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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
NG
1401
Northstar Group
New York
$817K -$69.4K -1,295 -8%
WCM
1402
Windsor Capital Management
Arizona
$814K -$36.3K -677 -4%
WPA
1403
West Paces Advisors
Georgia
$813K +$37.8K +705 +5%
RIM
1404
Regent Investment Management
Kentucky
$813K
MHS
1405
M Holdings Securities
Oregon
$813K +$314K +5,859 +66%
AssetMark Inc
1406
AssetMark Inc
California
$811K -$20.5K -382 -3%
LC
1407
LCNB Corp
Ohio
$807K -$16K -298 -2%
PAM
1408
Premier Asset Management
Illinois
$801K +$88.8K +1,657 +13%
KWM
1409
Kingsview Wealth Management
Oregon
$799K +$198K +3,694 +34%
PHK
1410
Point72 Hong Kong
Hong Kong
$798K +$696K +12,996 +921%
TIA
1411
Tiemann Investment Advisors
California
$797K +$8.2K +153 +1%
LJHT
1412
Laurie J. Hall Trustee
$796K
EIA
1413
Edgemoor Investment Advisors
Maryland
$794K +$60.2K +1,124 +9%
DT
1414
Diversified Trust
Tennessee
$793K -$6.86K -128 -0.9%
ASC
1415
Atalanta Sosnoff Capital
New York
$790K -$1.02M -19,028 -57%
FNBSF
1416
First National Bank Sioux Falls
South Dakota
$783K -$621K -11,595 -45%
CSA
1417
Cottage Street Advisors
Massachusetts
$782K -$80.4K -1,500 -10%
MWM
1418
Meridian Wealth Management
Kentucky
$781K -$547K -10,206 -42%
FNBTCON
1419
First National Bank & Trust Co of Newtown
Pennsylvania
$776K -$23.6K -440 -3%
NAM
1420
Needelman Asset Management
California
$763K -$5.36K -100 -0.7%
VCM
1421
Vision Capital Management
Oregon
$761K -$5.63K -105 -0.8%
FMT
1422
First Mercantile Trust
Tennessee
$759K -$123K -2,300 -14%
CA
1423
CapWealth Advisors
Tennessee
$757K +$13.6K +254 +2%
MIAN
1424
Mariner Independent Advisor Network
Kansas
$755K +$730K +13,632 New
NBC
1425
Neuberger Berman Canada
Ontario, Canada
$754K +$195K +3,645 +37%