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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1726
Baldwin Wealth Partners
Massachusetts
$489K -$150K -2,078 -25%
KCFA
1727
Key Client Fiduciary Advisors
New Jersey
$488K -$2.52K -35 -0.6%
CSPIA
1728
Cary Street Partners Investment Advisory
Virginia
$488K +$64.8K +899 +17%
WC
1729
Westhampton Capital
North Carolina
$488K
HWM
1730
Hohimer Wealth Management
Washington
$486K +$72 +1 +0%
SFO
1731
Stokes Family Office
Louisiana
$486K -$2.02K -28 -0.5%
WPWM
1732
Western Pacific Wealth Management
Illinois
$485K -$41.5K -576 -9%
SMWM
1733
Silvia McColl Wealth Management
California
$485K +$72 +1 +0%
FNBOH
1734
First National Bank of Hutchinson
Kansas
$483K
CT
1735
Colonial Trust
South Carolina
$483K +$1.15K +16 +0.3%
BMWS
1736
Brady Martz Wealth Solutions
North Dakota
$482K +$92.1K +1,278 +27%
AAS
1737
Annex Advisory Services
Wisconsin
$481K
CAM
1738
Campion Asset Management
Virginia
$480K -$29.4K -408 -6%
WA
1739
WealthTrust Axiom
Pennsylvania
$480K +$72.1K +1,000 +20%
AFG
1740
Allegheny Financial Group
Pennsylvania
$479K +$2.31K +32 +0.5%
SFS
1741
Stiles Financial Services
Minnesota
$478K +$2.31K +32 +0.5%
FA
1742
Fountainhead AM
New Jersey
$478K +$130K +1,801 +43%
FCFC
1743
First Citizens Financial Corp
Iowa
$477K -$17.8K -247 -4%
SWM
1744
Silverlake Wealth Management
Vermont
$476K -$5.7K -79 -1%
NRC
1745
New Republic Capital
North Carolina
$476K +$25K +347 +6%
LWL
1746
Leo Wealth LLC
Texas
$476K +$82.8K +1,149 +24%
SWM
1747
Stockman Wealth Management
Montana
$475K +$129K +1,788 +43%
TAM
1748
Titleist Asset Management
Texas
$474K -$21K -291 -5%
FIM
1749
Fruth Investment Management
Texas
$474K
PTB
1750
Pioneer Trust Bank
Oregon
$473K