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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MSWM
1751
McGlone Suttner Wealth Management
Wisconsin
$287K -$45.8K -809 -14%
PCG
1752
Prosperity Consulting Group
Maryland
$287K +$5.03K +89 +2%
BHIA
1753
Birch Hill Investment Advisors
Massachusetts
$287K
APG
1754
Abacus Planning Group
South Carolina
$287K +$36.2K +640 +14%
MAG
1755
Mokosak Advisory Group
Iowa
$286K +$1.7K +30 +0.6%
AF
1756
Aviso Financial
Ontario, Canada
$286K -$16.3K -289 -5%
WIM
1757
Warwick Investment Management
Texas
$286K +$61K +1,078 +27%
Bank Julius Baer & Co
1758
Bank Julius Baer & Co
Switzerland
$285K +$241K +4,253 New
CD
1759
Chapin Davis
Maryland
$285K -$5.26K -93 -2%
MRCM
1760
M&R Capital Management
New Jersey
$283K +$59K +1,044 +26%
AWM
1761
Ameliora Wealth Management
Switzerland
$282K
HC
1762
Hourglass Capital
Texas
$282K
MJP
1763
Michael J. Puzo
$282K
RL
1764
Ruffer LLP
United Kingdom
$282K -$735K -13,000 -72%
QFA
1765
Quantum Financial Advisors
California
$282K
CWM
1766
CarsonAllaria Wealth Management
Illinois
$282K -$18.8K -333 -6%
CCB
1767
Cutter & Co Brokerage
Missouri
$281K +$6.45K +114 +2%
WH
1768
Willner & Heller
California
$281K +$1.92K +34 +0.7%
GA
1769
GFS Advisors
Texas
$280K +$257K +4,548 +1,137%
FCAS
1770
First Command Advisory Services
Texas
$280K +$15.8K +280 +6%
HR
1771
Howe & Rusling
New York
$280K -$4.24K -75 -1%
BIP
1772
Blueprint Investment Partners
North Carolina
$280K -$258K -4,570 -48%
FAB
1773
First American Bank
Illinois
$280K +$39.4K +696 +16%
FCMT
1774
Founders Capital Management (Texas)
Texas
$279K
WAM
1775
Walker Asset Management
Missouri
$279K +$1.7K +30 +0.6%