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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
HCM
1176
Highlander Capital Management
New Jersey
$737K +$38.7K +897 +6%
NSIM
1177
North Star Investment Management
Illinois
$736K -$127K -2,936 -16%
Jones Financial Companies
1178
Jones Financial Companies
Missouri
$733K +$157K +3,629 +32%
PRC
1179
Pearl River Capital
Michigan
$730K +$640K +14,835 New
SSB
1180
Sandy Spring Bank
Maryland
$729K +$240K +5,557 +60%
MIM
1181
MTM Investment Management
South Carolina
$729K +$639K +14,806 New
QWP
1182
Quotient Wealth Partners
Texas
$728K +$638K +14,788 New
MWM
1183
Meridian Wealth Management
Kentucky
$727K -$41.1K -953 -6%
SWM
1184
Segment Wealth Management
Texas
$722K +$633K +14,667 New
WG
1185
Welch Group
Alabama
$722K +$64.9K +1,503 +11%
VPP
1186
Vertex Planning Partners
Illinois
$720K +$46K +1,065 +8%
NWM
1187
Northwest Wealth Management
Iowa
$719K -$32.2K -746 -5%
DWM
1188
Dakota Wealth Management
Florida
$718K -$51.8K -1,200 -8%
SIM
1189
Sentry Investment Management
Wisconsin
$716K -$287K -6,655 -31%
BTW
1190
Boston Trust Walden
Massachusetts
$714K
AC
1191
Abbrea Capital
California
$710K -$39.8K -923 -6%
MTC
1192
McDaniel Terry & Co
Texas
$709K -$17.3K -400 -3%
AM
1193
AGF Management
Ontario, Canada
$707K +$163K +3,780 +36%
ISL
1194
Ingalls & Snyder LLC
New York
$706K -$86 -2 -0%
AWA
1195
Arkadios Wealth Advisors
Georgia
$706K -$43.6K -1,010 -7%
JSL
1196
JT Stratford LLC
Georgia
$705K -$9.49K -220 -2%
PWLP
1197
Prio Wealth Limited Partnership
Massachusetts
$704K +$10.1K +233 +2%
LF
1198
LifeSteps Financial
California
$704K +$173 +4 +0%
GI
1199
Gradient Investments
Minnesota
$702K +$2.12K +49 +0.3%
MCM
1200
MV Capital Management
Maryland
$699K +$25.9K +601 +4%