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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CCFM
1351
Clear Creek Financial Management
Washington
$396K +$34K +780 +8%
HIA
1352
Harbor Investment Advisory
Maryland
$395K -$654 -15 -0.1%
MAM
1353
McCarthy Asset Management
California
$395K -$5.71K -131 -1%
CBA
1354
Coastal Bridge Advisors
Connecticut
$395K
FFM
1355
Flagstone Financial Management
Nebraska
$394K +$44 +1 +0%
VAM
1356
Vontobel Asset Management
New York
$394K -$15.7K -361 -3%
RCG
1357
Regatta Capital Group
California
$393K
LCWP
1358
Legacy Capital Wealth Partners
Arkansas
$391K +$456K +10,471 New
OWP
1359
Obermeyer Wealth Partners
Colorado
$390K -$42.6K -978 -9%
WP
1360
WealthSpring Partners
California
$390K -$24.2K -556 -5%
TFO
1361
Tarbox Family Office
California
$389K +$44 +1 +0%
JCM
1362
Jacobi Capital Management
Pennsylvania
$388K -$96.4K -2,211 -18%
ATFA
1363
All Terrain Financial Advisors
Minnesota
$388K -$9.81K -225 -2%
FPCP
1364
Fort Point Capital Partners
California
$387K +$741 +17 +0.2%
FIM
1365
Freedom Investment Management
Connecticut
$385K -$33K -756 -7%
AIM
1366
Athena Investment Management
California
$384K
SC
1367
Steph & Co
Wisconsin
$383K
SMA
1368
Sage Mountain Advisors
Georgia
$383K +$181K +4,142 +68%
IFWM
1369
Institute for Wealth Management
Colorado
$383K +$44.9K +1,029 +11%
QC
1370
Quent Capital
New York
$383K +$213K +4,897 +92%
FW
1371
FirstPurpose Wealth
Utah
$382K +$186K +4,278 +72%
GIA
1372
Gladstone Institutional Advisory
Florida
$382K +$31.5K +722 +8%
Bank Julius Baer & Co
1373
Bank Julius Baer & Co
Switzerland
$382K +$375K +8,596 +531%
HWA
1374
HCR Wealth Advisors
California
$382K
LFA
1375
Lauterbach Financial Advisors
Texas
$382K +$2.14K +49 +0.5%