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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WKWM
951
Walter & Keenan Wealth Management
Indiana
$2.59M +$38.5K +444 +2%
RIL
952
Rothschild Investment LLC
Illinois
$2.59M +$29.2K +336 +1%
PWAM
953
Private Wealth Asset Management
Iowa
$2.58M -$23.5K -271 -1%
FIA
954
Foundations Investment Advisors
Arizona
$2.58M -$595K -6,851 -20%
IWM
955
Iams Wealth Management
Nebraska
$2.57M -$257K -2,956 -10%
PBK
956
Peoples Bank (Kansas)
Kansas
$2.56M -$100K -1,155 -4%
BWM
957
Bluebird Wealth Management
Massachusetts
$2.56M +$2.39M +27,484 New
WTC
958
WhitTier Trust Company
Nevada
$2.55M -$9.03K -104 -0.4%
TFA
959
Trinity Financial Advisors
Ohio
$2.54M +$1.39K +16 +0.1%
MG
960
Mather Group
Illinois
$2.53M +$206K +2,369 +10%
HDA
961
Harold Davidson & Associates
California
$2.52M +$17.2K +198 +0.7%
MYAM
962
Meiji Yasuda Asset Management
Japan
$2.51M -$3.66M -42,140 -61%
RWM
963
Riverchase Wealth Management
Texas
$2.5M -$238K -2,742 -9%
EWA
964
EverSource Wealth Advisors
Alabama
$2.5M +$365K +4,199 +19%
PBT
965
Pictet Bank & Trust
Bahamas
$2.49M +$73.5K +847 +3%
MAMA
966
Myriad Asset Management Advisors
Florida
$2.49M +$2.32M +26,749 New
PAM
967
Peak Asset Management
Colorado
$2.49M -$67.1K -773 -3%
JRPIM
968
Journey Retirement Planning & Investment Management
Idaho
$2.47M +$2.3M +26,512 New
PGAM
969
Princeton Global Asset Management
New Jersey
$2.45M +$50.2K +578 +2%
KWA
970
Kingswood Wealth Advisors
California
$2.45M +$826K +9,511 +57%
EHC
971
Everett Harris & Co
California
$2.44M +$16.1K +185 +0.7%
LI
972
LRI Investments
Florida
$2.43M -$17K -196 -0.7%
APW
973
Aventura Private Wealth
Florida
$2.42M +$18.9K +218 +0.8%
CTC (Chicago Trading Company)
974
CTC (Chicago Trading Company)
Illinois
$2.42M -$998K -11,499 -31%
COI
975
Connable Office Inc
Michigan
$2.42M -$3.39K -39 -0.2%