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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CFO
1676
CVA Family Office
Colorado
$614K -$5.71K -71 -0.9%
CWM
1677
Connecticut Wealth Management
Connecticut
$612K +$80 +1 +0%
ZBNA
1678
Zions Bancorporation, National Association
Utah
$612K -$72.3K -900 -11%
HIG
1679
Heritage Investment Group
Florida
$611K -$19.4K -242 -3%
AF
1680
Atala Financial
California
$611K – – –
BWM
1681
BlackDiamond Wealth Management
New York
$610K +$26K +323 +5%
TCM
1682
Tradewinds Capital Management
Washington
$608K – – –
BOC
1683
Bull Oak Capital
California
$608K -$4.02K -50 -0.7%
Vanguard National Trust
1684
Vanguard National Trust
Pennsylvania
$608K +$28.2K +351 +5%
HR
1685
Howe & Rusling
New York
$607K +$7.23K +90 +1%
EGA
1686
E&G Advisors
Texas
$606K -$1.61K -20 -0.3%
PCI
1687
Pacifica Capital Investments
Texas
$606K – – –
AAS
1688
Annex Advisory Services
Wisconsin
$606K -$44.5K -554 -7%
LRPA
1689
L. Roy Papp & Associates
Arizona
$604K – – –
IA
1690
Inspire Advisors
Idaho
$603K +$40.9K +509 +8%
DWM
1691
DKM Wealth Management
California
$603K -$30.2K -376 -5%
VP
1692
Verum Partners
North Carolina
$602K -$5.06K -63 -0.9%
PMWMG
1693
Parr McKnight Wealth Management Group
Minnesota
$600K -$8.04K -100 -1%
CCP
1694
Cane Capital Partners
Louisiana
$600K -$632K -7,860 -52%
RDWM
1695
Red Door Wealth Management
Tennessee
$600K +$13.1K +163 +2%
RS
1696
R Squared
Hong Kong
$597K +$581K +7,230 New
WFA
1697
Wellspring Financial Advisors
Ohio
$597K -$100K -1,246 -15%
MCM
1698
Mengis Capital Management
Oregon
$597K +$321 +4 +0.1%
AFT
1699
Alpha Family Trust
California
$597K – – –
SIG
1700
Sky Investment Group
Connecticut
$593K +$8.04K +100 +1%