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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
DAM
1576
Deltec Asset Management
New York
$237K +$215K +6,060 New
FA
1577
Faithward Advisors
Pennsylvania
$237K +$215K +6,067 New
GC
1578
Gratus Capital
Georgia
$236K -$28.3K -800 -12%
CBFP
1579
Cedar Brook Financial Partners
Ohio
$236K +$214K +6,038 New
JFA
1580
Johanson Financial Advisors
California
$232K +$196K +5,526 New
UWPG
1581
Ullmann Wealth Partners Group
Florida
$232K +$210K +5,934 New
PT
1582
Plimoth Trust
Massachusetts
$232K +$210K +5,941 New
DA
1583
Detalus Advisors
Missouri
$232K +$211K +5,950 New
AIM
1584
Acropolis Investment Management
Missouri
$231K -$156K -4,417 -43%
AUB
1585
Atlantic Union Bankshares
Virginia
$231K +$209K +5,903 New
II
1586
Ibex Investors
Colorado
$231K +$209K +5,916 New
SFG
1587
Summit Financial Group
West Virginia
$230K -$62.3K -1,760 -23%
TA
1588
Tectonic Advisors
Texas
$230K -$41.3K -1,167 -17%
IWP
1589
Icon Wealth Partners
Texas
$230K +$208K +5,884 New
GCIA
1590
Gabelli & Co Investment Advisers
New York
$230K +$209K +5,890 New
BHWM
1591
Bar Harbor Wealth Management
New Hampshire
$228K -$86.3K -2,439 -30%
WG
1592
Welch Group
Alabama
$228K +$206K +5,833 New
HPC
1593
Hobart Private Capital
North Carolina
$228K +$206K +5,832 New
VBFP
1594
Valtinson Bruner Financial Planning
Minnesota
$227K +$190K +5,363 New
OPA
1595
Old Port Advisors
Maine
$227K +$206K +5,807 New
BCI
1596
Brinker Capital Investments
Pennsylvania
$224K +$203K +5,735 New
PFGIA
1597
Patriot Financial Group Insurance Agency
Massachusetts
$223K +$52.9K +1,494 +36%
NFC
1598
Northeast Financial Consultants
Connecticut
$223K +$202K +5,701 New
ICM
1599
Infini Capital Management
Hong Kong
$222K +$198K +5,600 New
IMF
1600
Infini Master Fund
Hong Kong
$222K +$198K +5,600 New