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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
Marex Group
2101
Marex Group
$378K +$53.7K +618 +18%
SIM
2102
SSI Investment Management
California
$378K – – –
DWS
2103
Discipline Wealth Solutions
South Carolina
$377K +$351K +4,048 New
AIM
2104
Avity Investment Management
Connecticut
$377K +$16.5K +190 +5%
JWM
2105
JGP Wealth Management
Oregon
$377K – – –
PSP
2106
Principal Street Partners
Tennessee
$376K +$16.2K +187 +5%
WAM
2107
Weinberger Asset Management
California
$376K -$31.7K -365 -8%
NLP
2108
Next Level Private
New York
$376K +$84K +968 +32%
CBT
2109
CoreFirst Bank & Trust
Kansas
$376K -$38.1K -439 -10%
MAMU
2110
Myriad Asset Management US
Florida
$376K -$900K -10,368 -72%
BHWM
2111
Bar Harbor Wealth Management
New Hampshire
$376K -$39.1K -450 -10%
PCA
2112
Peddock Capital Advisors
Massachusetts
$375K – – –
JHP
2113
James Hambro & Partners
United Kingdom
$375K – – –
MFF
2114
Michels Family Financial
Texas
$374K +$101K +1,158 +41%
LC
2115
Lawood & Co
Pennsylvania
$373K +$348K +4,007 New
BFW
2116
Brady Family Wealth
Missouri
$373K +$348K +4,003 New
EP
2117
EPIQ Partners
Minnesota
$373K – – –
UBV
2118
United Bank (Virginia)
Virginia
$373K – – –
BI
2119
Bramshill Investments
Florida
$373K +$347K +4,000 New
Simon Quick Advisors
2120
Simon Quick Advisors
New Jersey
$373K +$347K +3,997 New
MA
2121
MJP Associates
Connecticut
$371K +$28.4K +327 +9%
SL
2122
StoryOne LLC
Kansas
$371K – – –
IAG
2123
Investment Advisory Group
Massachusetts
$371K -$3.3K -38 -0.9%
MO
2124
McMillan Office
Michigan
$371K +$345K +3,978 New
1L
2125
10Elms LLP
Oklahoma
$370K – – –