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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PAMG
1851
Patton Albertson Miller Group
Tennessee
$476K -$321 -4 -0.1%
CCA
1852
Coign Capital Advisors
Utah
$476K +$462K +5,754 New
FHA
1853
Flagship Harbor Advisors
Massachusetts
$475K +$186K +2,317 +67%
GCM
1854
G2 Capital Management
Ohio
$474K
SIC
1855
Samalin Investment Counsel
New York
$473K +$67.7K +843 +17%
SWA
1856
SFMG Wealth Advisors
Texas
$471K +$135K +1,683 +42%
SIAG
1857
Safeguard Investment Advisory Group
California
$471K +$70.4K +876 +18%
BFS
1858
BridgePort Financial Solutions
Iowa
$468K +$22.9K +285 +5%
SWA
1859
Sax Wealth Advisors
New Jersey
$467K +$33.5K +417 +8%
HKIM
1860
Hayek Kallen Investment Management
Alabama
$467K +$2.41K +30 +0.5%
TW
1861
Traveka Wealth
California
$467K +$8.2K +102 +2%
TIM
1862
Thompson Investment Management
Wisconsin
$467K +$3.13K +39 +0.7%
RIA
1863
Regal Investment Advisors
Michigan
$466K +$8.76K +109 +2%
TIAA Trust, National Association
1864
TIAA Trust, National Association
North Carolina
$466K -$1.22M -15,146 -73%
BI
1865
Bradyco Inc
Massachusetts
$465K
VAG
1866
VisionPoint Advisory Group
Texas
$462K +$40.4K +503 +10%
GPW
1867
Genesis Private Wealth
Virginia
$460K -$2.17K -27 -0.5%
WCM
1868
Wedge Capital Management
North Carolina
$459K -$51.3K -638 -10%
GKWIM
1869
Gerber Kawasaki Wealth & Investment Management
California
$459K +$23K +286 +5%
CWP
1870
Curated Wealth Partners
California
$458K +$223K +2,775 +100%
LHP
1871
Lexington Hill Partners
Texas
$458K -$33.1K -412 -7%
XWM
1872
Xcel Wealth Management
Florida
$457K -$1.41M -17,569 -76%
PWP
1873
Pursue Wealth Partners
California
$457K
CIP
1874
Convergence Investment Partners
Florida
$456K -$3.25M -40,469 -88%
HP
1875
Hikari Power
Japan
$455K -$121K -1,500 -21%