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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
1001
Titus Wealth Management
California
$1.37M -$13.1K -280 -1%
NCM
1002
Neumann Capital Management
California
$1.37M -$388K -8,300 -22%
LIC
1003
Lodestar Investment Counsel
Illinois
$1.36M -$46.9K -1,003 -3%
FLI
1004
Family Legacy Inc
South Carolina
$1.36M -$43K -920 -3%
AWM
1005
Altium Wealth Management
New York
$1.36M +$12K +257 +0.9%
DLG
1006
Daniel L. Goodwin
$1.36M
DM
1007
Delphi Management
Massachusetts
$1.35M -$982 -21 -0.1%
SBA
1008
Secrest Blakey & Associates
North Carolina
$1.35M +$158K +3,388 +13%
NPA
1009
Nichols & Pratt Advisers
Massachusetts
$1.35M -$47K -1,005 -3%
SIAG
1010
Signet Investment Advisory Group
Rhode Island
$1.35M +$16.4K +350 +1%
CC
1011
Courier Capital
New York
$1.34M -$98.9K -2,114 -7%
CCG
1012
Cypress Capital Group
Florida
$1.33M -$4.54K -97 -0.3%
CBU
1013
CIBC Bank USA
Illinois
$1.33M +$176K +3,756 +15%
AHB
1014
Abner Herrman & Brock
New Jersey
$1.33M -$190K -4,072 -13%
RCM
1015
Radnor Capital Management
Pennsylvania
$1.33M +$6.36K +136 +0.5%
HIC
1016
Holderness Investments Company
North Carolina
$1.32M -$327 -7 -0%
S
1017
SignatureFD
Georgia
$1.32M -$112K -2,403 -8%
RWA
1018
Ropes Wealth Advisors
Massachusetts
$1.32M -$34.3K -734 -3%
MPWT
1019
MassMutual Private Wealth & Trust
Connecticut
$1.31M +$50.9K +1,088 +4%
CS
1020
Comerica Securities
Michigan
$1.31M +$222K +4,749 +21%
CL
1021
Choreo LLC
Illinois
$1.31M +$36.1K +773 +3%
SFFS
1022
Stonehage Fleming Financial Services
Jersey
$1.3M -$1.13M -24,190 -47%
KFC
1023
Klingenstein Fields & Co
New York
$1.3M -$625K -13,366 -33%
RHAM
1024
Round Hill Asset Management
California
$1.3M +$21K +450 +2%
NC
1025
Northpointe Capital
Michigan
$1.3M -$3.11M -66,523 -71%