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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CFP
1301
Catalyst Financial Partners
Massachusetts
$1.21M +$33.5K +386 +3%
OWP
1302
Obermeyer Wealth Partners
Colorado
$1.21M -$5.9K -68 -0.5%
RCA
1303
Resonant Capital Advisors
Wisconsin
$1.21M +$35K +403 +3%
CLA
1304
Carnegie Lake Advisors
New Jersey
$1.21M
SWM
1305
Shakespeare Wealth Management
Wisconsin
$1.21M +$955 +11 +0.1%
RCM
1306
RB Capital Management
Nevada
$1.2M +$120K +1,384 +12%
FIB
1307
First Interstate Bank
Montana
$1.2M +$4.08K +47 +0.4%
MW
1308
Marble Wealth
Alabama
$1.2M +$1.12M +12,893 New
RCM
1309
Raleigh Capital Management
North Carolina
$1.2M -$52.7K -607 -4%
PL
1310
Perpetual Ltd
Australia
$1.2M +$308K +3,547 +38%
Members Trust
1311
Members Trust
Florida
$1.2M -$6.6K -76 -0.6%
CP
1312
Clarendon Private
Massachusetts
$1.2M -$124K -1,423 -10%
ISL
1313
Ingalls & Snyder LLC
New York
$1.19M
HIA
1314
Harbor Investment Advisory
Maryland
$1.19M +$49.1K +565 +5%
CIA
1315
Cascade Investment Advisors
Oregon
$1.19M
BFG
1316
Berger Financial Group
Minnesota
$1.19M -$120K -1,377 -10%
CIA
1317
Cladis Investment Advisory
Montana
$1.19M +$87 +1 +0%
NRC
1318
New Republic Capital
North Carolina
$1.19M +$524K +6,033 +90%
CAU
1319
Caxton Associates (UK)
$1.18M +$1.1M +12,713 New
CIC
1320
Crawford Investment Counsel
Georgia
$1.18M -$1.13K -13 -0.1%
MCA
1321
Magnolia Capital Advisors
Mississippi
$1.18M +$747K +8,610 +213%
Impax Asset Management Group
1322
Impax Asset Management Group
United Kingdom
$1.18M
RIA
1323
Richwood Investment Advisors
Ohio
$1.17M -$26K -300 -2%
GA
1324
Greenspring Advisors
Maryland
$1.17M +$1.09M +12,570 New
SC
1325
SouthState Corp
Florida
$1.17M +$27.9K +321 +3%