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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
LAS
1101
LWM Advisory Services
Florida
$716K +$16K +372 +2%
AC
1102
Apella Capital
Connecticut
$714K -$797K -18,562 -51%
HBT
1103
Heartland Bank & Trust
Illinois
$713K -$12.7K -295 -2%
WBG
1104
Wharton Business Group
Pennsylvania
$711K +$9.24K +215 +1%
AP
1105
Adero Partners
California
$710K -$2.32K -54 -0.3%
SFG
1106
Summit Financial Group
West Virginia
$709K
CW
1107
CreativeOne Wealth
Kansas
$708K -$177K -4,121 -19%
FPCP
1108
Fort Point Capital Partners
California
$706K -$235K -5,460 -24%
AF
1109
Advisornet Financial
Minnesota
$706K -$34K -792 -4%
NCM
1110
Neumann Capital Management
California
$705K
VBFP
1111
Valtinson Bruner Financial Planning
Minnesota
$704K +$601 +14 +0.1%
XF
1112
XML Financial
Maryland
$703K +$38.7K +900 +5%
NCM
1113
Narwhal Capital Management
Georgia
$702K +$26.8K +623 +4%
NIC
1114
Northwest Investment Counselors
Oregon
$700K -$2.15K -50 -0.3%
SB
1115
Simmons Bank
Arkansas
$697K -$12.9K -300 -2%
Legacy Financial Group (Iowa)
1116
Legacy Financial Group (Iowa)
Iowa
$694K -$104K -2,430 -12%
FMLI
1117
Fukoku Mutual Life Insurance
Japan
$693K -$193K -4,482 -21%
IWM
1118
IHT Wealth Management
Illinois
$693K +$329K +7,663 +80%
CC
1119
Chicago Capital
Illinois
$691K
LF
1120
Lantz Financial
Illinois
$691K +$7.13K +166 +1%
CWM
1121
C2C Wealth Management
Arizona
$690K -$84.2K -1,959 -11%
BCM
1122
Brookstone Capital Management
Illinois
$685K +$32.1K +747 +5%
ISL
1123
Ingalls & Snyder LLC
New York
$684K -$2.45M -56,997 -77%
SIA
1124
Strategic Investment Advisors
Michigan
$683K +$730K +16,998 New
DWA
1125
Douglass Winthrop Advisors
New York
$680K -$44.9K -1,046 -6%