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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PFA
1226
Pure Financial Advisors
California
$596K +$3.13K +70 +0.5%
HH
1227
Hilltop Holdings
Texas
$596K +$140K +3,145 +31%
NIA
1228
Northstar Investment Advisors
Colorado
$594K
DP
1229
Denver PWM
Colorado
$591K -$43.2K -968 -7%
GS
1230
Gagnon Securities
New York
$591K
BAMF
1231
BI Asset Management Fondsmaeglerselskab
Denmark
$587K -$73.9K -1,654 -11%
SFO
1232
Stokes Family Office
Louisiana
$587K +$5.85K +131 +1%
XSC
1233
X-Square Capital
Puerto Rico
$587K +$290K +6,492 +100%
DAS
1234
Dynamic Advisor Solutions
Arizona
$586K -$152K -3,412 -21%
MAFM
1235
Mid Atlantic Financial Management
Pennsylvania
$585K -$15.1K -338 -3%
MAM
1236
McCarthy Asset Management
California
$584K -$58.2K -1,304 -9%
OL
1237
Optas LLC
Texas
$582K +$248K +5,548 +76%
PWW
1238
Pettyjohn Wood & White
Virginia
$581K -$72.3K -1,619 -11%
AFS
1239
Axiom Financial Strategies
Indiana
$580K +$45 +1 +0%
Legacy Financial Group (Iowa)
1240
Legacy Financial Group (Iowa)
Iowa
$580K +$52.3K +1,171 +10%
HWMA
1241
Heritage Wealth Management (Arizona)
Arizona
$579K +$571K +12,790 New
FLI
1242
Family Legacy Inc
South Carolina
$576K
OPCM
1243
Osborne Partners Capital Management
California
$576K +$17.9K +400 +3%
GWS
1244
Glassman Wealth Services
Virginia
$574K +$16.6K +372 +3%
BCM
1245
Becker Capital Management
Oregon
$573K +$110K +2,474 +24%
BW
1246
Bison Wealth
Georgia
$572K +$86.6K +1,939 +18%
KFC
1247
Klingenstein Fields & Co
New York
$570K
GJIC
1248
Gamble Jones Investment Counsel
California
$569K
LK
1249
Lumbard & Kellner
New Hampshire
$566K -$16.3K -366 -3%
PWA
1250
Providence Wealth Advisors
Illinois
$566K