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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
OA
1251
Operose Advisors
Wisconsin
$726K -$36.6K -699 -5%
FAM
1252
Formidable Asset Management
Ohio
$726K +$368K +7,041 +128%
PWW
1253
Pettyjohn Wood & White
Virginia
$725K -$3.77K -72 -0.6%
Members Trust
1254
Members Trust
Florida
$722K +$33.6K +643 +5%
QWP
1255
Quotient Wealth Partners
Texas
$722K -$122K -2,339 -16%
AWA
1256
Aaron Wealth Advisors
Illinois
$718K +$170K +3,258 +36%
WWM
1257
Western Wealth Management
Colorado
$718K -$410K -7,843 -39%
BBNA
1258
Bremer Bank National Association
Minnesota
$716K -$7.12K -136 -1%
AIA
1259
AIMZ Investment Advisors
California
$715K -$35.3K -675 -5%
WI
1260
Wintrust Investments
Illinois
$712K -$7.9K -151 -1%
DMBA
1261
Deseret Mutual Benefit Administrators
Utah
$711K -$1.05K -20 -0.2%
TCOV
1262
Trust Company of Vermont
Vermont
$710K +$60.4K +1,154 +10%
AC
1263
Allstate Corporation
Illinois
$707K -$21.6K -412 -3%
ECU
1264
Eisler Capital (US)
New York
$704K +$636K +12,151 New
AWAU
1265
Alliance Wealth Advisors (Utah)
Utah
$701K -$48K -918 -7%
CT
1266
Chicago Trust
Illinois
$698K +$63.8K +1,219 +11%
CCM
1267
Chilton Capital Management
Texas
$697K -$18.8K -360 -3%
CA
1268
Claro Advisors
Massachusetts
$694K -$52K -994 -8%
CIC
1269
Crawford Investment Counsel
Georgia
$693K +$49.7K +949 +9%
Fayez Sarofim & Co
1270
Fayez Sarofim & Co
Texas
$692K -$25.7K -491 -4%
LWM
1271
Liberty Wealth Management
California
$688K +$621K +11,868 New
FW
1272
FirstPurpose Wealth
Utah
$688K -$87K -1,662 -12%
PPG
1273
Peak Planning Group
Colorado
$687K
AI
1274
Accredited Investors
Minnesota
$685K -$385K -7,364 -38%
SCTC
1275
Sanibel Captiva Trust Company
Florida
$683K +$17.6K +336 +3%