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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SIA
1351
Strategic Investment Advisors
Michigan
$817K -$84.5K -1,126 -9%
KJWM
1352
Kiley Juergens Wealth Management
Washington
$817K -$187K -2,490 -18%
PWMAG
1353
Pinnacle Wealth Management Advisory Group
New Jersey
$812K -$13.3K -177 -2%
NRI
1354
NFP Retirement Inc
California
$811K -$28K -373 -3%
GC
1355
GatePass Capital
Ohio
$810K +$847K +11,288 New
WCM
1356
Winebrenner Capital Management
Kentucky
$810K -$847K -11,283 -50%
CIC
1357
Crawford Investment Counsel
Georgia
$810K +$29.5K +393 +4%
NIA
1358
NBZ Investment Advisors
Tennessee
$809K -$3.38K -45 -0.4%
TFO
1359
Tarbox Family Office
California
$807K -$826 -11 -0.1%
DBIA
1360
Dumont & Blake Investment Advisors
New Jersey
$805K +$7.81K +104 +0.9%
PMG
1361
Private Management Group
California
$802K -$3.75K -50 -0.4%
CH
1362
Cromwell Holdings
Wyoming
$802K
AHL
1363
Abel Hall LLC
Louisiana
$799K -$14.2K -189 -2%
FFG
1364
Fiduciary Financial Group
California
$798K +$27.6K +368 +3%
PAW
1365
Plan A Wealth
Nebraska
$797K -$8.93K -119 -1%
AP
1366
Appleton Partners
Massachusetts
$797K +$168K +2,232 +25%
PA
1367
PFW Advisors
Georgia
$792K
BOPW
1368
Brandywine Oak Private Wealth
Pennsylvania
$785K +$821K +10,937 New
WA
1369
Wealth Alliance
New York
$781K +$14.6K +195 +2%
LCM
1370
Leisure Capital Management
California
$778K
CA
1371
Cumberland Advisors
Florida
$777K +$1.58K +21 +0.2%
DFG
1372
Delta Financial Group
New Jersey
$775K -$2.48K -33 -0.3%
AC
1373
AlphaCore Capital
California
$774K +$228K +3,040 +39%
PAP
1374
Persistent Asset Partners
Hong Kong
$773K -$125K -1,663 -13%
CCMT
1375
CMT Capital Markets Trading
Germany
$772K -$6.59M -87,750 -89%