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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TCM
1601
Tradewinds Capital Management
Washington
$589K -$27.6K -383 -5%
NP
1602
Nilsine Partners
Colorado
$588K -$44.7K -620 -8%
PCI
1603
Pacifica Capital Investments
Texas
$588K
BAS
1604
Brueske Advisory Services
Washington
$588K +$2.67K +37 +0.5%
WCG
1605
Weaver Consulting Group
California
$587K +$3.97K +55 +0.8%
PWA
1606
Physician Wealth Advisors
Utah
$585K +$13.8K +192 +3%
FFP
1607
FourThought Financial Partners
Florida
$585K +$161K +2,228 +44%
CC
1608
Copperleaf Capital
North Carolina
$584K +$236K +3,271 +81%
HI
1609
Humankind Investments
New York
$584K -$80K -1,109 -13%
LA
1610
Lakeside Advisors
Washington
$583K
VP
1611
Verum Partners
North Carolina
$582K +$9.23K +128 +2%
FA
1612
Fermata Advisors
California
$582K -$396K -5,488 -43%
SMA
1613
Seven Mile Advisory
New Jersey
$582K +$17.6K +244 +3%
MCC
1614
Money Concepts Capital
Florida
$582K -$7.86K -109 -1%
DC
1615
Defender Capital
North Carolina
$581K
RDWM
1616
Red Door Wealth Management
Tennessee
$580K +$15.6K +216 +3%
CWM
1617
Connecticut Wealth Management
Connecticut
$579K -$16.3K -226 -3%
WDL
1618
Well Done LLC
Michigan
$579K -$7.28K -101 -1%
AFT
1619
Alpha Family Trust
California
$578K
LA
1620
LVW Advisors
New York
$578K +$33.2K +461 +7%
OAM
1621
Occidental Asset Management
California
$575K -$9.01K -125 -2%
BOSSRA
1622
B.O.S.S. Retirement Advisors
Utah
$575K +$70.5K +978 +16%
MA
1623
MCF Advisors
Kentucky
$574K -$18K -250 -3%
SFB
1624
STAR Financial Bank
Indiana
$573K -$23.6K -328 -4%
MAG
1625
MRA Advisory Group
New Jersey
$572K +$252K +3,493 +96%