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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
KMWM
1351
Keudell/Morrison Wealth Management
Oregon
$994K -$6.67K -83 -0.7%
WSA
1352
Wealth Science Advisors
Georgia
$991K +$548K +6,814 +132%
DMBA
1353
Deseret Mutual Benefit Administrators
Utah
$991K -$81.6K -1,015 -8%
CUAMC
1354
China Universal Asset Management Company
China
$990K +$244K +3,038 +34%
SP
1355
SmartHarvest Portfolios
Washington
$989K +$256K +3,183 +36%
RLH
1356
RD Lewis Holdings
Florida
$988K +$245K +3,050 +37%
PTP
1357
Platform Technology Partners
New York
$987K -$88.6K -1,102 -8%
RCM
1358
RB Capital Management
Nevada
$985K +$1.45K +18 +0.2%
TF
1359
Tudor Financial
Ohio
$984K +$161 +2 +0%
VGDSS
1360
VUB Generali dochodkova spravcovska spolocnost
$983K
BP
1361
BBR Partners
New York
$983K -$321 -4 -0%
RIA
1362
Richwood Investment Advisors
Ohio
$980K -$50.9K -633 -5%
FM
1363
Foster & Motley
Ohio
$973K +$517K +6,431 +120%
CIA
1364
Cladis Investment Advisory
Montana
$969K +$80 +1 +0%
SOS
1365
Silver Oak Securities
Tennessee
$968K -$6.99K -87 -0.7%
WA
1366
WP Advisors
California
$967K -$160K -1,989 -15%
BFA
1367
Bragg Financial Advisors
North Carolina
$966K -$18.8K -234 -2%
CWM
1368
Cornerstone Wealth Management
Missouri
$965K -$264K -3,283 -22%
FWM
1369
Focused Wealth Management
New York
$965K +$165K +2,050 +21%
WT
1370
Washington Trust
Rhode Island
$964K -$16.1K -200 -2%
SSC
1371
Syverson Strege & Co
Iowa
$963K -$53.8K -670 -5%
MCM
1372
Monument Capital Management
Virginia
$963K +$206K +2,566 +28%
TMC
1373
Themes Management Co
Connecticut
$963K -$199K -2,474 -18%
GC
1374
GatePass Capital
Ohio
$962K -$188K -2,336 -17%
LWMNY
1375
Landmark Wealth Management (New York)
New York
$961K +$482 +6 +0.1%