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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
HTI
1326
Hikari Tsushin Inc
Japan
$601K
FNT
1327
First Nebraska Trust
Nebraska
$600K -$25.2K -446 -4%
APP
1328
Avantax Planning Partners
Iowa
$597K -$252K -4,462 -30%
PPP
1329
Private Portfolio Partners
New Jersey
$596K +$597K +10,558 New
CBA
1330
Coastal Bridge Advisors
Connecticut
$596K
PPG
1331
Peak Planning Group
Colorado
$596K -$18.7K -330 -3%
RCM
1332
Raleigh Capital Management
North Carolina
$595K +$69.1K +1,222 +13%
LWP
1333
LMG Wealth Partners
Louisiana
$595K +$3.34K +59 +0.6%
WIC
1334
Woodmont Investment Counsel
Tennessee
$593K
MBT
1335
Montecito Bank & Trust
California
$593K -$11.3K -200 -2%
AWAP
1336
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$593K +$11.9K +210 +2%
OPCM
1337
Osborne Partners Capital Management
California
$593K
SAI
1338
Savvy Advisors Inc
New York
$592K +$593K +10,487 New
DMBA
1339
Deseret Mutual Benefit Administrators
Utah
$589K -$34.5K -610 -6%
ATFA
1340
All Terrain Financial Advisors
Minnesota
$588K -$50.9K -900 -8%
ZIG
1341
Zuckerman Investment Group
Illinois
$587K +$23.5K +415 +4%
CIC
1342
Crawford Investment Counsel
Georgia
$581K -$13.6K -241 -2%
CFP
1343
Catalyst Financial Partners
Massachusetts
$581K -$24K -425 -4%
KCM
1344
Kathmere Capital Management
Pennsylvania
$580K +$99.5K +1,759 +21%
AIM
1345
Aigen Investment Management
New York
$580K -$1.15M -20,347 -66%
SSWM
1346
Sheets Smith Wealth Management
North Carolina
$579K -$2.09K -37 -0.4%
CLOS
1347
Compagnie Lombard Odier SCmA
Switzerland
$579K -$3.74M -66,160 -87%
SC
1348
Steph & Co
Wisconsin
$579K
GSC
1349
G&S Capital
Colorado
$578K +$792 +14 +0.1%
Financial Engines Advisors
1350
Financial Engines Advisors
California
$576K +$24.8K +439 +4%