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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WA
2526
WestEnd Advisors
North Carolina
$6.96K +$4.8K +64 +194%
CIM
2527
Contravisory Investment Management
Massachusetts
$6.82K – – –
BFS
2528
Burkett Financial Services
South Carolina
$6.49K – – –
PWA
2529
Provenance Wealth Advisors
Florida
$6.39K – – –
OWP
2530
ORG Wealth Partners
Texas
$5.66K +$5.93K +79 New
RWA
2531
Redmont Wealth Advisors
Illinois
$5.53K +$5.78K +77 New
CFFP
2532
Center for Financial Planning
Michigan
$5.31K – – –
CF
2533
Conquis Financial
California
$5.17K -$16.8K -224 -76%
TCM
2534
TD Capital Management
Tennessee
$5.15K +$75 +1 +1%
FWA
2535
FSC Wealth Advisors
New York
$4.88K – – –
RI
2536
Ridgewood Investments
New Jersey
$4.45K – – –
PS
2537
PayPay Securities
Japan
$4.43K -$1.95K -26 -30%
EWP
2538
Elevation Wealth Partners
California
$4.31K – – –
MAM
2539
Marquette Asset Management
Minnesota
$4.16K – – –
DAL
2540
Delta Accumulation LLC
California
$4.12K – – –
OW
2541
Olistico Wealth
Oklahoma
$3.95K – – –
DI
2542
DAGCO Inc
Ohio
$3.59K +$3.75K +50 New
CAM
2543
Columbia Asset Management
Michigan
$3.09K – – –
NWMP
2544
Noble Wealth Management PBC
Colorado
$3.02K – – –
BFS
2545
Bare Financial Services
Pennsylvania
$2.87K +$3K +40 New
LWMI
2546
Legacy Wealth Management (Idaho)
Idaho
$2.58K -$7.81K -104 -74%
PWM
2547
Parkworth Wealth Management
California
$2.37K – – –
STB
2548
S&T Bank
Pennsylvania
$2.23K +$2.33K +31 New
NRWA
2549
North Ridge Wealth Advisors
Oregon
$2.15K – – –
CAM
2550
Chesapeake Asset Management
New York
$2.15K +$375 +5 +20%