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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PWM
1251
Purus Wealth Management
California
$566K +$1.16K +26 +0.2%
JIC
1252
Joel Isaacson & Co
New York
$564K +$80K +1,791 +17%
AW
1253
ACG Wealth
Georgia
$563K -$125K -2,796 -18%
MWM
1254
MorganRosel Wealth Management
Colorado
$559K
LWM
1255
Liberty Wealth Management
California
$559K +$117K +2,617 +27%
SG
1256
StoneX Group
New York
$557K -$143K -3,208 -21%
VIA
1257
Vident Investment Advisory
Georgia
$557K -$15.9K -355 -3%
GSC
1258
G&S Capital
Colorado
$557K
JIC
1259
Johnson Investment Counsel
Ohio
$557K +$18.1K +406 +3%
HCP
1260
Hexagon Capital Partners
Arkansas
$555K -$65.6K -1,469 -11%
DBIA
1261
Dumont & Blake Investment Advisors
New Jersey
$554K -$1.97K -44 -0.4%
WC
1262
Weil Company
California
$553K +$219K +4,900 +67%
SIGI
1263
Susquehanna International Group (Ireland)
Ireland
$552K +$544K +12,182 New
DLA
1264
Douglas Lane & Associates
New York
$548K +$7.64K +171 +1%
RDWM
1265
Red Door Wealth Management
Tennessee
$548K +$265K +5,930 +96%
CA
1266
Cambridge Advisors
Nebraska
$546K
MBT
1267
Montecito Bank & Trust
California
$546K
BP
1268
BBR Partners
New York
$542K -$55.4K -1,241 -9%
AMIM
1269
Aull & Monroe Investment Management
Alabama
$536K -$10.5K -235 -2%
PCI
1270
Pacifica Capital Investments
Texas
$536K
Koshinski Asset Management
1271
Koshinski Asset Management
Illinois
$535K +$113K +2,535 +27%
IIM
1272
Ipswich Investment Management
Massachusetts
$532K
LBD
1273
Landsberg Bennett & Dubbaneh
Florida
$532K +$18K +403 +4%
SAM
1274
Summit Asset Management
Tennessee
$531K -$78.3K -1,753 -13%
MIP
1275
Marietta Investment Partners
Wisconsin
$530K -$1.29K -29 -0.2%