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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1101
Meridian Wealth Management
Kentucky
$694K -$27.7K -688 -4%
Legacy Financial Group (Iowa)
1102
Legacy Financial Group (Iowa)
Iowa
$693K -$38K -945 -6%
NSAM
1103
North Star Asset Management
Wisconsin
$689K -$362 -9 -0.1%
MG
1104
Mather Group
Illinois
$686K +$41.1K +1,020 +7%
CW
1105
CIC Wealth
Maryland
$686K -$39.1K -972 -6%
NB
1106
Nicolet Bankshares
Wisconsin
$686K -$524K -13,020 -45%
KFSC
1107
Keystone Financial Services (Colorado)
Colorado
$686K +$3.26K +81 +0.5%
SFO
1108
Stokes Family Office
Louisiana
$684K +$132K +3,282 +26%
ANTB
1109
AMG National Trust Bank
Colorado
$681K -$378K -9,379 -37%
MCM
1110
MV Capital Management
Maryland
$679K +$3.26K +81 +0.5%
FMLI
1111
Fukoku Mutual Life Insurance
Japan
$676K
Koshinski Asset Management
1112
Koshinski Asset Management
Illinois
$674K -$70.8K -1,759 -10%
VPP
1113
Vertex Planning Partners
Illinois
$674K +$6.84K +170 +1%
WA
1114
Waverly Advisors
Alabama
$674K +$30.9K +767 +5%
AC
1115
Apella Capital
Connecticut
$673K +$635K +15,769 New
EW
1116
Element Wealth
Mississippi
$671K -$12.8K -319 -2%
ECG
1117
Edge Capital Group
Georgia
$671K -$21.5K -535 -3%
PCS
1118
Personal CFO Solutions
New Jersey
$669K +$88.8K +2,206 +16%
ORAM
1119
One River Asset Management
Connecticut
$667K -$2.49M -61,789 -80%
AIM
1120
Anchor Investment Management
South Carolina
$666K +$65.7K +1,633 +12%
AC
1121
Abbrea Capital
California
$666K +$27K +672 +5%
GFP
1122
Gryphon Financial Partners
Ohio
$657K -$95.9K -2,383 -13%
CA
1123
Claro Advisors
Massachusetts
$657K +$14.7K +364 +2%
WA1
1124
Wimmer Associates 1
California
$655K -$5.63K -140 -0.9%
GC
1125
Gilbert & Cook
Iowa
$654K -$105K -2,597 -14%