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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PFM
1201
Parsec Financial Management
North Carolina
$640K -$40.3K -910 -6%
EI
1202
Ethic Inc
New York
$640K +$236K +5,325 +52%
NWM
1203
Northwest Wealth Management
Iowa
$639K -$59.1K -1,335 -8%
ONGA
1204
O'Neil Global Advisors
California
$637K -$8.23K -186 -1%
CAM
1205
CenterStar Asset Management
Illinois
$637K
AC
1206
Abbrea Capital
California
$636K -$9.52K -215 -1%
MCM
1207
Mengis Capital Management
Oregon
$633K -$2.3K -52 -0.3%
MPAM
1208
Murphy Pohlad Asset Management
Minnesota
$632K -$10.8K -244 -2%
SWM
1209
Spire Wealth Management
Virginia
$632K -$250K -5,640 -27%
BOM
1210
Bank of Marin
California
$632K -$691K -15,617 -51%
IWA
1211
IVC Wealth Advisors
Pennsylvania
$631K +$678K +15,320 +177%
HWAM
1212
Hennion & Walsh Asset Management
New Jersey
$631K -$32.5K -734 -5%
CT
1213
Chicago Trust
Illinois
$631K +$158K +3,574 +31%
RIA
1214
Richwood Investment Advisors
Ohio
$631K -$37.4K -844 -5%
WPW
1215
Waldron Private Wealth
Pennsylvania
$629K
ALAM
1216
Asahi Life Asset Management
Japan
$629K -$51.8K -1,170 -7%
DI
1217
Diligent Investors
California
$629K -$20.7K -467 -3%
DWM
1218
Dakota Wealth Management
Florida
$629K +$270K +6,090 +67%
VV
1219
Verity & Verity
South Carolina
$627K +$428K +9,677 +176%
TFS
1220
Thoroughbred Financial Services
Tennessee
$627K +$303K +6,848 +82%
AT
1221
American Trust
Kentucky
$626K -$11.8K -266 -2%
JFA
1222
JNBA Financial Advisors
Minnesota
$622K -$8.72K -197 -1%
JSL
1223
JT Stratford LLC
Georgia
$621K -$1.16M -26,178 -64%
CA
1224
Claro Advisors
Massachusetts
$620K +$163K +3,675 +32%
ET
1225
Equitable Trust
Tennessee
$620K -$48.3K -1,091 -7%