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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CH
1401
Cromwell Holdings
Wyoming
$923K
AU
1402
AlphaGrep UK
$923K +$168K +2,094 +23%
HAM
1403
Harmony Asset Management
Arizona
$922K +$95.2K +1,185 +12%
PMG
1404
Private Management Group
California
$921K
VF
1405
Virtu Financial
New York
$921K -$706K -8,780 -44%
WP
1406
Wealthspan Partners
Iowa
$919K +$7.71K +96 +0.9%
DWM
1407
Destination Wealth Management
California
$918K +$15.3K +190 +2%
SFC
1408
SYM Financial Corp
Indiana
$917K +$377K +4,689 +73%
LMFP
1409
Larry Mathis Financial Planning
Arizona
$917K +$11.1K +138 +1%
TWP
1410
Triad Wealth Partners
Kansas
$916K +$84.5K +1,052 +11%
CS
1411
Candriam SCA
Luxembourg
$915K -$1.37K -17 -0.2%
CCA
1412
Childress Capital Advisors
Texas
$914K -$94.1K -1,171 -10%
RT
1413
Rockland Trust
Massachusetts
$914K
BW
1414
BIP Wealth
Georgia
$914K +$82.6K +1,028 +10%
BWS
1415
Buck Wealth Strategies
Colorado
$912K -$14.9K -185 -2%
SB
1416
Strategic Blueprint
Georgia
$911K +$69K +858 +8%
SC
1417
Scratch Capital
Idaho
$911K -$53.1K -661 -6%
HWAM
1418
Hennion & Walsh Asset Management
New Jersey
$911K +$432K +5,370 +95%
HWM
1419
Hohimer Wealth Management
Washington
$911K -$8.2K -102 -0.9%
EW
1420
Element Wealth
Mississippi
$911K +$12K +149 +1%
GIP
1421
Greatmark Investment Partners
Georgia
$909K
B
1422
Bayban
Minnesota
$908K +$8.04K +100 +0.9%
SEIA
1423
Signature Estate & Investment Advisors
California
$907K +$1.61K +20 +0.2%
PCM
1424
Pointe Capital Management
Michigan
$906K
MAM
1425
Madison Asset Management
Wisconsin
$905K -$37K -461 -4%