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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TWM
2526
TopTier Wealth Management
Wisconsin
$201K +$1.77K +22 +0.9%
MHWM
2527
Montz Harcus Wealth Management
Louisiana
$201K -$17.8K -221 -8%
CGFA
2528
Colton Groome Financial Advisors
North Carolina
$201K +$195K +2,427 New
SAM
2529
Strategy Asset Managers
California
$200K -$185K -2,308 -49%
PAG
2530
Paladin Advisory Group
Iowa
$197K – – –
TWD
2531
True Wealth Design
Ohio
$197K +$100K +1,247 +110%
QL
2532
Quarry LP
New York
$196K -$284K -3,533 -60%
AIC
2533
Archer Investment Corporation
Indiana
$196K +$3.29K +41 +2%
CCMI
2534
Creative Capital Management Investments
California
$193K +$25.3K +315 +16%
CB
2535
CNB Bank
Pennsylvania
$193K – – –
KFAS
2536
Keating Financial Advisory Services
Kansas
$193K +$56.3K +700 +43%
KFI
2537
Key Financial Inc
Pennsylvania
$192K +$33.1K +412 +22%
CFS
2538
CRA Financial Services
New Jersey
$192K -$10K -125 -5%
MWPCG
2539
Measured Wealth Private Client Group
New Hampshire
$190K – – –
CCM
2540
Chilton Capital Management
Texas
$188K -$11.3K -140 -6%
ISS
2541
Intesa Sanpaolo SpA.
Italy
$188K -$9.8K -122 -5%
CBT
2542
Crews Bank & Trust
Florida
$184K – – –
CB
2543
Centennial Bank
Arkansas
$183K – – –
GCM
2544
Gables Capital Management
Florida
$182K – – –
ACA
2545
Atlas Capital Advisors
Wyoming
$179K +$98.4K +1,224 +130%
BP
2546
BNP Paribas
France
$178K -$59.6K -742 -26%
WSC
2547
Wellington Shields & Co
New York
$177K – – –
FMP
2548
Financial Management Professionals
Texas
$175K +$47.1K +586 +38%
PMFA
2549
Plante Moran Financial Advisors
Michigan
$169K -$159K -1,980 -49%
AWM
2550
Abound Wealth Management
Tennessee
$169K -$38.2K -475 -19%