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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
RAM
2501
Riggs Asset Management
Pennsylvania
$10.3K – – –
RDFA
2502
Ritter Daniher Financial Advisory
Ohio
$10.3K – – –
SIM
2503
Synergy Investment Management
Florida
$10.3K – – –
ACA
2504
Atlas Capital Advisors
Wyoming
$9.76K – – –
KWM
2505
Kiker Wealth Management
Georgia
$9.72K +$10.1K +135 New
AP
2506
Aspect Partners
Virginia
$9.62K +$4.8K +64 +91%
BC
2507
Broadwater Capital
Massachusetts
$9.55K – – –
MAS
2508
MPWM Advisory Solutions
Georgia
$9.52K +$75 +1 +0.8%
BIM
2509
Breakwater Investment Management
Washington
$9.33K -$11.9K -158 -55%
PWA
2510
Principia Wealth Advisory
Texas
$9.09K +$3.98K +53 +63%
TFM
2511
TFC Financial Management
Massachusetts
$8.83K +$2.25K +30 +32%
IA
2512
IFS Advisors
Kansas
$8.47K – – –
WW
2513
Winnow Wealth
Texas
$8.26K +$2.85K +38 +49%
HFS
2514
Horizon Financial Services
North Carolina
$8.18K +$1.28K +17 +18%
CWA
2515
Carolina Wealth Advisors
South Carolina
$8.11K – – –
EWA
2516
EQ Wealth Advisors
Texas
$8.04K +$8.41K +112 New
HHGA
2517
Halbert Hargrove Global Advisors
California
$7.94K +$8.33K +111 New
GFL
2518
Granite FO LLC
New Hampshire
$7.75K – – –
DWM
2519
Darwin Wealth Management
Florida
$7.55K – – –
DFA
2520
DHJJ Financial Advisors
Illinois
$7.52K – – –
NRG
2521
Nemes Rush Group
Michigan
$7.47K -$17.8K -237 -70%
EAM
2522
Eukles Asset Management
Ohio
$7.25K – – –
TLA
2523
Tanglewood Legacy Advisors
Texas
$7.18K -$4.13K -55 -35%
HFS
2524
Hopwood Financial Services
Virginia
$7.18K – – –
MBFW
2525
Morton Brown Family Wealth
Pennsylvania
$7.18K +$7.51K +100 New