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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1901
Apexium Financial
Texas
$371K +$48.2K +668 +17%
SIC
1902
Samalin Investment Counsel
New York
$371K -$16.4K -227 -5%
FWTB
1903
First Western Trust Bank
Colorado
$370K -$1.37K -19 -0.4%
VDI
1904
Vaughan David Investments
Illinois
$370K +$17.6K +244 +6%
RWP
1905
Revolve Wealth Partners
New Jersey
$370K -$9.66K -134 -3%
BFA
1906
Beacon Financial Advisory
Ohio
$368K +$69.3K +961 +26%
CBT
1907
CoreFirst Bank & Trust
Kansas
$367K -$24.5K -340 -7%
SWGC
1908
Summit Wealth Group (Colorado)
Colorado
$367K +$330K +4,579 New
NGA
1909
Naples Global Advisors
Florida
$366K +$329K +4,564 New
PSC
1910
Prentiss Smith & Co
Vermont
$365K
WAAG
1911
Wealth Alliance Advisory Group
Kansas
$365K
TBWA
1912
Three Bridge Wealth Advisors
California
$364K +$327K +4,538 New
IIA
1913
Integral Investment Advisors
California
$364K
TVM
1914
True Vision MN
Minnesota
$363K +$9.95K +138 +3%
NBWM
1915
North Berkeley Wealth Management
California
$361K -$158K -2,186 -33%
NED
1916
Nancy E. Dempze
$361K -$14.4K -200 -4%
SAM
1917
Strategy Asset Managers
California
$360K +$324K +4,498 New
CWM
1918
Concentrum Wealth Management
California
$360K -$4.69K -65 -1%
MA
1919
MKT Advisors
California
$360K -$21.9K -304 -6%
GKIM
1920
GW&K Investment Management
Massachusetts
$360K +$40.4K +561 +14%
Optiver Holding
1921
Optiver Holding
Netherlands
$360K -$11M -151,880 -97%
PWG
1922
Private Wealth Group
Florida
$360K +$23.1K +320 +8%
BHWM
1923
Bar Harbor Wealth Management
New Hampshire
$359K
WPW
1924
Waldron Private Wealth
Pennsylvania
$358K -$14.6K -202 -4%
JWWM
1925
Johnson & White Wealth Management
Pennsylvania
$358K +$1.73K +24 +0.5%