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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CA
1301
Cumberland Advisors
Florida
$556K -$43.2K -1,000 -8%
WIC
1302
Woodmont Investment Counsel
Tennessee
$556K +$4.19K +97 +0.9%
MCM
1303
Mengis Capital Management
Oregon
$555K +$43 +1 +0%
SC
1304
SouthState Corp
Florida
$553K -$29.3K -678 -6%
PFBT
1305
Parkside Financial Bank & Trust
Missouri
$553K +$61.8K +1,433 +15%
AWM
1306
Alterna Wealth Management
Texas
$552K
GSC
1307
G&S Capital
Colorado
$552K -$30.2K -699 -6%
FFM
1308
Flagstone Financial Management
Nebraska
$551K +$34.5K +800 +8%
GLA
1309
Good Life Advisors
Pennsylvania
$550K +$2.72K +63 +0.6%
RIM
1310
Redwood Investment Management
Arizona
$549K +$481K +11,149 New
BA
1311
Bristlecone Advisors
Washington
$548K -$384K -8,899 -44%
AAS
1312
Ameritas Advisory Services
Nebraska
$548K -$469K -10,857 -49%
AWAP
1313
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$547K -$4.1K -95 -0.8%
FNT
1314
First Nebraska Trust
Nebraska
$547K -$4.32K -100 -0.9%
MA
1315
MCF Advisors
Kentucky
$547K +$75K +1,737 +19%
TCOV
1316
Trust Company of Vermont
Vermont
$546K -$24.4K -566 -5%
RWA
1317
River Wealth Advisors
Pennsylvania
$546K -$64K -1,482 -12%
CNBT
1318
Canandaigua National Bank & Trust
New York
$544K -$2.81K -65 -0.6%
TCM
1319
Traynor Capital Management
Pennsylvania
$544K +$109K +2,533 +30%
VBFP
1320
Valtinson Bruner Financial Planning
Minnesota
$544K -$129 -3 -0%
WEG
1321
World Equity Group
Illinois
$542K +$83.5K +1,934 +21%
CIC
1322
Crawford Investment Counsel
Georgia
$542K +$121K +2,799 +34%
SF
1323
Summit Financial
New Jersey
$539K +$432 +10 +0.1%
AWM
1324
Aviso Wealth Management
Washington
$539K +$472K +10,949 New
LF
1325
Lee Financial
Texas
$536K +$5.57K +129 +1%