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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PP
1576
Patten & Patten
Tennessee
$638K +$40.5K +499 +7%
CA
1577
Cornerstone Advisory
Maryland
$637K +$12.7K +157 +2%
WCM
1578
Winthrop Capital Management
Indiana
$636K -$101K -1,251 -14%
BW
1579
Basepoint Wealth
Iowa
$635K -$44K -542 -7%
TH
1580
TCTC Holdings
Texas
$635K -$9.65K -119 -2%
SAM
1581
Sawgrass Asset Management
Florida
$635K +$51.1K +630 +9%
FB
1582
First Bancorp
Maine
$634K -$21.9K -270 -3%
MFG
1583
Mosaic Financial Group
Illinois
$634K +$1.14K +14 +0.2%
BWM
1584
BigSur Wealth Management
Florida
$633K
GFA
1585
Gallagher Fiduciary Advisors
Illinois
$633K -$413K -5,088 -40%
BFG
1586
Bouchey Financial Group
New York
$631K +$8.19K +101 +1%
CC
1587
Copperleaf Capital
North Carolina
$631K +$18.7K +230 +3%
HI
1588
Humankind Investments
New York
$629K +$17.9K +221 +3%
TPM
1589
Triasima Portfolio Management
Quebec, Canada
$627K +$607K +7,480 New
TCM
1590
Triumph Capital Management
Colorado
$626K
PMWMG
1591
Parr McKnight Wealth Management Group
Minnesota
$625K
WCM
1592
Weaver Capital Management
Georgia
$624K +$604K +7,443 New
WCG
1593
Weaver Consulting Group
California
$624K +$9.65K +119 +2%
VFG
1594
Victory Financial Group
Texas
$624K +$301K +3,706 +99%
BAS
1595
Brueske Advisory Services
Washington
$623K +$7.95K +98 +1%
BMWM
1596
Brown Miller Wealth Management
Virginia
$622K +$248K +3,060 +70%
CMAI
1597
Capital Management Associates Inc
Minnesota
$622K +$102K +1,255 +20%
BLC
1598
Brown, Lisle/Cummings
Rhode Island
$622K
VP
1599
Verum Partners
North Carolina
$621K +$11.6K +143 +2%
ST
1600
Spinnaker Trust
Maine
$621K