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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PWAP
1326
Private Wealth Advisors (Pennsylvania)
Pennsylvania
$734K -$17.6K -337 -2%
WPP
1327
Whalerock Point Partners
Rhode Island
$732K +$131K +2,500 +23%
DWA
1328
Divergent Wealth Advisors
Utah
$730K -$3.46K -66 -0.5%
FPCG
1329
Fort Pitt Capital Group
Pennsylvania
$729K +$64.7K +1,235 +10%
Cetera Investment Advisers
1330
Cetera Investment Advisers
Illinois
$728K +$48.1K +919 +7%
WPA
1331
West Paces Advisors
Georgia
$728K +$36.6K +698 +5%
WA
1332
Wheatland Advisors
Pennsylvania
$726K -$199K -3,805 -22%
CA
1333
CapWealth Advisors
Tennessee
$726K
LOAMS
1334
Lombard Odier Asset Management (Switzerland)
Switzerland
$726K +$262K +5,003 +59%
AWM
1335
Aries Wealth Management
Maine
$725K
NFG
1336
Next Financial Group
Texas
$725K +$93.6K +1,788 +15%
TP
1337
Truvvo Partners
New York
$724K -$321K -6,125 -31%
PNAA
1338
Pictet North America Advisors
Switzerland
$724K
WANY
1339
Wealthspire Advisors (New York)
New York
$724K +$121K +2,311 +21%
AMCA
1340
Arthur M. Cohen & Associates
Illinois
$722K -$107K -2,050 -13%
FCA
1341
FLC Capital Advisors
California
$715K +$45.4K +866 +7%
IPW
1342
Inlet Private Wealth
Florida
$714K -$13.4K -256 -2%
ZB
1343
Zions Bancorporation
Utah
$710K -$249K -4,757 -26%
NIA
1344
Northstar Investment Advisors
Colorado
$709K
IWM
1345
IHT Wealth Management
Illinois
$709K +$43.5K +831 +7%
GBT
1346
Grove Bank & Trust
Florida
$706K -$6.6K -126 -1%
TC
1347
Telemus Capital
Michigan
$706K +$75.2K +1,435 +12%
SAM
1348
Summit Asset Management
Tennessee
$702K
JHCP
1349
Jackson Hole Capital Partners
Oklahoma
$702K +$30.4K +580 +5%
BAM
1350
Belpointe Asset Management
Nevada
$702K +$186K +3,543 +37%