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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SteelPeak Wealth
1526
SteelPeak Wealth
California
$414K +$17.6K +311 +4%
DIM
1527
Delta Investment Management
California
$414K – – –
Laurion Capital Management
1528
Laurion Capital Management
New York
$413K -$5.14M -90,927 -93%
FNBTCON
1529
First National Bank & Trust Co of Newtown
Pennsylvania
$412K – – –
ST
1530
Spinnaker Trust
Maine
$411K -$113K -2,000 -22%
LA
1531
Lakeside Advisors
Washington
$411K -$41.3K -731 -9%
ACG
1532
Allen Capital Group
Nebraska
$410K +$60.2K +1,064 +17%
WCG
1533
Weaver Consulting Group
California
$410K – – –
LA
1534
Lynch & Associates
Indiana
$410K – – –
AFT
1535
Alpha Family Trust
California
$408K – – –
SCM
1536
Sterneck Capital Management
Missouri
$407K -$144K -2,548 -26%
PP
1537
Patten & Patten
Tennessee
$406K – – –
WA
1538
Waddell & Associates
Tennessee
$404K +$622 +11 +0.2%
SAM
1539
Summit Asset Management
Tennessee
$404K – – –
BLC
1540
Brown, Lisle/Cummings
Rhode Island
$404K -$6.73K -119 -2%
CA
1541
Cambridge Advisors
Nebraska
$402K -$33.8K -598 -8%
MW
1542
Maia Wealth
Colorado
$402K +$127K +2,249 +58%
KSWA
1543
Kathleen S. Wright Associates
Pennsylvania
$402K – – –
NHT
1544
New Hampshire Trust
New Hampshire
$401K – – –
SAM
1545
S.A. Mason
Michigan
$401K – – –
Confluence Wealth Services
1546
Confluence Wealth Services
Pennsylvania
$401K -$17.2K -304 -4%
JWBC
1547
John W. Brooker & Co
California
$400K – – –
LF
1548
LifePlan Financial
Minnesota
$399K -$283K -5,003 -41%
WFA
1549
Wellspring Financial Advisors
Ohio
$399K +$399K +7,061 New
NWWA
1550
New Wave Wealth Advisors
Arkansas
$399K +$4.58K +81 +1%