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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
NHT
1626
New Hampshire Trust
New Hampshire
$507K -$3K -40 -0.6%
RDWM
1627
Red Door Wealth Management
Tennessee
$504K +$122K +1,623 +30%
SMA
1628
Seven Mile Advisory
New Jersey
$504K +$28.8K +383 +6%
SFG
1629
SNS Financial Group
Minnesota
$503K +$3.23K +43 +0.6%
WF
1630
Wayfinding Financial
Washington
$503K +$19.9K +265 +4%
KA
1631
Kearns & Associates
California
$503K
BTWM
1632
Baker Tilly Wealth Management
Wisconsin
$502K -$22.1K -295 -4%
CB
1633
Cadence Bank
Mississippi
$501K -$2.1K -28 -0.4%
BWM
1634
Baron Wealth Management
Michigan
$501K +$161K +2,145 +44%
FPCP
1635
Fort Point Capital Partners
California
$500K -$47.6K -634 -8%
1CP
1636
17 Capital Partners
Arizona
$496K +$74.1K +987 +17%
HWA
1637
HHM Wealth Advisors
Tennessee
$495K +$75 +1 +0%
BPW
1638
Bingham Private Wealth
California
$494K +$31.4K +418 +6%
HBT
1639
Heartland Bank & Trust
Illinois
$494K -$662K -8,818 -56%
MIC
1640
Means Investment Company
Maine
$494K +$1.35K +18 +0.3%
BA
1641
Bridgewater Advisors
New York
$493K +$521K +6,934 New
PSB
1642
Piscataqua Savings Bank
New Hampshire
$493K +$300 +4 +0.1%
SIM
1643
SSI Investment Management
California
$493K -$225 -3 -0%
PFW
1644
Petros Family Wealth
Minnesota
$492K +$22.1K +295 +4%
IB
1645
Intrust Bank
Kansas
$491K -$79.9K -1,064 -13%
APW
1646
Austin Private Wealth
Texas
$491K +$42.3K +563 +9%
PA
1647
Procyon Advisors
Connecticut
$490K +$13.8K +184 +3%
DLA
1648
Douglas Lane & Associates
New York
$490K -$286K -3,809 -36%
AA
1649
ALPS Advisors
Colorado
$490K -$422K -5,617 -45%
TC
1650
TFR Capital
Texas
$489K +$283K +3,767 +124%