
Pennsylvania
$1.19M -$620K -17,505 -37%
BCWM
920
Bartlett & Co Wealth Management
Ohio
$1.18M -$37.2K -1,050 -3%
BC
921
Bartlett & Co
Ohio
$1.18M -$37.2K -1,050 -3%
FA
922
FDx Advisors
Illinois
$1.18M +$233K +6,586 +28%
FWM
923
Frontier Wealth Management
Missouri
$1.18M -$31.3K -885 -3%
VCA
924
Verdence Capital Advisors
Maryland
$1.18M +$532K +15,014 +100%
MIM
925
Marco Investment Management
Georgia
$1.17M +$31.2K +882 +3%