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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
RWA
1301
River Wealth Advisors
Pennsylvania
$1.14M -$100K -2,095 -8%
BHBT
1302
Burke & Herbert Bank & Trust
Virginia
$1.13M -$136K -2,844 -10%
BEC
1303
Blue Edge Capital
Virginia
$1.13M -$19.9K -415 -2%
FIB
1304
First Interstate Bank
Montana
$1.13M -$75.1K -1,569 -6%
LBC
1305
Lawrence B. Cohen
$1.12M +$299K +6,240 +33%
AIIMS
1306
Analyst IMS Investment Management Services
Israel
$1.12M +$28.2K +589 +2%
ACS
1307
Archford Capital Strategies
Illinois
$1.12M +$156K +3,264 +15%
Lido Advisors
1308
Lido Advisors
California
$1.12M -$237K -4,949 -16%
DBIA
1309
Dumont & Blake Investment Advisors
New Jersey
$1.12M +$6.56K +137 +0.5%
CS
1310
Comerica Securities
Michigan
$1.11M +$269K +5,629 +29%
CPIM
1311
Columbia Partners Investment Management
Virginia
$1.11M +$1.2M +25,177 New
NAMA
1312
Nikko Asset Management Americas
New York
$1.11M -$258K -5,400 -18%
AIA
1313
Arbor Investment Advisors
North Carolina
$1.11M -$111K -2,319 -8%
FC
1314
Forte Capital
New York
$1.11M +$156K +3,251 +15%
HIH
1315
HRS Investment Holdings
New York
$1.11M -$598K -12,500 -33%
WAM
1316
Wealthspire Advisors (Maryland)
Maryland
$1.1M +$178K +3,711 +17%
TW
1317
Transform Wealth
Colorado
$1.1M +$145K +3,025 +14%
NHC
1318
Nicholas Hoffman & Company
Georgia
$1.09M +$124K +2,594 +12%
PFSC
1319
Peoples Financial Services Corp
Pennsylvania
$1.09M -$2.39K -50 -0.2%
CCM
1320
Carderock Capital Management
Maryland
$1.09M -$616K -12,874 -34%
NA
1321
NewEdge Advisors
Louisiana
$1.08M +$554K +11,570 +90%
1IA
1322
1834 Investment Advisors
Wisconsin
$1.08M -$1.81M -37,741 -61%
CCFCSB
1323
Cape Cod Five Cents Savings Bank
Massachusetts
$1.08M -$5.85M -122,349 -83%
SAA
1324
Southeast Asset Advisors
Georgia
$1.08M +$13.6K +285 +1%
CWM
1325
Confluence Wealth Management
Oregon
$1.08M -$114K -2,375 -9%