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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
VAFP
1426
Vahanian & Associates Financial Planning
New York
$467K +$479K +9,737 New
SOW
1427
State of Wyoming
Wyoming
$466K -$98.4K -1,998 -17%
BWP
1428
Baldwin Wealth Partners
Massachusetts
$465K
MMA
1429
Miracle Mile Advisors
California
$462K +$41.8K +849 +10%
CA
1430
Claar Advisors
New York
$461K
HFM
1431
Hartford Financial Management
Connecticut
$460K
TCB
1432
Texas Capital Bancshares
Texas
$458K
BOTW
1433
Bank of the West
California
$457K -$347K -7,051 -43%
WTA
1434
Washington Trust Advisors
Massachusetts
$457K +$469K +9,517 New
WANY
1435
Wealthspire Advisors (New York)
New York
$456K -$73.8K -1,498 -14%
AGP
1436
Autumn Glory Partners
Texas
$456K +$468K +9,500 New
XT
1437
XTX Topco
Cayman Islands
$456K +$468K +9,502 New
IA
1438
IFG Advisory
Georgia
$455K -$25.7K -523 -5%
RCG
1439
Regatta Capital Group
California
$455K +$467K +9,480 New
WVP
1440
Worth Venture Partners
New Jersey
$454K -$468K -9,516 -50%
NIM
1441
Nexus Investment Management
Ontario, Canada
$454K
DHFB
1442
Dixon Hubard Feinour & Brown
Virginia
$454K +$466K +9,462 New
CTA
1443
Colonial Trust Advisors
South Carolina
$453K
HIMC
1444
Heritage Investors Management Corp
Maryland
$453K +$129K +2,625 +38%
MS
1445
Maven Securities
Jersey
$453K +$193K +3,924 +71%
BCA
1446
Bay Colony Advisors
Massachusetts
$451K -$10.6K -215 -2%
RWP
1447
Ridgecrest Wealth Partners
California
$450K
SVCP
1448
Silicon Valley Capital Partners
California
$450K +$1.82K +37 +0.4%
HHGA
1449
Halbert Hargrove Global Advisors
California
$450K +$6.25K +127 +1%
MSE
1450
MUFG Securities EMEA
United Kingdom
$449K -$49.9M -1,014,390 -99%