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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
KBFS
2626
Kohmann Bosshard Financial Services
Ohio
$144K +$134K +1,542 New
PP
2627
Paladin Partners
Wisconsin
$144K +$134K +1,540 New
FFA
2628
Frazier Financial Advisors
Ohio
$143K +$33.3K +384 +33%
AWM
2629
Activest Wealth Management
Florida
$141K +$93K +1,071 +240%
RL
2630
Rogco LP
Oklahoma
$141K -$13.1K -151 -9%
MFP
2631
Meramec Financial Planners
Missouri
$141K +$130K +1,500 New
ATC
2632
Adirondack Trust Company
New York
$141K – – –
IBOK
2633
Independence Bank of Kentucky
Kentucky
$137K +$8.25K +95 +7%
EIP
2634
Essential Investment Partners
Colorado
$135K +$126K +1,447 New
UIA
2635
Ulland Investment Advisors
Minnesota
$134K – – –
CFD
2636
Creative Financial Designs
Indiana
$134K +$52.9K +609 +74%
HHCP
2637
Hilton Head Capital Partners
South Carolina
$133K +$124K +1,428 New
CAM
2638
Clarity Asset Management
Iowa
$133K +$521 +6 +0.4%
UCB
2639
United Community Bank
South Carolina
$131K -$163K -1,875 -57%
SA
2640
SRH Advisors
Kansas
$130K – – –
SWM
2641
SHP Wealth Management
Massachusetts
$130K +$121K +1,392 New
CWM
2642
Cranbrook Wealth Management
Michigan
$126K -$6.51K -75 -5%
FC
2643
Family CFO
California
$126K +$117K +1,347 New
OAM
2644
Ostrum Asset Management
France
$125K -$38.6K -445 -25%
RF
2645
Rossby Financial
Florida
$123K -$19.3K -222 -14%
SA
2646
Strategic Advocates
Utah
$121K – – –
USB
2647
Union Savings Bank
Connecticut
$121K +$112K +1,293 New
IRAG
2648
Investment Research & Advisory Group
Georgia
$120K +$87 +1 +0.1%
MSWM
2649
Mowery & Schoenfeld Wealth Management
Illinois
$118K +$5.47K +63 +5%
AFG
2650
Albion Financial Group
Utah
$117K +$66.4K +765 +156%