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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1401
Aspen Investment Management
Michigan
$563K -$5.9K -100 -1%
WB
1402
West Bancorporation
Iowa
$561K
PWM
1403
Prentice Wealth Management
New York
$560K +$10.9K +184 +2%
OL
1404
OneFund LLC
Florida
$559K +$9.33K +158 +2%
SIM
1405
Stratos Investment Management
Ohio
$558K +$9.74K +165 +2%
PP
1406
PDS Planning
Ohio
$557K +$59.3K +1,005 +12%
BFO
1407
Biltmore Family Office
North Carolina
$557K +$40.3K +682 +8%
PIA
1408
Perennial Investment Advisors
California
$556K -$109K -1,843 -16%
MSFS
1409
Main Street Financial Solutions
Pennsylvania
$556K +$136K +2,301 +33%
RCG
1410
Regatta Capital Group
California
$555K -$9.68K -164 -2%
RCM
1411
Raleigh Capital Management
North Carolina
$553K +$63.9K +1,082 +13%
SC
1412
SouthState Corp
Florida
$553K -$49.1K -832 -8%
HIA
1413
Harbor Investment Advisory
Maryland
$553K -$1.42K -24 -0.3%
RC
1414
Rovin Capital
Arizona
$552K -$338K -5,718 -38%
ST
1415
Spinnaker Trust
Maine
$551K +$31.5K +533 +6%
Koshinski Asset Management
1416
Koshinski Asset Management
Illinois
$550K -$45.5K -771 -8%
CFA
1417
Cahill Financial Advisors
Minnesota
$548K +$5.14K +87 +1%
RFM
1418
Royal Fund Management
Florida
$547K -$590 -10 -0.1%
LJAC
1419
L.J. Altfest & Co
New York
$546K +$5.2K +88 +1%
B
1420
Bailard
California
$544K +$109K +1,843 +25%
CW
1421
CIC Wealth
Maryland
$543K -$71.4K -1,209 -12%
TL
1422
Tradewinds LLC
North Carolina
$539K +$536K +9,077 New
WCA
1423
Westover Capital Advisors
Delaware
$537K
TCM
1424
Triumph Capital Management
Colorado
$536K +$2.42K +41 +0.5%
WIM
1425
WealthPlan Investment Management
Nebraska
$535K +$1.06K +18 +0.2%