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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PGIM Custom Harvest
1626
PGIM Custom Harvest
New Jersey
$211K +$191K +5,403 New
SAMT
1627
Select Asset Management & Trust
Pennsylvania
$211K +$192K +5,411 New
BFO
1628
Boston Family Office
Massachusetts
$211K +$192K +5,417 New
FHC
1629
First Horizon Corporation
Tennessee
$210K – – –
ACM
1630
AlphaStar Capital Management
North Carolina
$210K +$190K +5,368 New
ET
1631
Equitable Trust
Tennessee
$210K +$190K +5,368 New
RCG
1632
Rock Creek Group
District of Columbia
$209K -$125K -3,523 -40%
Bailard
1633
Bailard
California
$208K +$188K +5,316 New
BFPW
1634
BOK Financial Private Wealth
Colorado
$208K +$189K +5,328 New
CC
1635
Constitution Capital
Connecticut
$207K +$188K +5,300 New
CG
1636
CFO4Life Group
Texas
$206K +$187K +5,269 New
RIM
1637
Rockbridge Investment Management
New York
$205K +$2.16K +61 +1%
PCP
1638
Proficio Capital Partners
Massachusetts
$205K +$186K +5,242 New
TCM
1639
Traynor Capital Management
Pennsylvania
$204K -$111K -3,132 -37%
CT
1640
Coastline Trust
Rhode Island
$204K +$185K +5,221 New
GSBTD
1641
Glenview State Bank Trust Department
Illinois
$203K +$184K +5,210 New
NQWM
1642
Northwest Quadrant Wealth Management
Oregon
$202K +$183K +5,164 New
FM
1643
Family Management
New York
$202K +$183K +5,173 New
NDSI
1644
Newman Dignan & Sheerar Inc
Rhode Island
$201K +$182K +5,140 New
CFO
1645
CVA Family Office
Colorado
$200K +$110K +3,116 +156%
Vontobel Asset Management
1646
Vontobel Asset Management
New York
$200K +$185K +5,215 New
SFO
1647
Standard Family Office
South Dakota
$196K -$49.6K -1,400 -22%
CCG
1648
Ceeto Capital Group
Florida
$195K – – –
LB
1649
Legacy Bridge
Iowa
$188K – – –
WOC
1650
West Oak Capital
California
$188K +$143K +4,050 +540%