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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WAOI
2501
Wealth Advisors of Iowa
Iowa
$211K +$161 +2 +0.1%
AF
2502
Affiance Financial
Minnesota
$211K – – –
IIA
2503
IPG Investment Advisors
California
$211K – – –
SWM
2504
Sculati Wealth Management
Michigan
$210K -$10.9K -136 -5%
MKC
2505
M. Kraus & Co
Vermont
$210K – – –
GFPC
2506
Global Financial Private Client
Florida
$210K +$204K +2,537 New
WCP
2507
Wick Capital Partners
Pennsylvania
$209K +$203K +2,525 New
WAS
2508
WESPAC Advisors SoCal
California
$208K +$202K +2,517 New
PSP
2509
Pacific Sage Partners
Washington
$207K +$201K +2,507 New
ACM
2510
Ayrshire Capital Management
Connecticut
$207K -$88.4K -1,100 -31%
BWM
2511
Buckley Wealth Management
Nevada
$207K +$201K +2,500 New
VCM
2512
Violich Capital Management
California
$207K +$201K +2,500 New
IP
2513
Investment Partners
Ohio
$206K -$31.4K -391 -14%
FC
2514
Farringdon Capital
United Kingdom
$206K -$573K -7,124 -74%
EP
2515
Essential Partners
California
$205K +$156K +1,938 +360%
SGFG
2516
Silver Grove Financial Group
New York
$204K +$199K +2,472 New
BCP
2517
Berkeley Capital Partners
Georgia
$204K +$198K +2,470 New
ES
2518
Eagle Strategies
New York
$204K +$198K +2,466 New
APFP
2519
Action Point Financial Planning
Michigan
$204K +$199K +2,472 New
MA
2520
MW Advisory
Georgia
$204K +$198K +2,464 New
RC
2521
Roundview Capital
New Jersey
$204K +$198K +2,464 New
PCA
2522
Prosperity Capital Advisors
Ohio
$204K +$198K +2,463 New
LT
2523
Legacy Trust
Michigan
$203K +$198K +2,462 New
ACA
2524
American Capital Advisory
Idaho
$203K +$2.33K +29 +1%
GWP
2525
Gen-Wealth Partners
Michigan
$202K -$6.51K -81 -3%