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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PWA
1301
Pitcairn Wealth Advisors
Pennsylvania
$1.11M -$242K -3,014 -18%
WAM
1302
Weatherly Asset Management
California
$1.11M
BHC
1303
Bull Harbor Capital
Maryland
$1.11M +$750K +9,337 +230%
BAG
1304
Bridgewealth Advisory Group
California
$1.11M +$161 +2 +0%
SWM
1305
Segment Wealth Management
Texas
$1.11M -$14.5K -180 -1%
FNBSF
1306
First National Bank Sioux Falls
South Dakota
$1.1M
DE
1307
Defiance ETFs
New York
$1.09M +$184K +2,286 +22%
SI
1308
Severin Investments
Missouri
$1.09M +$522K +6,496 +97%
RCWM
1309
Royal Capital Wealth Management
Indiana
$1.09M +$1.85K +23 +0.2%
TFA
1310
Tranquilli Financial Advisor
New Jersey
$1.09M -$20K -249 -2%
EAM
1311
Empirical Asset Management
Massachusetts
$1.09M -$44K -548 -4%
FIB
1312
First Interstate Bank
Montana
$1.08M -$28.4K -353 -3%
MFS
1313
Mattson Financial Services
Michigan
$1.08M +$62.2K +774 +7%
HIA
1314
Harbor Investment Advisory
Maryland
$1.08M +$4.26K +53 +0.4%
AI
1315
Accredited Investors
Minnesota
$1.07M +$57K +709 +6%
CAC
1316
Core Alternative Capital
Georgia
$1.07M +$62.9K +783 +6%
CLA
1317
Carnegie Lake Advisors
New Jersey
$1.07M
MA
1318
MCF Advisors
Kentucky
$1.07M +$51.5K +641 +5%
PNC
1319
Park National Corp
Ohio
$1.07M -$4.82K -60 -0.5%
MIA
1320
MeadowBrook Investment Advisors
Michigan
$1.07M +$16.1K +200 +2%
MPAM
1321
Murphy Pohlad Asset Management
Minnesota
$1.07M -$9.64K -120 -0.9%
RWP
1322
Ridgecrest Wealth Partners
California
$1.06M -$83.3K -1,036 -7%
IA
1323
Integrity Alliance
Iowa
$1.06M +$9K +112 +0.9%
WA
1324
Wealth Alliance
New York
$1.06M -$94.9K -1,181 -8%
1WM
1325
1900 Wealth Management
Texas
$1.06M +$258K +3,214 +34%