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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1551
Magnolia Capital Management
New York
$360K
PAMG
1552
Patton Albertson Miller Group
Tennessee
$360K +$29.2K +594 +9%
FRA
1553
Front Row Advisors
California
$359K +$28.8K +584 +8%
UFA
1554
US Financial Advisors
Massachusetts
$358K
BFWA
1555
Benchmark Financial Wealth Advisors
Florida
$358K +$31.9K +648 +10%
LSPW
1556
Lake Street Private Wealth
Illinois
$358K +$367K +7,453 New
IB
1557
Intrust Bank
Kansas
$357K -$161K -3,270 -31%
SXL
1558
Summit X LLC
Missouri
$357K +$32.7K +665 +10%
HIA
1559
Harbor Investment Advisory
Maryland
$355K -$337K -6,850 -48%
SNBOSCI
1560
Security National Bank of Sioux City Iowa
Iowa
$355K -$24.6K -500 -6%
NJBEST
1561
New Jersey Better Educational Savings Trust
New Jersey
$355K
PGIM
1562
Pacific Global Investment Management
California
$355K +$25.1K +509 +7%
CS
1563
Comerica Securities
Michigan
$353K +$38.8K +788 +12%
MRCM
1564
M&R Capital Management
New Jersey
$352K -$4.92K -100 -1%
RIG
1565
Roosevelt Investment Group
New York
$351K +$360K +7,317 New
LOAMS
1566
Lombard Odier Asset Management (Switzerland)
Switzerland
$351K +$360K +7,319 New
CWM
1567
CarsonAllaria Wealth Management
Illinois
$350K +$359K +7,284 New
WA
1568
Wealth Architects
California
$349K -$28.9K -588 -7%
AWA
1569
Arete Wealth Advisors
Illinois
$348K +$16.9K +344 +4%
FRM
1570
Fox Run Management
Connecticut
$348K +$357K +7,248 New
CCC
1571
Chelsea Counsel Company
California
$346K
PCA
1572
Pallas Capital Advisors
Massachusetts
$345K +$19.3K +392 +6%
LA
1573
Lynch & Associates
Indiana
$344K -$132K -2,675 -27%
WCM
1574
Wallace Capital Management
Texas
$341K
PNC
1575
Park National Corp
Ohio
$341K +$54.4K +1,104 +18%