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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
RCG
1851
Rock Creek Group
District of Columbia
$144K +$2.02K +41 +1%
TAM
1852
Tucker Asset Management
Colorado
$144K +$20.2K +411 +16%
BDWM
1853
Brewin Dolphin Wealth Management
Ireland
$143K -$14.8K -300 -9%
OIA
1854
Optimum Investment Advisors
Illinois
$143K – – –
FAG
1855
Fortitude Advisory Group
Washington
$143K +$146K +2,969 New
AWA
1856
Amplius Wealth Advisors
Pennsylvania
$142K +$147K +2,978 New
SWM
1857
Sugarloaf Wealth Management
Georgia
$141K -$14.9K -303 -9%
FF
1858
FourThought Financial
Florida
$138K -$12.2K -248 -8%
CYG
1859
Clean Yield Group
Vermont
$137K – – –
CCA
1860
Column Capital Advisors
Indiana
$135K +$4.28K +87 +3%
CAL
1861
Capital Analysts LLC
Pennsylvania
$133K +$443 +9 +0.3%
CIR
1862
Clear Investment Research
Georgia
$131K – – –
HC
1863
Hoese & Co
Minnesota
$131K +$7.98K +162 +6%
SQA
1864
Simon Quick Advisors
New Jersey
$130K -$824K -16,732 -86%
MHR
1865
Matthew Hamilton Rosenberg
$126K -$60.2K -1,222 -32%
CB
1866
CNB Bank
Pennsylvania
$126K -$738 -15 -0.6%
JEST
1867
JTC Employer Solutions Trustee
Jersey
$125K – – –
CFCI
1868
Comprehensive Financial Consultants Institutional
Indiana
$124K +$113K +2,305 New
APW
1869
Acima Private Wealth
Virginia
$123K – – –
1IA
1870
1834 Investment Advisors
Wisconsin
$120K – – –
WAS
1871
Winch Advisory Services
Wisconsin
$120K +$492 +10 +0.4%
BHWM
1872
Beaird Harris Wealth Management
Texas
$120K +$123K +2,491 New
AP
1873
Arlington Partners
Alabama
$119K -$26.1K -530 -18%
FCT
1874
First Community Trust
Iowa
$118K +$121K +2,463 New
ITFISA
1875
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$118K +$689 +14 +0.6%