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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SSA
901
Shepherd Street Advisors
California
$2.83M +$2.64M +30,397 New
EWM
902
Empirical Wealth Management
Washington
$2.82M -$406K -4,682 -13%
CI
903
Cigna Investments
Connecticut
$2.82M -$107K -1,227 -4%
RWP
904
RWA Wealth Partners
Massachusetts
$2.82M +$292K +3,359 +12%
DWM
905
Diversify Wealth Management
Utah
$2.81M +$104K +1,195 +4%
CI Investments Inc
906
CI Investments Inc
Ontario, Canada
$2.81M -$8.05M -92,696 -75%
LFAS
907
Level Four Advisory Services
Texas
$2.81M +$413K +4,753 +19%
CC
908
Chicago Capital
Illinois
$2.81M +$899K +10,358 +52%
IFG
909
Independent Financial Group
California
$2.81M -$6.16K -71 -0.2%
MA
910
Mutual Advisors
Nebraska
$2.81M +$30.8K +355 +1%
AWA
911
Acumen Wealth Advisors
Tennessee
$2.79M +$2.6M +29,951 New
FCBT
912
First Citizens Bank & Trust
North Carolina
$2.79M +$58.8K +677 +2%
VVP
913
Venture Visionary Partners
Ohio
$2.78M -$191K -2,203 -7%
MMPW
914
Mitchell McLeod Pugh & Williams
Alabama
$2.78M +$754K +8,681 +42%
AA
915
Argent Advisors
Louisiana
$2.77M -$8.86K -102 -0.3%
SWM
916
Shelton Wealth Management
Texas
$2.77M +$1.74K +20 +0.1%
SCTC
917
Sanibel Captiva Trust Company
Florida
$2.76M +$457K +5,259 +22%
NRS
918
Neville Rodie & Shaw
New York
$2.76M
FAL
919
Focused Alpha LLC
Colorado
$2.76M +$2.57M +29,595 New
XWM
920
Xcel Wealth Management
Florida
$2.75M -$28.3K -326 -1%
WP
921
WealthShield Partners
North Carolina
$2.75M +$1.72M +19,819 +204%
APC
922
Aspire Private Capital
North Carolina
$2.75M -$79.1K -911 -3%
B
923
Bailard
California
$2.75M -$127K -1,461 -5%
GAG
924
GM Advisory Group
New York
$2.74M -$130K -1,498 -5%
BRWA
925
B. Riley Wealth Advisors
Florida
$2.74M -$93K -1,071 -4%