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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
JWA
1201
JFS Wealth Advisors
Pennsylvania
$865K -$104K -1,756 -11%
FPGT
1202
Financial Partners Group (Tennessee)
Tennessee
$862K -$202K -3,423 -19%
GFP
1203
Gryphon Financial Partners
Ohio
$859K -$194K -3,289 -19%
SFG
1204
Sather Financial Group
Texas
$858K -$97.9K -1,658 -10%
LGA
1205
Lebenthal Global Advisors
New York
$858K -$34.2K -579 -4%
Legacy Financial Group (Iowa)
1206
Legacy Financial Group (Iowa)
Iowa
$857K -$24.7K -418 -3%
LF
1207
LifeSteps Financial
California
$856K +$177 +3 +0%
WP
1208
Wealthspan Partners
Iowa
$853K +$48.8K +826 +6%
FPB
1209
First PREMIER Bank
South Dakota
$850K
PWLP
1210
Prio Wealth Limited Partnership
Massachusetts
$850K
FNBSF
1211
First National Bank Sioux Falls
South Dakota
$850K
AWA
1212
Aaron Wealth Advisors
Illinois
$849K +$113K +1,913 +15%
SIA
1213
Strategic Investment Advisors
Michigan
$848K -$6.08K -103 -0.7%
CWP
1214
Cyndeo Wealth Partners
Florida
$847K +$366K +6,199 +77%
WPW
1215
Waldron Private Wealth
Pennsylvania
$845K -$63.7K -1,079 -7%
PGIM
1216
Pacific Global Investment Management
California
$840K -$4.78K -81 -0.6%
BMA
1217
Brooks Moore & Associates
Tennessee
$837K
AW
1218
Avion Wealth
Texas
$832K -$85.7K -1,452 -9%
CA
1219
Claro Advisors
Massachusetts
$828K +$116K +1,968 +16%
KJWM
1220
Kiley Juergens Wealth Management
Washington
$826K -$9.68K -164 -1%
PI
1221
PFG Investments
New York
$825K +$71.7K +1,214 +10%
PCM
1222
Pointe Capital Management
Michigan
$825K +$2.95K +50 +0.4%
CS
1223
Cannell & Spears
New York
$824K
HBT
1224
Hills Bank & Trust
Iowa
$823K +$65.8K +1,114 +9%
PAMG
1225
Patton Albertson Miller Group
Tennessee
$823K +$501K +8,494 +158%