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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1576
DKM Wealth Management
California
$638K +$1.78K +22 +0.3%
Patten & Patten
1577
Patten & Patten
Tennessee
$638K +$40.5K +499 +7%
Cornerstone Advisory
1578
Cornerstone Advisory
Maryland
$637K +$12.7K +157 +2%
WCM
1579
Winthrop Capital Management
Indiana
$636K -$101K -1,251 -14%
BW
1580
Basepoint Wealth
Iowa
$635K -$44K -542 -7%
TCTC Holdings
1581
TCTC Holdings
Texas
$635K -$9.6K -119 -2%
Sawgrass Asset Management
1582
Sawgrass Asset Management
Florida
$635K +$51.1K +630 +9%
FB
1583
First Bancorp
Maine
$634K -$21.9K -270 -3%
MFG
1584
Mosaic Financial Group
Illinois
$634K +$1.14K +14 +0.2%
BWM
1585
BigSur Wealth Management
Florida
$633K – – –
Gallagher Fiduciary Advisors
1586
Gallagher Fiduciary Advisors
Illinois
$633K -$413K -5,088 -40%
Bouchey Financial Group
1587
Bouchey Financial Group
New York
$631K +$8.19K +101 +1%
CC
1588
Copperleaf Capital
North Carolina
$631K +$18.7K +230 +3%
HI
1589
Humankind Investments
New York
$629K +$17.9K +221 +3%
Triasima Portfolio Management
1590
Triasima Portfolio Management
Quebec, Canada
$627K +$607K +7,480 New
TCM
1591
Triumph Capital Management
Colorado
$626K – – –
Parr McKnight Wealth Management Group
1592
Parr McKnight Wealth Management Group
Minnesota
$625K – – –
WCM
1593
Weaver Capital Management
Georgia
$624K +$604K +7,443 New
WCG
1594
Weaver Consulting Group
California
$624K +$9.6K +119 +2%
Victory Financial Group
1595
Victory Financial Group
Texas
$624K +$301K +3,706 +99%
BAS
1596
Brueske Advisory Services
Washington
$623K +$7.95K +98 +1%
BMWM
1597
Brown Miller Wealth Management
Virginia
$622K +$248K +3,060 +70%
CMAI
1598
Capital Management Associates Inc
Minnesota
$622K +$102K +1,255 +20%
BLC
1599
Brown, Lisle/Cummings
Rhode Island
$622K – – –
Verum Partners
1600
Verum Partners
North Carolina
$621K +$11.6K +143 +2%