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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SWM
1226
Shakespeare Wealth Management
Wisconsin
$520K
OCM
1227
Osterweis Capital Management
California
$519K
BFM
1228
Boothbay Fund Management
New York
$519K +$267K +6,124 +79%
HCP
1229
Hexagon Capital Partners
Arkansas
$517K -$34.8K -799 -5%
WAP
1230
Wealthcare Advisory Partners
Pennsylvania
$516K +$6.32K +145 +1%
JSL
1231
JT Stratford LLC
Georgia
$513K -$56.7K -1,302 -9%
AC
1232
Allstate Corporation
Illinois
$513K -$5.58M -128,125 -90%
WLPWM
1233
Walled Lake Planning & Wealth Management
Illinois
$511K +$596K +13,664 New
SG
1234
StoneX Group
New York
$511K +$357K +8,199 +150%
Parallax Volatility Advisers
1235
Parallax Volatility Advisers
California
$510K -$19.7M -451,195 -97%
MWM
1236
Madison Wealth Management
Ohio
$510K +$47.7K +1,095 +9%
MS
1237
Maven Securities
Jersey
$507K +$592K +13,571 New
AG
1238
Ascent Group
Virginia
$507K -$42.9K -984 -7%
CIP
1239
Convergence Investment Partners
Florida
$504K -$2.35K -54 -0.4%
MBT
1240
Montecito Bank & Trust
California
$503K +$65.4K +1,500 +13%
PCS
1241
Personal CFO Solutions
New Jersey
$503K +$104K +2,380 +21%
FFA
1242
First Foundation Advisors
California
$503K -$228K -5,226 -28%
CPA
1243
Cardiff Park Advisors
California
$502K +$741 +17 +0.1%
AIA
1244
AIMZ Investment Advisors
California
$502K
ISL
1245
Ingalls & Snyder LLC
New York
$498K +$15.8K +362 +3%
KC
1246
Knuff & Co
California
$497K
HWP
1247
Highline Wealth Partners
California
$497K +$87.2K +2,001 +18%
WA
1248
Wealth Alliance
New York
$497K +$29.6K +678 +5%
GLA
1249
Good Life Advisors
Pennsylvania
$495K +$11.3K +259 +2%
GL
1250
Graypoint LLC
New York
$495K +$77.8K +1,784 +16%