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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
VWM
2751
Valley Wealth Managers
New Jersey
$35.2K – – –
MLA
2752
MB, Levis & Associates
Pennsylvania
$34.6K – – –
MWM
2753
Mascoma Wealth Management
New Hampshire
$34.5K +$3.05K +38 +10%
BFPW
2754
BOK Financial Private Wealth
Colorado
$34K +$6.75K +84 +26%
AIA
2755
Aventus Investment Advisors
Florida
$33.9K -$2.41K -30 -7%
ABWM
2756
Alpine Bank Wealth Management
Colorado
$33.5K +$32.5K +405 New
ACM
2757
Accent Capital Management
Ohio
$33.4K – – –
GI
2758
GS Investments
Minnesota
$33.1K -$1.21M -15,000 -97%
CAM
2759
Costello Asset Management
Pennsylvania
$32.9K – – –
CFS
2760
CGC Financial Services
Oregon
$32.7K – – –
MCA
2761
McGuire Capital Advisors
Oklahoma
$32.6K -$9.64K -120 -23%
STB
2762
S&T Bank
Pennsylvania
$31.8K +$17.1K +213 +124%
BW
2763
Bravera Wealth
North Dakota
$30.2K -$3.94K -49 -12%
DF
2764
Dunhill Financial
United Kingdom
$30.2K -$5.14K -64 -15%
NRG
2765
Nemes Rush Group
Michigan
$30.2K +$3.94K +49 +16%
BCM
2766
Boreal Capital Management
Florida
$30.1K – – –
PJC
2767
Phillip James Consulting
Minnesota
$29.5K – – –
SIS
2768
Strategic Investment Solutions
Illinois
$29K – – –
HB
2769
Horizon Bancorp
Indiana
$29K – – –
MIM
2770
Meridiem Investment Management
United Kingdom
$28.9K – – –
RPA
2771
Redwood Park Advisors
California
$28.8K +$80 +1 +0.3%
SNBOSCI
2772
Security National Bank of Sioux City Iowa
Iowa
$28K +$27.2K +339 New
BFS
2773
Bare Financial Services
Pennsylvania
$27.4K +$12.9K +161 +95%
SFG
2774
Strive Financial Group
Indiana
$26.7K +$563 +7 +2%
CWP
2775
Clark Wealth Partners
Illinois
$26.6K +$1.04K +13 +4%