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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AWM
1476
Apollon Wealth Management
South Carolina
$222K +$237K +8,662 New
MC
1477
Middleton & Co
Massachusetts
$220K -$161K -5,889 -41%
WCM
1478
Windsor Capital Management
Arizona
$220K -$97.8K -3,573 -29%
JLBC
1479
J.L. Bainbridge & Co
Florida
$220K
BFM
1480
Boothbay Fund Management
New York
$220K +$235K +8,593 New
CCM
1481
Canal Capital Management
Virginia
$217K -$5.58K -204 -2%
HHGA
1482
Halbert Hargrove Global Advisors
California
$216K -$30.2K -1,103 -12%
VAG
1483
VisionPoint Advisory Group
Texas
$215K +$224K +8,170 New
NWM
1484
Northwest Wealth Management
Iowa
$215K +$230K +8,402 New
SG
1485
StoneX Group
New York
$214K -$59.3K -2,166 -21%
PPSG
1486
Princeton Portfolio Strategies Group
New Jersey
$214K -$34.4K -1,259 -13%
PP
1487
PrairieView Partners
Minnesota
$214K +$328 +12 +0.1%
AWA
1488
Acorn Wealth Advisors
Michigan
$214K +$229K +8,376 New
MMG
1489
Monetary Management Group
Missouri
$213K -$52.9K -1,933 -19%
CFA
1490
Cahill Financial Advisors
Minnesota
$213K +$11.3K +413 +5%
HPCM
1491
High Pointe Capital Management
Illinois
$212K -$703K -25,690 -76%
CCM
1492
Cohen Capital Management
California
$212K
JHP
1493
James Hambro & Partners
United Kingdom
$212K +$227K +8,284 New
PCS
1494
Personal CFO Solutions
New Jersey
$211K -$122K -4,458 -35%
BFO
1495
Boston Family Office
Massachusetts
$211K -$16K -583 -7%
TCB
1496
Texas Capital Bancshares
Texas
$211K -$9.3K -340 -4%
RIA
1497
Regal Investment Advisors
Michigan
$211K +$226K +8,249 New
CAM
1498
Claret Asset Management
Quebec, Canada
$210K -$26.9K -985 -11%
GSBTD
1499
Glenview State Bank Trust Department
Illinois
$210K
Walleye Capital
1500
Walleye Capital
New York
$210K +$225K +8,219 New