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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
Legacy Financial Group (Iowa)
1576
Legacy Financial Group (Iowa)
Iowa
$765K -$16.8K -193 -2%
KCAM
1577
Kagan Cocozza Asset Management
New Jersey
$765K -$6.25K -72 -0.9%
RLH
1578
RD Lewis Holdings
Florida
$762K +$162K +1,862 +29%
CBA
1579
Coastal Bridge Advisors
Connecticut
$760K -$260 -3 -0%
WC
1580
Whitney & Co
New York
$759K +$707K +8,140 New
TCBWMS
1581
Texas Capital Bank Wealth Management Services
Texas
$759K +$311K +3,580 +79%
PPG
1582
Peak Planning Group
Colorado
$757K +$199K +2,297 +39%
RWM
1583
RKL Wealth Management
Pennsylvania
$757K +$12.8K +148 +2%
FA
1584
Fermata Advisors
California
$757K +$74.1K +854 +12%
KLCM
1585
KG&L Capital Management
Louisiana
$756K +$43.6K +502 +5%
HR
1586
Hardy Reed
Mississippi
$756K +$210K +2,417 +42%
AWAU
1587
Alliance Wealth Advisors (Utah)
Utah
$755K -$143K -1,652 -17%
IWA
1588
Icon Wealth Advisors
Texas
$754K +$6.68K +77 +1%
SAM
1589
Secure Asset Management
Michigan
$751K +$56.7K +653 +9%
OWIM
1590
Old West Investment Management
California
$749K
WMA
1591
West Michigan Advisors
Michigan
$749K -$15.6K -180 -2%
PAW
1592
Plan A Wealth
Nebraska
$747K -$18.8K -217 -3%
PI
1593
Parkside Investments
Illinois
$746K -$174K -2,000 -20%
IC
1594
Inscription Capital
Texas
$744K +$199K +2,291 +40%
AO
1595
Advisor OS
Illinois
$743K -$23.3K -268 -3%
BIG
1596
Brookwood Investment Group
Arizona
$743K +$692K +7,973 New
CIM
1597
Contravisory Investment Management
Massachusetts
$743K +$676K +7,785 +4,185%
GRQ
1598
Gardner Russo & Quinn
Pennsylvania
$742K -$190K -2,185 -22%
GIPW
1599
Granite Islands Private Wealth
Connecticut
$742K +$695K +8,004 New
HIG
1600
Heritage Investment Group
Florida
$737K +$68.5K +789 +11%