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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
LFAS
951
Level Four Advisory Services
Texas
$2.35M -$170K -2,119 -7%
EWA
952
EverSource Wealth Advisors
Alabama
$2.35M -$243K -3,027 -10%
ZIC
953
ZWJ Investment Counsel
Georgia
$2.35M +$4.02K +50 +0.2%
CAAS
954
Capital Asset Advisory Services
Michigan
$2.34M +$196K +2,436 +9%
B
955
Bailard
California
$2.34M -$5.38K -67 -0.2%
VIM
956
Vista Investment Management
Pennsylvania
$2.33M +$346K +4,303 +18%
MAM
957
Mystic Asset Management
Rhode Island
$2.33M +$2.89K +36 +0.1%
CAS
958
Coppell Advisory Solutions
Texas
$2.32M +$3.61M +44,859 New
JIC
959
Johnson Investment Counsel
Ohio
$2.32M +$106K +1,317 +5%
KWA
960
Kingswood Wealth Advisors
California
$2.32M +$94.7K +1,178 +4%
AIM
961
AMI Investment Management
Indiana
$2.32M +$161K +2,003 +8%
PBT
962
Pictet Bank & Trust
Bahamas
$2.3M +$601K +7,479 +37%
FCBT
963
First Citizens Bank & Trust
North Carolina
$2.3M -$180K -2,246 -7%
ACA
964
Aptus Capital Advisors
Alabama
$2.29M +$207K +2,580 +10%
QI
965
Qtron Investments
Massachusetts
$2.28M -$1.27M -15,792 -36%
AA
966
Argent Advisors
Louisiana
$2.28M -$140K -1,743 -6%
APW
967
Aventura Private Wealth
Florida
$2.27M +$23.1K +288 +1%
CAM
968
Carret Asset Management
New York
$2.27M -$44.2K -550 -2%
CPC
969
Cookson Peirce & Co
Pennsylvania
$2.26M +$217K +2,705 +11%
WKWM
970
Walter & Keenan Wealth Management
Indiana
$2.25M -$14.5K -181 -0.7%
HZ
971
Hixon Zuercher
Ohio
$2.23M -$2.42M -30,051 -53%
CWMK
972
Caliber Wealth Management (Kansas)
Kansas
$2.23M +$126K +1,569 +6%
HAG
973
HighPoint Advisor Group
Illinois
$2.22M +$79K +983 +4%
PA
974
Profund Advisors
Maryland
$2.22M -$84K -1,045 -4%
FDP
975
Financiere des Professionnels
Quebec, Canada
$2.22M -$758K -9,433 -26%