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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
HFM
1376
Hartford Financial Management
Connecticut
$542K – – –
STA
1377
Smith Thornton Advisors
Alabama
$542K – – –
SSB
1378
Sandy Spring Bank
Maryland
$541K -$30.7K -542 -5%
TFA
1379
Transamerica Financial Advisors
Florida
$540K +$166K +2,940 +45%
MCM
1380
Monarch Capital Management
Indiana
$540K – – –
QWM
1381
Quadcap Wealth Management
Texas
$539K -$22.7K -401 -4%
CP
1382
Creekside Partners
California
$539K – – –
AIM
1383
Aspen Investment Management
Michigan
$536K – – –
KFGK
1384
Keystone Financial Group (Kentucky)
Kentucky
$536K -$39.7K -702 -7%
SFG
1385
Sather Financial Group
Texas
$534K -$283K -5,000 -35%
WB
1386
West Bancorporation
Iowa
$534K – – –
Atalanta Sosnoff Capital
1387
Atalanta Sosnoff Capital
New York
$533K -$45.2M -799,545 -99%
QPWM
1388
Quadrant Private Wealth Management
Pennsylvania
$532K -$33K -584 -6%
CCA
1389
Carrera Capital Advisors
Michigan
$530K +$30.3K +535 +6%
RCWM
1390
Royal Capital Wealth Management
Indiana
$528K -$19K -336 -3%
LW
1391
Linscomb Wealth
Texas
$526K -$10.2K -180 -2%
SouthState Corp
1392
SouthState Corp
Florida
$526K – – –
CFA
1393
Cahill Financial Advisors
Minnesota
$525K +$4.13K +73 +0.8%
LI
1394
LRI Investments
Florida
$524K -$52.5K -929 -11%
RCG
1395
Regatta Capital Group
California
$522K -$6.28K -111 -1%
Koshinski Asset Management
1396
Koshinski Asset Management
Illinois
$520K +$339 +6 +0.1%
PIA
1397
Perennial Investment Advisors
California
$519K -$10.1K -178 -2%
HIA
1398
Harbor Investment Advisory
Maryland
$519K -$6.96K -123 -1%
SCM
1399
Sebold Capital Management
Illinois
$518K -$55.5K -981 -10%
Bailard
1400
Bailard
California
$516K -$1.24K -22 -0.2%