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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TFA
2601
Toth Financial Advisory
Virginia
$16.3K +$162 +2 +1%
AP
2602
Aspect Partners
Virginia
$15.9K +$4.46K +55 +41%
ACM
2603
Anfield Capital Management
California
$15.8K – – –
CIM
2604
Contravisory Investment Management
Massachusetts
$15.6K +$9.33K +115 +162%
PWA
2605
Principia Wealth Advisory
Texas
$15.3K +$1.22K +15 +9%
PS
2606
Pinney & Scofield
Massachusetts
$15.2K – – –
BIM
2607
Breakwater Investment Management
Washington
$14.9K +$3.89K +48 +37%
WWM
2608
Wolff Wiese Magana
California
$13.4K – – –
TCA
2609
Trifecta Capital Advisors
Illinois
$12.7K – – –
AEPWM
2610
Atlantic Edge Private Wealth Management
Florida
$12.6K – – –
SC
2611
Swan Capital
Florida
$12.6K – – –
BC
2612
Broadwater Capital
Massachusetts
$11.1K -$853K -10,523 -99%
IA
2613
IFS Advisors
Kansas
$9.89K – – –
WW
2614
Winnow Wealth
Texas
$9.74K +$9.41K +116 New
CWA
2615
Carolina Wealth Advisors
South Carolina
$9.47K – – –
MAS
2616
MPWM Advisory Solutions
Georgia
$9.11K – – –
GFL
2617
Granite FO LLC
New Hampshire
$9.05K – – –
DWM
2618
Darwin Wealth Management
Florida
$9.01K – – –
LFA
2619
LGT Financial Advisors
Texas
$8.97K – – –
DFA
2620
DHJJ Financial Advisors
Illinois
$8.81K – – –
SIP
2621
Sellwood Investment Partners
Oregon
$8.8K +$8.52K +105 New
EAM
2622
Eukles Asset Management
Ohio
$8.47K – – –
HFS
2623
Hopwood Financial Services
Virginia
$8.38K – – –
MBFW
2624
Morton Brown Family Wealth
Pennsylvania
$8.38K – – –
TLA
2625
Tanglewood Legacy Advisors
Texas
$8.38K – – –