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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
KFGK
1426
Keystone Financial Group (Kentucky)
Kentucky
$511K -$2.03K -38 -0.4%
TFO
1427
Tarbox Family Office
California
$510K -$287K -5,369 -34%
MWM
1428
Meridian Wealth Management
Kentucky
$510K -$34.6K -646 -6%
SCA
1429
Sippican Capital Advisors
Massachusetts
$509K -$3.21K -60 -0.6%
FWP
1430
FAS Wealth Partners
Kansas
$507K -$18.4K -344 -3%
BFA
1431
Bragg Financial Advisors
North Carolina
$506K -$39.3K -735 -7%
NAS
1432
Nicolet Advisory Services
Wisconsin
$506K -$9.26K -173 -2%
MW
1433
Marcum Wealth
Ohio
$506K +$1.39K +26 +0.2%
SIM
1434
SSI Investment Management
California
$503K -$6.42K -120 -1%
CBA
1435
Coastal Bridge Advisors
Connecticut
$502K -$561K -10,479 -50%
WA
1436
Waddell & Associates
Tennessee
$501K -$230K -4,300 -29%
Kovitz Investment Group Partners
1437
Kovitz Investment Group Partners
Illinois
$499K -$2.32M -43,346 -81%
AIM
1438
Anchor Investment Management
South Carolina
$498K -$15.1K -283 -3%
LSA
1439
Leonteq Securities AG
Switzerland
$496K -$7.29M -136,270 -93%
BWA
1440
Bordeaux Wealth Advisors
California
$496K +$122K +2,273 +29%
VC
1441
Vicus Capital
Pennsylvania
$495K -$15K -280 -3%
AIM
1442
Aspen Investment Management
Michigan
$494K -$23.4K -438 -4%
FFMBT
1443
First Farmers & Merchants Bank Trust
Tennessee
$492K -$16.1K -300 -3%
PAIM
1444
Punch & Associates Investment Management
Minnesota
$492K
PM
1445
Parametrica Management
Hong Kong
$492K +$544K +10,163 New
LFA
1446
Lauterbach Financial Advisors
Texas
$487K -$28.8K -539 -5%
DCM
1447
Donaldson Capital Management
Indiana
$486K -$126K -2,348 -19%
AP
1448
Atwood & Palmer
Missouri
$486K -$36.3K -679 -6%
PCM
1449
Parsons Capital Management
Rhode Island
$486K
CWS
1450
Confluence Wealth Services
Pennsylvania
$485K -$38.6K -722 -7%