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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1076
Keudell/Morrison Wealth Management
Oregon
$854K +$19.6K +439 +2%
PAS
1077
Park Avenue Securities
New York
$847K -$154K -3,450 -16%
ESB
1078
Essex Savings Bank
Connecticut
$845K -$44.1K -988 -5%
BWAM
1079
Boyd Watterson Asset Management
Ohio
$843K +$16.1K +360 +2%
ALAM
1080
Asahi Life Asset Management
Japan
$842K -$149K -3,340 -15%
BO
1081
BRR OpCo
Ohio
$840K +$15.5K +347 +2%
TCM
1082
Triumph Capital Management
Colorado
$840K +$834K +18,683 New
P
1083
Pitcairn
Pennsylvania
$837K -$42.9K -961 -5%
FWM
1084
Foresight Wealth Management
Utah
$836K
RG
1085
Rathbones Group
United Kingdom
$833K -$8.93K -200 -1%
CT
1086
Cambridge Trust
Massachusetts
$831K +$17.3K +388 +2%
Kovitz Investment Group Partners
1087
Kovitz Investment Group Partners
Illinois
$828K -$86.4K -1,935 -10%
IAN
1088
Integrated Advisors Network
Texas
$828K -$9.42K -211 -1%
GIA
1089
GHP Investment Advisors
Colorado
$824K +$79.6K +1,783 +11%
CW
1090
CreativeOne Wealth
Kansas
$824K +$287K +6,429 +55%
CCM
1091
Chilton Capital Management
Texas
$823K +$154K +3,454 +23%
ROTUOC
1092
Regents of the University of California
California
$820K
SB
1093
Sunflower Bank
Texas
$820K +$483K +10,816 +148%
ZIM
1094
Zacks Investment Management
Illinois
$819K -$62.9M -1,409,634 -99%
Jones Financial Companies
1095
Jones Financial Companies
Missouri
$815K -$163K -3,656 -17%
SCM
1096
Sterneck Capital Management
Missouri
$810K -$19.2K -429 -2%
QCG
1097
Quadrant Capital Group
Ohio
$809K +$105K +2,347 +15%
CC
1098
Chicago Capital
Illinois
$808K
GSEP
1099
Golden State Equity Partners
California
$807K +$251K +5,626 +46%
TPMI
1100
Tilden Park Management I
New York
$806K