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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AWS
1276
AJ Wealth Strategies
New York
$524K -$3.84K -83 -0.7%
NIM
1277
Northeast Investment Management
Massachusetts
$524K
FNT
1278
First Nebraska Trust
Nebraska
$524K +$19.9K +429 +4%
CWM
1279
Cornerstone Wealth Management
Missouri
$522K +$14.2K +307 +3%
PSC
1280
Prentiss Smith & Co
Vermont
$521K
BFA
1281
Bragg Financial Advisors
North Carolina
$519K +$21.5K +465 +4%
BFPW
1282
BOK Financial Private Wealth
Colorado
$519K +$122K +2,642 +31%
FAIM
1283
Financial Advocates Investment Management
Washington
$517K +$89K +1,923 +21%
CT
1284
Chicago Trust
Illinois
$515K +$11.9K +257 +2%
FMC
1285
First Merchants Corp
Indiana
$514K -$12.2K -263 -2%
LCM
1286
Leisure Capital Management
California
$512K
WANY
1287
Wealthspire Advisors (New York)
New York
$510K +$509K +10,998 New
BCI
1288
Brinker Capital Investments
Pennsylvania
$508K
SAS
1289
Stelac Advisory Services
New York
$507K +$154K +3,321 +44%
HI
1290
Humankind Investments
New York
$507K +$156K +3,367 +45%
BP
1291
Ballentine Partners
Massachusetts
$506K +$45.1K +975 +10%
PWPS
1292
Pinnacle Wealth Planning Services
Ohio
$504K +$6.48K +140 +1%
FCIM
1293
Fairview Capital Investment Management
California
$503K +$6.16K +133 +1%
PCM
1294
Parsons Capital Management
Rhode Island
$502K -$1.94K -42 -0.4%
QFA
1295
Quattro Financial Advisors
Texas
$502K
MW
1296
Marcum Wealth
Ohio
$502K +$87.6K +1,892 +21%
AC
1297
Annandale Capital
Texas
$501K +$278 +6 +0.1%
IF
1298
Intrua Financial
Texas
$501K +$463K +10,009 New
FWP
1299
FAS Wealth Partners
Kansas
$500K +$2.68K +58 +0.5%
AFP
1300
Ausdal Financial Partners
Iowa
$498K -$14.4K -312 -3%