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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AIIMS
1276
Analyst IMS Investment Management Services
Israel
$413K -$79K -1,859 -11%
FCFC
1277
First Citizens Financial Corp
Iowa
$412K -$67.6K -1,590 -10%
XF
1278
XML Financial
Maryland
$412K +$266K +6,262 +77%
SW
1279
SteelPeak Wealth
California
$411K +$15.9K +373 +3%
TW
1280
Transform Wealth
Colorado
$407K +$89.5K +2,105 +17%
AIA
1281
AIMZ Investment Advisors
California
$406K
AIM
1282
Acropolis Investment Management
Missouri
$405K -$26.6K -625 -4%
AWM
1283
Altavista Wealth Management
North Carolina
$404K -$54.3K -1,277 -8%
NIT
1284
NumerixS Investment Technologies
British Columbia, Canada
$402K +$595K +14,000 New
NIA
1285
Northstar Investment Advisors
Colorado
$401K +$34K +800 +6%
AHB
1286
Abner Herrman & Brock
New Jersey
$401K +$69.5K +1,634 +13%
KJWM
1287
Kiley Juergens Wealth Management
Washington
$400K +$10.7K +252 +2%
DAS
1288
Dynamic Advisor Solutions
Arizona
$399K -$572K -13,445 -49%
BCM
1289
BTR Capital Management
California
$398K -$72.5K -1,705 -11%
SAM
1290
Sawgrass Asset Management
Florida
$397K +$198K +4,650 +51%
B
1291
Bailard
California
$396K -$392K -9,225 -40%
VSWA
1292
Vontobel Swiss Wealth Advisors
Switzerland
$396K -$42.5K -1,000 -7%
HIA
1293
Harbor Investment Advisory
Maryland
$396K +$35.8K +841 +6%
TCPWM
1294
Traverso Chambers Private Wealth Management
California
$395K +$183K +4,312 +46%
Qube Research & Technologies (QRT)
1295
Qube Research & Technologies (QRT)
United Kingdom
$393K -$4.16M -97,800 -88%
MCCP
1296
Mission Creek Capital Partners
California
$393K -$29.3K -690 -5%
WLPWM
1297
Walled Lake Planning & Wealth Management
Illinois
$392K
OFG
1298
Oxford Financial Group
Indiana
$391K +$580K +13,640 New
AC
1299
Allstate Corporation
Illinois
$388K -$5.44M -127,989 -90%
KWA
1300
KCS Wealth Advisory
California
$388K -$300K -7,068 -34%