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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PCM
1301
Parsons Capital Management
Rhode Island
$492K -$22.3K -500 -4%
FNT
1302
First Nebraska Trust
Nebraska
$492K -$1.12K -25 -0.2%
CT
1303
Chicago Trust
Illinois
$491K +$8.57K +192 +2%
TA
1304
Tiedemann Advisors
New York
$489K -$9.87K -221 -2%
WDL
1305
Well Done LLC
Michigan
$489K -$5.4K -121 -1%
BFO
1306
Biltmore Family Office
North Carolina
$489K
NAS
1307
Nicolet Advisory Services
Wisconsin
$489K
ACM
1308
AlphaStar Capital Management
North Carolina
$489K +$240K +5,372 +100%
AC
1309
Annandale Capital
Texas
$488K +$89 +2 +0%
PWPS
1310
Pinnacle Wealth Planning Services
Ohio
$486K -$451K -10,104 -48%
FWP
1311
FAS Wealth Partners
Kansas
$486K -$3.97K -89 -0.8%
FCIM
1312
Fairview Capital Investment Management
California
$485K -$3.13K -70 -0.6%
BFA
1313
Bragg Financial Advisors
North Carolina
$485K +$41.4K +928 +9%
IB
1314
Intrust Bank
Kansas
$484K -$31.4K -703 -6%
OFG
1315
Oxford Financial Group
Indiana
$484K +$491 +11 +0.1%
BAM
1316
Barrett Asset Management
New York
$483K
AIM
1317
Aspen Investment Management
Michigan
$481K -$4.64K -104 -1%
WA
1318
Wealth Alliance
New York
$481K +$37.6K +841 +9%
OWIM
1319
Old West Investment Management
California
$480K
PCM
1320
Penserra Capital Management
California
$479K -$69.8K -1,564 -13%
HMS
1321
Hanseatic Management Services
New Mexico
$479K +$472K +10,566 New
SIM
1322
SSI Investment Management
California
$474K -$2.19K -49 -0.5%
GTAM
1323
Global Trust Asset Management
Florida
$473K
CBA
1324
Coastal Bridge Advisors
Connecticut
$473K +$2.23K +50 +0.5%
GT
1325
Glenview Trust
Kentucky
$471K