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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MWM
1451
MorganRosel Wealth Management
Colorado
$446K -$48K -1,018 -10%
MCM
1452
Manchester Capital Management
Vermont
$444K -$22.8K -483 -5%
GC
1453
Gratus Capital
Georgia
$444K
CC
1454
Cedar Capital
Illinois
$444K +$19.2K +407 +5%
PGIM
1455
Pacific Global Investment Management
California
$443K -$121K -2,572 -23%
CA
1456
Claro Advisors
Massachusetts
$441K -$109K -2,322 -21%
FDS
1457
First Dallas Securities
Texas
$438K +$409K +8,675 New
BCP
1458
Blue Chip Partners
Michigan
$436K -$33K -701 -7%
TCB
1459
Texas Capital Bancshares
Texas
$435K +$66.8K +1,418 +20%
CCM
1460
Canal Capital Management
Virginia
$432K -$12K -255 -3%
BB
1461
Bell Bank
North Dakota
$432K -$2.4K -51 -0.6%
SAM
1462
Smithbridge Asset Management
Pennsylvania
$431K
CAM
1463
Cidel Asset Management
Ontario, Canada
$430K -$118K -2,500 -23%
RFM
1464
Royal Fund Management
Florida
$429K +$7.4K +157 +2%
LOAMS
1465
Lombard Odier Asset Management (Switzerland)
Switzerland
$428K -$193K -4,096 -33%
B
1466
Bridgeworth
Alabama
$428K +$139K +2,951 +53%
PL
1467
Plancorp LLC
Missouri
$425K -$456K -9,686 -53%
GBBWRPM
1468
Genovese Burford & Brothers Wealth & Retirement Plan Management
California
$425K
CFA
1469
Cahill Financial Advisors
Minnesota
$425K +$2.5K +53 +0.6%
MIH
1470
Madison Investment Holdings
Wisconsin
$423K -$3.06K -65 -0.8%
IWC
1471
Integrated Wealth Concepts
Massachusetts
$422K -$281K -5,968 -42%
I
1472
IberiaBank
Louisiana
$422K -$62.7K -1,330 -14%
OC
1473
Oarsman Capital
Wisconsin
$422K -$43.4K -921 -10%
PP
1474
PrairieView Partners
Minnesota
$421K +$393K +8,347 New
LKIM
1475
Lawson Kroeker Investment Management
Nebraska
$419K -$87.2K -1,850 -18%