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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BJL
901
Brighton Jones LLC
Washington
$1.66M +$422K +7,881 +30%
TWM
902
Tradition Wealth Management
Minnesota
$1.66M +$141K +2,627 +8%
SIA
903
SkyView Investment Advisors
New Jersey
$1.65M +$272K +5,081 +17%
SIA
904
Schechter Investment Advisors
Michigan
$1.64M +$90.1K +1,683 +5%
RIL
905
Rothschild Investment LLC
Illinois
$1.63M +$36.2K +676 +2%
Assenagon Asset Management
906
Assenagon Asset Management
Luxembourg
$1.63M -$48.4K -905 -3%
LF
907
Lee Financial
Texas
$1.61M +$4.55K +85 +0.3%
VFA
908
Voya Financial Advisors
Connecticut
$1.61M +$404K +7,548 +31%
FFS
909
Founders Financial Securities
Maryland
$1.61M -$30.4K -568 -2%
LI
910
LMCG Investments
Massachusetts
$1.6M +$1.77M +33,063 New
PFG
911
Peterson Financial Group
Iowa
$1.6M +$66.5K +1,243 +4%
FMAEN1
912
Fund Management at Engine No 1
California
$1.59M +$1.76M +32,893 New
CPM
913
Connective Portfolio Management
New York
$1.58M +$803K +15,000 +87%
S
914
SignatureFD
Georgia
$1.58M +$6.8K +127 +0.4%
BCV
915
Banque Cantonale Vaudoise
Switzerland
$1.58M +$85.6K +1,600 +5%
DPIM
916
Duff & Phelps Investment Management
Illinois
$1.58M -$107K -2,000 -6%
IVP
917
Intrinsic Value Partners
Arizona
$1.58M -$26.2K -490 -1%
GC
918
Grimes & Company
Massachusetts
$1.58M
OFS
919
Oldfather Financial Services
Nebraska
$1.58M
RWA
920
Roberts Wealth Advisors
California
$1.57M +$12.8K +239 +0.7%
ACM
921
AlphaStar Capital Management
North Carolina
$1.57M +$116K +2,171 +7%
QCM
922
Quantinno Capital Management
New York
$1.57M +$369K +6,890 +27%
ER
923
Enlightenment Research
Florida
$1.56M +$1.73M +32,300 New
SCM
924
Sterneck Capital Management
Missouri
$1.56M -$8.19K -153 -0.5%
SACTSONJ
925
Supplemental Annuity Collective Trust (SACT) of New Jersey
New Jersey
$1.56M