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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
LCWP
1251
Legacy Capital Wealth Partners
Arkansas
$626K -$12.6K -291 -2%
BAM
1252
Belpointe Asset Management
Nevada
$625K -$2.2K -51 -0.4%
CA
1253
Carson Advisory
Georgia
$624K -$14.4K -333 -3%
MBT
1254
Montecito Bank & Trust
California
$623K -$33.4K -775 -6%
PWMG
1255
Prestige Wealth Management Group
New Jersey
$622K +$54.3K +1,259 +11%
OWP
1256
Obermeyer Wealth Partners
Colorado
$622K
AC
1257
Allstate Corporation
Illinois
$621K -$13.9K -322 -2%
TFA
1258
Tranquilli Financial Advisor
New Jersey
$620K +$41.6K +964 +8%
PWW
1259
Pettyjohn Wood & White
Virginia
$620K -$30.8K -714 -5%
CFGS
1260
Concourse Financial Group Securities
Alabama
$619K -$8.11K -188 -1%
BBNA
1261
Bremer Bank National Association
Minnesota
$615K -$282K -6,524 -34%
WI
1262
Wintrust Investments
Illinois
$612K -$16.4K -379 -3%
CCM
1263
Chilton Capital Management
Texas
$610K -$11.2K -259 -2%
DMBA
1264
Deseret Mutual Benefit Administrators
Utah
$605K -$172K -3,987 -24%
FPWM
1265
FSB Premier Wealth Management
Iowa
$603K +$83.3K +1,931 +19%
PWMAG
1266
Pinnacle Wealth Management Advisory Group
New Jersey
$603K +$10.6K +246 +2%
CW
1267
Connectus Wealth
Ohio
$602K +$29.3K +679 +6%
JC
1268
Jacobs & Co
California
$598K -$9.71K -225 -2%
Fayez Sarofim & Co
1269
Fayez Sarofim & Co
Texas
$597K
SSA
1270
Sierra Summit Advisors
Nevada
$597K +$524K +12,134 New
CCIA
1271
Campbell & Co Investment Adviser
Maryland
$594K +$521K +12,073 New
KLCM
1272
KG&L Capital Management
Louisiana
$593K -$1.51M -34,932 -73%
CG
1273
Cutler Group
California
$593K -$1.7M -39,392 -77%
BW
1274
Basepoint Wealth
Iowa
$588K -$44.6K -1,034 -8%
ZB
1275
Zions Bancorporation
Utah
$587K +$12.9K +300 +3%