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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MSAM
1451
Moloney Securities Asset Management
Missouri
$606K -$21.2K -399 -4%
WPW
1452
Waldron Private Wealth
Pennsylvania
$606K +$145K +2,725 +33%
SFG
1453
SNS Financial Group
Minnesota
$604K -$15K -283 -3%
IOOF
1454
Independent Order of Foresters
Ontario, Canada
$604K
TFO
1455
Tarbox Family Office
California
$603K +$7.92K +149 +1%
BAAM
1456
Baker Avenue Asset Management
California
$603K +$297K +5,591 +105%
WA
1457
Wealth Architects
California
$597K -$63.1K -1,188 -10%
PAM
1458
PT Asset Management
Illinois
$590K
BC
1459
Barnett & Company
Tennessee
$585K +$24.9K +468 +5%
AFNAS
1460
American Financial Network Advisory Services
California
$583K +$562K +10,572 New
SIM
1461
SSI Investment Management
California
$582K +$50.7K +954 +10%
AUB
1462
Atlantic Union Bankshares
Virginia
$580K -$2.19M -41,249 -80%
SWM
1463
Stockman Wealth Management
Montana
$579K +$365K +6,863 +189%
WAP
1464
Wealthcare Advisory Partners
Pennsylvania
$579K +$556K +10,453 +21,333%
AWA
1465
Arete Wealth Advisors
Illinois
$578K -$487K -9,154 -47%
HCM
1466
Hollencrest Capital Management
California
$576K -$22.9K -430 -4%
CCM
1467
Canal Capital Management
Virginia
$570K -$29K -545 -5%
MFW
1468
Mosaic Family Wealth
Missouri
$565K +$25.6K +482 +5%
SAM
1469
Shamrock Asset Management
Texas
$561K -$19.4K -365 -3%
GLI
1470
Guardian Life Insurance
New York
$561K -$425 -8 -0.1%
FIM
1471
Freedom Investment Management
Connecticut
$560K -$434K -8,167 -45%
JFGLC
1472
Johnson Financial Group LLC (Colorado)
Colorado
$559K +$40.4K +761 +8%
WDL
1473
Well Done LLC
Michigan
$557K -$2.66K -50 -0.5%
GHAM
1474
Gilman Hill Asset Management
Connecticut
$555K +$66.7K +1,255 +14%
CBA
1475
Coastal Bridge Advisors
Connecticut
$554K