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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AIM
1526
Achmea Investment Management
Netherlands
$288K -$8.09M -188,203 -96%
CPA
1527
Court Place Advisors
Maryland
$288K -$35.6K -828 -10%
LA
1528
Lynch & Associates
Indiana
$288K
MA
1529
MONECO Advisors
Connecticut
$288K +$38.8K +904 +14%
WDL
1530
Well Done LLC
Michigan
$287K -$255K -5,932 -45%
AW
1531
Avion Wealth
Texas
$287K -$30.7K -715 -9%
MIC
1532
Means Investment Company
Maine
$287K +$387 +9 +0.1%
WA
1533
Wealth Architects
California
$287K +$2.19K +51 +0.7%
ZIG
1534
Zullo Investment Group
Pennsylvania
$287K +$6.32K +147 +2%
PNC
1535
Park National Corp
Ohio
$287K +$52.6K +1,224 +21%
WF
1536
Wayfinding Financial
Washington
$286K +$12K +279 +4%
EWA
1537
Exencial Wealth Advisors
Oklahoma
$285K -$27.8K -648 -8%
EFSCE
1538
Enterprise Financial Services Corp (EFSC)
Missouri
$285K +$43.2K +1,006 +17%
SSB
1539
Sandy Spring Bank
Maryland
$284K +$2.1K +49 +0.7%
GA
1540
Greenspring Advisors
Maryland
$284K +$77.7K +1,809 +34%
SP
1541
Successful Portfolios
Florida
$283K +$6.32K +147 +2%
WC
1542
Woodstock Corp
Massachusetts
$281K -$17.2K -400 -5%
GIA
1543
Guyasuta Investment Advisors
Pennsylvania
$281K
BWM
1544
BNC Wealth Management
Oregon
$281K +$43 +1 +0%
DP
1545
Denver PWM
Colorado
$280K
Kovitz Investment Group Partners
1546
Kovitz Investment Group Partners
Illinois
$279K -$113K -2,621 -27%
SHGA
1547
Sand Hill Global Advisors
California
$279K -$33.5K -779 -10%
SAS
1548
Sanford Advisory Services
Michigan
$279K
JWBC
1549
John W. Brooker & Co
California
$278K
BFWA
1550
Benchmark Financial Wealth Advisors
Florida
$278K +$18.9K +441 +7%