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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EPIME
2526
Evelyn Partners Investment Management (Europe)
$135K – – –
PWM
2527
Proathlete Wealth Management
Florida
$134K – – –
Inspire Investing
2528
Inspire Investing
Idaho
$133K – – –
BHWM
2529
Bay Harbor Wealth Management
Maryland
$132K +$344 +4 +0.2%
CA
2530
Centerpoint Advisors
Massachusetts
$132K – – –
FUBT
2531
First United Bank & Trust
Maryland
$132K -$2.15K -25 -1%
LAMC
2532
Longview Asset Management (California)
California
$132K – – –
M
2533
MOTCO
Texas
$131K -$2.58K -30 -2%
CFD
2534
Creative Financial Designs
Indiana
$131K +$18.2K +212 +15%
FFO
2535
Fortitude Family Office
Arizona
$130K -$428K -4,986 -75%
KFAS
2536
Keating Financial Advisory Services
Kansas
$130K -$7.82K -91 -5%
CT
2537
Clearstead Trust
Maine
$128K – – –
CYG
2538
Clean Yield Group
Vermont
$127K – – –
LWM
2539
Lodestone Wealth Management
Washington
$127K -$12.2K -142 -8%
MMCM
2540
Murphy & Mullick Capital Management
New York
$126K +$258 +3 +0.2%
SWM
2541
SHP Wealth Management
Massachusetts
$125K +$15.2K +177 +13%
HCM
2542
Hollencrest Capital Management
California
$124K +$86 +1 +0.1%
GCP
2543
Gill Capital Partners
Colorado
$123K +$133K +1,551 New
PP
2544
Paladin Partners
Wisconsin
$123K – – –
FMP
2545
Financial Management Professionals
Texas
$122K -$5.5K -64 -4%
FFL
2546
Financial Freedom LLC
Ohio
$121K +$25.4K +296 +24%
ATC
2547
Adirondack Trust Company
New York
$120K – – –
SWIM
2548
Smallwood Wealth Investment Management
New Jersey
$116K -$13.7K -160 -10%
HHCP
2549
Hilton Head Capital Partners
South Carolina
$116K +$1.98K +23 +2%
EIP
2550
Essential Investment Partners
Colorado
$115K – – –