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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CWP
1451
Concord Wealth Partners
Virginia
$475K +$70.1K +1,240 +17%
IB
1452
Intrust Bank
Kansas
$474K +$10.7K +189 +2%
MMG
1453
Monetary Management Group
Missouri
$474K +$18.7K +330 +4%
HBS
1454
Howard Bailey Securities
Indiana
$473K +$473K +8,372 New
IFWM
1455
Institute for Wealth Management
Colorado
$473K -$83.5K -1,476 -15%
IIC
1456
Integrated Investment Consultants
Michigan
$471K +$472K +8,345 New
WA
1457
Wealth Architects
California
$471K +$4.98K +88 +1%
KP
1458
Keel Point
Alabama
$470K -$5.43K -96 -1%
BTIM
1459
BancFirst Trust & Investment Management
Oklahoma
$469K +$5.66K +100 +1%
SCA
1460
Sippican Capital Advisors
Massachusetts
$468K – – –
GCM
1461
Gallacher Capital Management
Colorado
$468K +$469K +8,290 New
TF
1462
Tudor Financial
Ohio
$468K +$468K +8,280 New
AMIM
1463
Aull & Monroe Investment Management
Alabama
$467K -$15.7K -277 -3%
FSCM
1464
Front Street Capital Management
Montana
$467K -$28.3K -500 -6%
PCMC
1465
Private Capital Management (Colorado)
Colorado
$467K +$230K +4,068 +97%
FCIM
1466
Fairview Capital Investment Management
California
$466K – – –
AlTi Global
1467
AlTi Global
New York
$465K -$647K -11,435 -58%
LA
1468
LVW Advisors
New York
$465K -$23.6K -418 -5%
ICP
1469
Interchange Capital Partners
Pennsylvania
$464K +$15K +265 +3%
IDA
1470
Intelligence Driven Advisers
California
$462K +$44.9K +794 +11%
Avidian Wealth Enterprises
1471
Avidian Wealth Enterprises
Texas
$461K +$40.7K +720 +10%
BWP
1472
Baldwin Wealth Partners
Massachusetts
$460K +$91.4K +1,616 +25%
CIC
1473
Cutler Investment Counsel
Oregon
$460K – – –
FB
1474
First Bancorp
Maine
$458K -$22.1K -390 -5%
AIA
1475
Alera Investment Advisors
Illinois
$457K +$65.3K +1,155 +17%