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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
DC
1251
Diametric Capital
Massachusetts
$966K -$460K -6,739 -33%
CIA
1252
Cladis Investment Advisory
Montana
$964K -$6.76K -99 -0.7%
HWP
1253
Highline Wealth Partners
California
$959K +$12.2K +178 +1%
HNB
1254
Hilltop National Bank
Wyoming
$959K -$61.9K -906 -6%
WAG
1255
Wallace Advisory Group
California
$957K -$75.4K -1,104 -6%
NCM
1256
Neumann Capital Management
California
$957K
CPA
1257
Cardiff Park Advisors
California
$953K +$956 +14 +0.1%
ASC
1258
Atalanta Sosnoff Capital
New York
$952K +$282K +4,124 +44%
Legacy Financial Group (Iowa)
1259
Legacy Financial Group (Iowa)
Iowa
$951K -$37.6K -551 -4%
TCM
1260
Telos Capital Management
California
$951K -$150K -2,190 -14%
CWP
1261
Cyndeo Wealth Partners
Florida
$950K -$7.24K -106 -0.8%
BTW
1262
Boston Trust Walden
Massachusetts
$949K
KCM
1263
Kanawha Capital Management
Virginia
$949K -$57K -835 -6%
AIM
1264
Anchor Investment Management
South Carolina
$949K -$164K -2,396 -15%
BMA
1265
Brooks Moore & Associates
Tennessee
$947K -$51.2K -750 -5%
SFO
1266
Stokes Family Office
Louisiana
$946K +$919K +13,467 New
AIIMS
1267
Analyst IMS Investment Management Services
Israel
$944K
WIS
1268
Wright Investors Service
Connecticut
$941K +$6.21K +91 +0.7%
MWM
1269
Manske Wealth Management
Texas
$940K +$914K +13,383 New
EAM
1270
Empirical Asset Management
Massachusetts
$935K +$2.98M +43,650 +230%
DO
1271
denkapparat Operations
Germany
$934K +$908K +13,298 New
GC
1272
GFG Capital
Florida
$933K -$478K -6,996 -34%
EW
1273
Entruity Wealth
California
$932K +$906K +13,271 New
CWM
1274
C2C Wealth Management
Arizona
$931K +$27.3K +400 +3%
CA
1275
Carson Advisory
Georgia
$929K -$33.6K -492 -4%