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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1326
PDS Planning
Ohio
$852K +$132K +1,754 +17%
AA
1327
Armis Advisers
Georgia
$852K +$901K +12,000 New
EW
1328
Element Wealth
Mississippi
$851K -$14.6K -195 -2%
FTC
1329
Farmers Trust Company
Ohio
$848K
ASC
1330
Atalanta Sosnoff Capital
New York
$846K -$133K -1,768 -13%
BAM
1331
Belpointe Asset Management
Nevada
$845K +$125K +1,669 +17%
MAWA
1332
Moss Adams Wealth Advisors
Washington
$842K -$50.6K -674 -5%
QC
1333
Quantessence Capital
New York
$842K -$2.12M -28,214 -71%
KA
1334
Kovack Advisors
Florida
$840K +$63.6K +847 +8%
AIP
1335
Arrowpoint Investment Partners
Singapore
$840K +$878K +11,700 New
RCM
1336
RB Capital Management
Nevada
$837K +$300 +4 +0%
MWM
1337
Manske Wealth Management
Texas
$830K -$137K -1,822 -14%
CCWM
1338
Correct Capital Wealth Management
Missouri
$829K -$1.43K -19 -0.2%
CCG
1339
Coastwise Capital Group
California
$829K -$1.12M -14,854 -56%
PL
1340
Perpetual Ltd
Australia
$827K
JFL
1341
Jarislowsky, Fraser Ltd
Quebec, Canada
$826K -$292K -3,890 -25%
TCOV
1342
Trust Company of Vermont
Vermont
$826K -$18K -240 -2%
BIP
1343
Blueprint Investment Partners
North Carolina
$824K +$41.4K +552 +5%
KTC
1344
Kentucky Trust Company
Kentucky
$824K
AIA
1345
AIMZ Investment Advisors
California
$824K
GLA
1346
Good Life Advisors
Pennsylvania
$819K -$5.48K -73 -0.6%
FFM
1347
Flagstone Financial Management
Nebraska
$819K +$12.8K +170 +2%
PHK
1348
Point72 Hong Kong
Hong Kong
$819K -$10M -133,313 -92%
HWA
1349
HCR Wealth Advisors
California
$819K
RWA
1350
River Wealth Advisors
Pennsylvania
$819K +$7.36K +98 +0.9%