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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
Holderness Investments Company
1026
Holderness Investments Company
North Carolina
$1.84M -$64K -789 -3%
Gilbert & Cook
1027
Gilbert & Cook
Iowa
$1.83M +$162 +2 +0%
PK
1028
Pflug Koory
Nebraska
$1.82M – – –
Aspiriant LLC
1029
Aspiriant LLC
California
$1.82M -$78.1K -963 -4%
McKinley Carter Wealth Services
1030
McKinley Carter Wealth Services
West Virginia
$1.81M +$14.3K +176 +0.8%
Mitchell McLeod Pugh & Williams
1031
Mitchell McLeod Pugh & Williams
Alabama
$1.81M +$9.16K +113 +0.5%
Hilltop Holdings
1032
Hilltop Holdings
Texas
$1.81M +$175K +2,163 +11%
Fisher Asset Management
1033
Fisher Asset Management
Washington
$1.81M -$113K -1,388 -6%
DWM
1034
Drive Wealth Management
Utah
$1.81M -$321K -3,959 -16%
CCM
1035
Collar Capital Management
Wisconsin
$1.79M -$62.4K -770 -3%
Insigneo Advisory Services
1036
Insigneo Advisory Services
Florida
$1.79M +$198K +2,437 +13%
Caldwell Trust
1037
Caldwell Trust
Florida
$1.79M +$172K +2,125 +11%
Founders Financial Securities
1038
Founders Financial Securities
Maryland
$1.78M +$49.3K +608 +3%
Martin & Co
1039
Martin & Co
Tennessee
$1.78M – – –
LI
1040
Louisbourg Investments
New Brunswick, Canada
$1.77M -$8.11K -100 -0.3%
KIG
1041
Kennedy Investment Group
New Jersey
$1.76M +$93.3K +1,151 +6%
HSA
1042
Hussman Strategic Advisors
Maryland
$1.76M +$1.7M +21,000 New
LJI Wealth Management
1043
LJI Wealth Management
Indiana
$1.76M -$12.2K -151 -0.7%
Meridian Wealth Management
1044
Meridian Wealth Management
Kentucky
$1.76M -$243K -3,000 -13%
DTC
1045
Davidson Trust Company
Washington
$1.76M -$70.7K -872 -4%
Canandaigua National Bank & Trust
1046
Canandaigua National Bank & Trust
New York
$1.75M +$221K +2,731 +15%
Gryphon Financial Partners
1047
Gryphon Financial Partners
Ohio
$1.75M +$399K +4,915 +31%
Bartlett & Co Wealth Management
1048
Bartlett & Co Wealth Management
Ohio
$1.74M +$57.6K +710 +4%
Graves Light Lenhart Wealth
1049
Graves Light Lenhart Wealth
Virginia
$1.74M -$30.5K -376 -2%
Country Club Bank
1050
Country Club Bank
Missouri
$1.73M -$99.1K -1,222 -6%