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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1176
Cornerstone Wealth Management
Missouri
$578K +$674K +15,459 New
AUB
1177
Atlantic Union Bankshares
Virginia
$576K +$671K +15,405 New
AWM
1178
Axxcess Wealth Management
California
$574K +$31.7K +728 +5%
DI
1179
Diligent Investors
California
$573K +$4.79K +110 +0.7%
TAM
1180
Tocqueville Asset Management
New York
$570K +$14K +321 +2%
MSE
1181
MUFG Securities EMEA
United Kingdom
$567K +$197K +4,520 +42%
FCA
1182
FinTrust Capital Advisors
South Carolina
$565K
MG
1183
Mather Group
Illinois
$563K -$866K -19,862 -57%
CA
1184
Claro Advisors
Massachusetts
$562K -$131 -3 -0%
VA
1185
Valmark Advisers
Ohio
$561K -$89K -2,043 -12%
WA
1186
Waverly Advisors
Alabama
$561K +$216K +4,945 +49%
MW
1187
Marcum Wealth
Ohio
$561K +$90K +2,065 +16%
JWM
1188
Jupiter Wealth Management
Colorado
$561K -$1.2M -27,487 -65%
RIA
1189
Richwood Investment Advisors
Ohio
$560K -$13.1K -300 -2%
SB
1190
Simmons Bank
Arkansas
$558K -$66.9K -1,534 -9%
AC
1191
Abbrea Capital
California
$558K -$20.9K -480 -3%
ET
1192
Equitable Trust
Tennessee
$557K -$5.01K -115 -0.8%
HWAM
1193
Hennion & Walsh Asset Management
New Jersey
$557K -$15.7K -360 -2%
Fayez Sarofim & Co
1194
Fayez Sarofim & Co
Texas
$555K -$55.8K -1,280 -8%
MTC
1195
McDaniel Terry & Co
Texas
$554K +$645K +14,808 New
IIA
1196
IPG Investment Advisors
California
$553K +$87.2K +2,000 +16%
FSA
1197
Fort Sheridan Advisors
Illinois
$553K +$135K +3,100 +27%
LWM
1198
Liberty Wealth Management
California
$552K +$644K +14,773 New
PFM
1199
Parsec Financial Management
North Carolina
$552K -$32.3K -741 -5%
FAT
1200
First American Trust
California
$548K -$9.62M -220,645 -94%