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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
Members Trust
1301
Members Trust
Florida
$1.03M +$61.7K +856 +7%
CIC
1302
Crawford Investment Counsel
Georgia
$1.03M +$115K +1,590 +14%
FLI
1303
Family Legacy Inc
South Carolina
$1.03M
WAP
1304
Wealthcare Advisory Partners
Pennsylvania
$1.03M +$65.8K +912 +8%
RIA
1305
Richwood Investment Advisors
Ohio
$1.03M -$9.88K -137 -1%
FPL
1306
Fortress Private Ledger
North Carolina
$1.02M +$289K +4,003 +46%
SWM
1307
SeaCrest Wealth Management
New York
$1.02M -$700K -9,707 -43%
PA
1308
Promethium Advisors
Maryland
$1.02M -$67.2K -932 -7%
PP
1309
PDS Planning
Ohio
$1.02M +$63.5K +880 +7%
RDFA
1310
Ritter Daniher Financial Advisory
Ohio
$1.02M +$909K +12,605 +8,753%
MIA
1311
MeadowBrook Investment Advisors
Michigan
$1.02M +$32.4K +450 +4%
CA
1312
Carson Advisory
Georgia
$1.02M -$21.6K -300 -2%
GFA
1313
Gallagher Fiduciary Advisors
Illinois
$1.01M -$40.2K -558 -4%
CAC
1314
Core Alternative Capital
Georgia
$1.01M +$197K +2,735 +28%
DG
1315
DMC Group
Alabama
$1.01M -$223K -3,097 -20%
ISL
1316
Ingalls & Snyder LLC
New York
$1.01M -$721 -10 -0.1%
SIM
1317
Studio Investment Management
Illinois
$1.01M -$8.8K -122 -1%
Koshinski Asset Management
1318
Koshinski Asset Management
Illinois
$1.01M +$171K +2,365 +23%
PCM
1319
Pointe Capital Management
Michigan
$1M +$5.12K +71 +0.6%
GIP
1320
Greatmark Investment Partners
Georgia
$1M -$182K -2,520 -17%
TWM
1321
Thrive Wealth Management
Pennsylvania
$1M +$141K +1,950 +19%
PNC
1322
Park National Corp
Ohio
$1M -$82K -1,137 -8%
GS
1323
GTS Securities
Florida
$999K -$402K -5,569 -31%
AW
1324
Avion Wealth
Texas
$994K +$297K +4,123 +50%
CFP
1325
Catalyst Financial Partners
Massachusetts
$991K -$7.79K -108 -0.9%