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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MIP
1551
Marietta Investment Partners
Wisconsin
$659K -$76.2K -940 -11%
AF
1552
Atala Financial
California
$658K – – –
ET
1553
Equitable Trust
Tennessee
$658K -$1.6M -19,740 -72%
Institute for Wealth Management
1554
Institute for Wealth Management
Colorado
$657K -$1.54K -19 -0.2%
HAM
1555
Harmony Asset Management
Arizona
$657K +$635K +7,834 New
KLCM
1556
KG&L Capital Management
Louisiana
$657K -$437K -5,385 -35%
Van Cleef Asset Management
1557
Van Cleef Asset Management
Ohio
$655K +$81 +1 +0%
FC
1558
FORA Capital
Florida
$654K +$633K +7,800 New
SilverOak Wealth Management
1559
SilverOak Wealth Management
Minnesota
$652K -$91K -1,122 -13%
EWA
1560
Elevate Wealth Advisory
Georgia
$650K -$81 -1 -0%
Elyxium Wealth
1561
Elyxium Wealth
California
$650K +$4.3K +53 +0.7%
Oxford Financial Group
1562
Oxford Financial Group
Indiana
$646K +$79.8K +984 +15%
Sky Investment Group
1563
Sky Investment Group
Connecticut
$645K – – –
Summit Asset Management
1564
Summit Asset Management
Tennessee
$645K – – –
FourThought Financial Partners
1565
FourThought Financial Partners
Florida
$645K +$31.8K +392 +5%
DMBA
1566
Deseret Mutual Benefit Administrators
Utah
$645K -$108K -1,328 -15%
OWM
1567
OneAscent Wealth Management
Alabama
$645K +$2.92K +36 +0.5%
WPP
1568
Whalerock Point Partners
Rhode Island
$645K +$114K +1,410 +22%
Cadence Bank
1569
Cadence Bank
Mississippi
$645K +$6.16K +76 +1%
Tributary Capital Management
1570
Tributary Capital Management
Nebraska
$645K -$34.9K -430 -5%
DA
1571
Doliver Advisors
Texas
$643K – – –
SIAG
1572
Safeguard Investment Advisory Group
California
$641K +$6.08K +75 +1%
ZEGA Investments
1573
ZEGA Investments
Florida
$640K +$568 +7 +0.1%
Claro Advisors
1574
Claro Advisors
Massachusetts
$639K -$61.1K -754 -9%
WTFG
1575
Wood Tarver Financial Group
Idaho
$639K +$81 +1 +0%