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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SFO
1376
Standard Family Office
South Dakota
$389K +$416K +9,672 New
RCWM
1377
Royal Capital Wealth Management
Indiana
$387K +$559 +13 +0.1%
BIP
1378
Blueprint Investment Partners
North Carolina
$387K +$414K +9,627 New
AMG
1379
Advisors Management Group
Wisconsin
$386K -$22.1K -514 -5%
HFM
1380
Hartford Financial Management
Connecticut
$386K
VC
1381
Vicus Capital
Pennsylvania
$384K -$25.2K -586 -6%
PSC
1382
Prentiss Smith & Co
Vermont
$384K -$945 -22 -0.2%
SXL
1383
Summit X LLC
Missouri
$382K +$55.2K +1,284 +16%
BCA
1384
Bay Colony Advisors
Massachusetts
$381K
WP
1385
WealthShield Partners
North Carolina
$380K +$473 +11 +0.1%
CAM
1386
Campion Asset Management
Virginia
$379K +$70.7K +1,645 +21%
LC
1387
Lincoln Capital
Nebraska
$379K +$101K +2,343 +33%
KF
1388
Krilogy Financial
Missouri
$378K -$133K -3,094 -25%
RWP
1389
Ridgecrest Wealth Partners
California
$377K
TCB
1390
Texas Capital Bancshares
Texas
$376K -$1.72K -40 -0.4%
MCM
1391
Manchester Capital Management
Vermont
$375K -$64.6K -1,504 -14%
GL
1392
Graypoint LLC
New York
$374K +$142K +3,304 +55%
DA
1393
Doliver Advisors
Texas
$373K -$1.68K -39 -0.4%
HI
1394
Humankind Investments
New York
$373K +$38.5K +895 +11%
DA
1395
DSC Advisors
Illinois
$372K -$90.7K -2,111 -19%
SMC
1396
Smith, Moore & Co
Missouri
$372K +$4.3K +100 +1%
PGIM
1397
Pacific Global Investment Management
California
$371K +$816 +19 +0.2%
BOTW
1398
Bank of the West
California
$371K +$5.24K +122 +1%
DWM
1399
Dakota Wealth Management
Florida
$368K +$161K +3,755 +70%
ASFA
1400
All Season Financial Advisors
Colorado
$368K +$393K +9,149 New