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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TW
1776
Traveka Wealth
California
$478K +$2.68K +33 +0.6%
NPA
1777
Nichols & Pratt Advisers
Massachusetts
$478K – – –
SNBOSD
1778
Security National Bank of So Dak
Iowa
$478K – – –
HR
1779
Hardy Reed
Mississippi
$477K +$14.2K +175 +3%
IC
1780
Inscription Capital
Texas
$477K +$33K +407 +8%
AFG
1781
Allegheny Financial Group
Pennsylvania
$476K -$24.5K -302 -5%
UF
1782
Univest Financial
Pennsylvania
$476K – – –
LOAMU
1783
Lombard Odier Asset Management (USA)
New York
$474K +$203K +2,504 +79%
TIM
1784
Thompson Investment Management
Wisconsin
$473K -$83.5K -1,030 -15%
Capital Group Private Client Services
1785
Capital Group Private Client Services
California
$472K -$1.03M -12,660 -69%
AW
1786
Avion Wealth
Texas
$472K -$549K -6,769 -55%
BI
1787
Bradyco Inc
Massachusetts
$472K – – –
RFP
1788
Root Financial Partners
California
$472K +$98.4K +1,214 +28%
PWA
1789
Physician Wealth Advisors
Utah
$471K -$137K -1,685 -23%
CCM
1790
Charter Capital Management
Wisconsin
$471K +$11.9K +147 +3%
IA
1791
Inspire Advisors
Idaho
$470K +$243 +3 +0.1%
SWM
1792
Steinberganna Wealth Management
New York
$467K +$452K +5,570 New
Wedge Capital Management
1793
Wedge Capital Management
North Carolina
$467K -$38.2M -471,319 -99%
PAI
1794
Pittenger & Anderson Inc
Nebraska
$466K +$367K +4,522 +437%
First Command Advisory Services
1795
First Command Advisory Services
Texas
$465K -$1.95K -24 -0.4%
PWP
1796
Pursue Wealth Partners
California
$464K – – –
FA
1797
Fountainhead AM
New Jersey
$463K -$35K -432 -7%
SSG
1798
Summit Securities Group
New York
$463K +$270K +3,332 +152%
GPW
1799
Genesis Private Wealth
Virginia
$462K +$64.9K +800 +17%
AIA
1800
Arbor Investment Advisors
North Carolina
$462K +$447K +5,507 New