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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AI
1601
Atom Investors
Texas
$736K +$64.9K +748 +10%
MA
1602
MONECO Advisors
Connecticut
$732K +$58.4K +673 +9%
AF
1603
Atala Financial
California
$732K – – –
ET
1604
Equitable Trust
Tennessee
$731K – – –
CCWM
1605
Cassaday & Co Wealth Management
Virginia
$730K -$4.17K -48 -0.6%
VCAM
1606
Van Cleef Asset Management
Ohio
$729K +$87 +1 +0%
CA
1607
Claro Advisors
Massachusetts
$728K +$15.9K +183 +2%
FWTB
1608
First Western Trust Bank
Colorado
$728K +$259K +2,982 +62%
SWM
1609
SilverOak Wealth Management
Minnesota
$727K +$2.17K +25 +0.3%
APG
1610
Abacus Planning Group
South Carolina
$726K +$133K +1,534 +25%
EWA
1611
Elevate Wealth Advisory
Georgia
$725K +$1.91K +22 +0.3%
ZI
1612
ZEGA Investments
Florida
$724K +$12.1K +139 +2%
CA
1613
Cornerstone Advisory
Maryland
$724K +$14.2K +164 +2%
PCMN
1614
Paradigm Capital Management (Nevada)
Nevada
$723K +$372K +4,289 +124%
SAM
1615
Summit Asset Management
Tennessee
$723K +$5.21K +60 +0.8%
WTFG
1616
Wood Tarver Financial Group
Idaho
$722K +$10.4K +120 +2%
CSPIA
1617
Cary Street Partners Investment Advisory
Virginia
$722K +$86.6K +998 +15%
5NPW
1618
55 North Private Wealth
Florida
$722K +$672K +7,745 New
AA
1619
Auxano Advisors
Washington
$721K -$26.6K -306 -4%
MAA
1620
Mraz Amerine & Associates
California
$721K -$18.3K -211 -3%
SPC
1621
Spirepoint Private Client
Florida
$721K +$52.6K +606 +9%
FWI
1622
Facet Wealth Inc
Maryland
$719K +$343K +3,954 +94%
PWM
1623
Pines Wealth Management
North Carolina
$719K -$18K -207 -3%
IFWM
1624
Institute for Wealth Management
Colorado
$718K -$11.4K -131 -2%
EW
1625
Elyxium Wealth
California
$716K -$5.56K -64 -0.8%
63 64
65
66 67