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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
B
1426
Bayban
Minnesota
$908K +$8.04K +100 +0.9%
SEIA
1427
Signature Estate & Investment Advisors
California
$907K +$1.61K +20 +0.2%
PCM
1428
Pointe Capital Management
Michigan
$906K – – –
MAM
1429
Madison Asset Management
Wisconsin
$905K -$37K -461 -4%
PWA
1430
Physician Wealth Advisors
Utah
$904K -$13.3K -165 -1%
OC
1431
Opinicus Capital
Florida
$902K -$16K -199 -2%
SAM
1432
Sompo Asset Management
Japan
$902K -$118K -1,470 -12%
AG
1433
AlTi Global
New York
$901K -$38.3K -476 -4%
PC
1434
PCB Capital
New Jersey
$901K +$35.2K +438 +4%
DBIA
1435
Dumont & Blake Investment Advisors
New Jersey
$899K -$43.6K -543 -5%
TWM
1436
TRB Wealth Management
Texas
$899K +$61.4K +764 +8%
FMWA
1437
Forvis Mazars Wealth Advisors
Missouri
$898K -$22.1K -275 -2%
LGA
1438
Lebenthal Global Advisors
New York
$898K -$675K -8,397 -44%
PCFFS
1439
Pacific Center for Financial Services
California
$896K +$241 +3 +0%
AIA
1440
AIMZ Investment Advisors
California
$896K -$25.2K -314 -3%
FLI
1441
Family Legacy Inc
South Carolina
$896K – – –
HH
1442
Hilltop Holdings
Texas
$896K +$884 +11 +0.1%
WA1
1443
Wimmer Associates 1
California
$894K – – –
CP
1444
Clarendon Private
Massachusetts
$893K -$16.6K -206 -2%
EC
1445
EntryPoint Capital
New York
$892K +$868K +10,799 New
AWAP
1446
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$892K -$11.3K -140 -1%
PA
1447
PFW Advisors
Georgia
$891K +$5.79K +72 +0.7%
MB
1448
MidFirst Bank
Oklahoma
$890K +$2.65K +33 +0.3%
SWM
1449
Spire Wealth Management
Virginia
$888K -$327K -4,074 -27%
FFM
1450
Flagstone Financial Management
Nebraska
$888K +$643 +8 +0.1%