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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PPP
1551
Private Portfolio Partners
New Jersey
$217K +$322K +7,566 New
ARMC
1552
American Research & Management Company
Massachusetts
$215K -$21.3K -500 -6%
FA
1553
Faithward Advisors
Pennsylvania
$215K
BWM
1554
BigSur Wealth Management
Florida
$214K -$25.5K -600 -7%
WCM
1555
Wallace Capital Management
Texas
$214K
EW
1556
Evoke Wealth
California
$213K -$199K -4,684 -39%
AWA
1557
Arete Wealth Advisors
Illinois
$213K +$7.78K +183 +3%
NQWM
1558
Northwest Quadrant Wealth Management
Oregon
$212K +$50.5K +1,187 +16%
CWM
1559
Cahaba Wealth Management
Georgia
$211K -$56.5K -1,330 -15%
LCS
1560
Levin Capital Strategies
New York
$211K
FDCC
1561
Foster Dykema Cabot & Co
Massachusetts
$211K +$5.99K +141 +2%
BWM
1562
Buckley Wealth Management
Nevada
$210K +$7.4K +174 +2%
FCB
1563
First Command Bank
Texas
$210K +$19.3K +453 +7%
FCFS
1564
First Command Financial Services
Texas
$210K +$19.3K +453 +7%
ET
1565
Equitable Trust
Tennessee
$209K -$592K -13,921 -66%
BSB
1566
Bangor Savings Bank
Maine
$208K -$25K -589 -7%
HL
1567
HeadInvest LLC
Maine
$208K -$19.1K -450 -6%
PGIM
1568
Pacific Global Investment Management
California
$207K -$65.3K -1,537 -18%
FHA
1569
Flagship Harbor Advisors
Massachusetts
$207K +$44.2K +1,039 +17%
CVM
1570
Cheviot Value Management
California
$206K +$26.1K +615 +9%
BWP
1571
Bernardo Wealth Planning
Pennsylvania
$206K +$30.3K +712 +11%
MC
1572
Maverick Capital
Texas
$206K +$305K +7,169 New
SRAM
1573
Stone Ridge Asset Management
New York
$205K -$9.32M -219,200 -97%
BG
1574
Berry Group
Massachusetts
$205K -$98.2K -2,310 -24%
AW
1575
Avion Wealth
Texas
$205K