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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CWM
1151
Circle Wealth Management
New Jersey
$904K +$5.55K +106 +0.7%
CWS
1152
Cypress Wealth Services
California
$904K -$36.9K -706 -4%
RVPG
1153
Relative Value Partners Group
$903K
AW
1154
Avion Wealth
Texas
$897K -$93K -1,777 -10%
FNWA
1155
Financial Network Wealth Advisors
Utah
$896K -$31K -593 -4%
HNB
1156
Hilltop National Bank
Wyoming
$896K +$808K +15,452 New
GC
1157
Gilbert & Cook
Iowa
$889K +$576 +11 +0.1%
WPW
1158
Waldron Private Wealth
Pennsylvania
$887K +$15.4K +294 +2%
MCM
1159
MV Capital Management
Maryland
$887K +$57.9K +1,107 +8%
FCI
1160
Financial Counselors Inc
Kansas
$881K +$80.3K +1,535 +11%
IWA
1161
IVC Wealth Advisors
Pennsylvania
$880K +$2.62K +50 +0.3%
HCM
1162
Hutner Capital Management
Vermont
$877K +$52 +1 +0%
PCFFS
1163
Pacific Center for Financial Services
California
$875K -$352K -6,726 -31%
PWA
1164
Providence Wealth Advisors
Illinois
$873K -$94.3K -1,802 -11%
AAS
1165
Ameritas Advisory Services
Nebraska
$871K +$189K +3,614 +32%
AWM
1166
Alterna Wealth Management
Texas
$871K +$199K +3,809 +34%
LGA
1167
Lebenthal Global Advisors
New York
$871K -$162K -3,100 -17%
RC
1168
Rovin Capital
Arizona
$870K -$39.9K -762 -5%
RWP
1169
Ridgecrest Wealth Partners
California
$868K
AIM
1170
Anchor Investment Management
South Carolina
$866K -$2.35K -45 -0.3%
TFA
1171
Tranquilli Financial Advisor
New Jersey
$865K +$121K +2,321 +18%
VWM
1172
VCI Wealth Management
Missouri
$861K -$45.1K -862 -5%
Legacy Financial Group (Iowa)
1173
Legacy Financial Group (Iowa)
Iowa
$860K +$777K +14,844 New
MIM
1174
MTM Investment Management
South Carolina
$859K +$314 +6 +0%
KMWM
1175
Keudell/Morrison Wealth Management
Oregon
$857K -$83.8K -1,601 -10%