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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
LPAM
1201
Lodestar Private Asset Management
California
$1.19M -$418K -5,797 -28%
Financial Engines Advisors
1202
Financial Engines Advisors
California
$1.19M +$58.8K +815 +6%
LI
1203
Lafayette Investments
Maryland
$1.19M -$43.3K -600 -4%
MIM
1204
MTM Investment Management
South Carolina
$1.18M +$361 +5 +0%
SWM
1205
Sendero Wealth Management
Texas
$1.18M -$92.2K -1,279 -8%
PWP
1206
Principle Wealth Partners
Connecticut
$1.18M +$2.88K +40 +0.3%
CMTU
1207
Capital Markets Trading (UK)
United Kingdom
$1.18M -$1.25M -17,389 -54%
PWPS
1208
Pinnacle Wealth Planning Services
Ohio
$1.17M -$128K -1,782 -11%
CWM
1209
Cornerstone Wealth Management
Missouri
$1.17M -$60.8K -843 -5%
SC
1210
SouthState Corp
Florida
$1.17M +$85.8K +1,190 +9%
KIA
1211
Knollwood Investment Advisory
Maryland
$1.17M
QWP
1212
Quotient Wealth Partners
Texas
$1.17M +$130K +1,808 +14%
JWM
1213
Jupiter Wealth Management
Colorado
$1.17M
BCA
1214
Bay Colony Advisors
Massachusetts
$1.17M -$9.23K -128 -0.9%
SIC
1215
Salem Investment Counselors
North Carolina
$1.17M
OCBCO
1216
Oversea-Chinese Banking Corp (OCBC)
Singapore
$1.16M -$890K -12,340 -46%
BCM
1217
Becker Capital Management
Oregon
$1.16M +$135K +1,869 +15%
FFA
1218
Fragasso Financial Advisors
Pennsylvania
$1.15M +$22.5K +312 +2%
CIA
1219
Cascade Investment Advisors
Oregon
$1.15M -$937 -13 -0.1%
KWA
1220
Kingswood Wealth Advisors
California
$1.15M +$73.5K +1,020 +8%
SN
1221
Sittner & Nelson
Oregon
$1.15M -$21.6K -299 -2%
MPIA
1222
Mountain Pacific Investment Advisers
Idaho
$1.15M -$238K -3,296 -19%
NSAM
1223
North Star Asset Management
Wisconsin
$1.15M +$133K +1,841 +15%
HBT
1224
Hills Bank & Trust
Iowa
$1.15M +$36.4K +505 +4%
PCS
1225
Personal CFO Solutions
New Jersey
$1.14M +$167K +2,312 +19%