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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
JFA
1601
JNBA Financial Advisors
Minnesota
$687K – – –
SW
1602
SVB Wealth
Massachusetts
$687K -$36.1K -449 -5%
SPC
1603
Spirepoint Private Client
Florida
$687K -$22.9K -285 -3%
WTFG
1604
Wood Tarver Financial Group
Idaho
$686K +$26.7K +332 +4%
BPW
1605
Bingham Private Wealth
California
$686K -$17.1K -213 -3%
BA
1606
Bridgewater Advisors
New York
$685K +$48.2K +600 +8%
VWM
1607
Vermillion Wealth Management
Minnesota
$685K -$18.7K -233 -3%
KCFA
1608
Key Client Fiduciary Advisors
New Jersey
$682K +$153K +1,910 +30%
CIC
1609
Cutler Investment Counsel
Oregon
$681K -$14.1K -176 -2%
AP
1610
Advisortrust Partners
North Carolina
$680K -$26.4K -328 -4%
ET
1611
Equitable Trust
Tennessee
$678K +$37.9K +472 +6%
EL
1612
EWA LLC
Pennsylvania
$676K +$153K +1,904 +30%
SWA
1613
Stratos Wealth Advisors
Ohio
$675K +$109K +1,355 +20%
SAM
1614
Secure Asset Management
Michigan
$674K -$84.3K -1,049 -11%
SWM
1615
SilverOak Wealth Management
Minnesota
$673K +$45.2K +563 +7%
FFP
1616
FourThought Financial Partners
Florida
$672K +$19.4K +241 +3%
BFC
1617
Bedel Financial Consulting
Indiana
$672K -$27.1K -337 -4%
CWA
1618
Crusonia Wealth Advisors
Colorado
$672K +$62K +771 +10%
5NPW
1619
55 North Private Wealth
Florida
$671K +$87.6K +1,090 +15%
CG
1620
CFO4Life Group
Texas
$670K +$3.13K +39 +0.5%
KAS
1621
KPP Advisory Services
Kentucky
$669K -$157K -1,959 -19%
SL
1622
Sentinus LLC
Illinois
$669K +$157K +1,949 +32%
TFIPS
1623
Towarzystwo Funduszy Inwestycyjnych PZU SA
$669K +$41.1K +512 +7%
FMB
1624
Field & Main Bank
Kentucky
$669K -$62.4K -777 -9%
MG
1625
Marex Group
$668K -$298K -3,713 -31%