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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
9WM
1226
9258 Wealth Management
Ohio
$532K +$8.53K +212 +2%
FMWA
1227
Forvis Mazars Wealth Advisors
Missouri
$528K -$29.1K -724 -6%
HIA
1228
Harbor Investment Advisory
Maryland
$527K +$71K +1,765 +17%
SCM
1229
Sebold Capital Management
Illinois
$526K +$1.93K +48 +0.4%
MAA
1230
Mraz Amerine & Associates
California
$525K
PGIM
1231
Pacific Global Investment Management
California
$525K +$523 +13 +0.1%
NMG
1232
New Millennium Group
Utah
$524K +$165K +4,095 +50%
AWM
1233
Axxcess Wealth Management
California
$523K -$125K -3,112 -20%
CL
1234
CSS LLC
Illinois
$522K -$195K -4,836 -28%
CT
1235
Chicago Trust
Illinois
$518K -$213K -5,301 -30%
KA
1236
Kovack Advisors
Florida
$517K -$2.98K -74 -0.6%
SM
1237
Sciencast Management
New Jersey
$516K -$358K -8,900 -43%
CWM
1238
C2C Wealth Management
Arizona
$513K -$9.22K -229 -2%
Fayez Sarofim & Co
1239
Fayez Sarofim & Co
Texas
$509K -$118K -2,926 -20%
RCG
1240
Resource Consulting Group
Florida
$508K +$479K +11,896 New
SSWM
1241
Sheets Smith Wealth Management
North Carolina
$507K -$40.7K -1,012 -8%
FFA
1242
First Foundation Advisors
California
$507K -$63.3K -1,572 -12%
GLA
1243
Good Life Advisors
Pennsylvania
$507K -$54.8K -1,362 -10%
SC
1244
SouthState Corp
Florida
$507K -$7.49K -186 -2%
GL
1245
Graypoint LLC
New York
$506K -$55.5K -1,378 -10%
PWMAG
1246
Pinnacle Wealth Management Advisory Group
New Jersey
$506K -$33K -821 -6%
GSC
1247
G&S Capital
Colorado
$505K +$1.33K +33 +0.3%
IIA
1248
IPG Investment Advisors
California
$503K -$121K -3,000 -20%
ISB
1249
Iowa State Bank
Iowa
$502K -$2.21K -55 -0.5%
FTC
1250
Farmers Trust Company
Ohio
$501K -$362 -9 -0.1%