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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
DWA
1351
Divergent Wealth Advisors
Utah
$648K -$5.17K -101 -0.7%
WEC
1352
Winslow Evans & Crocker
Massachusetts
$644K -$5.12K -100 -0.7%
AFP
1353
Ausdal Financial Partners
Iowa
$643K -$254K -4,960 -26%
UBV
1354
United Bank (Virginia)
Virginia
$641K +$713K +13,922 New
ECM
1355
ExodusPoint Capital Management
New York
$636K +$707K +13,798 New
AWA
1356
ARS Wealth Advisors
Florida
$634K -$168K -3,283 -19%
HCM
1357
Hudson Capital Management
New Jersey
$634K -$56.5K -1,104 -7%
MCM
1358
Mengis Capital Management
Oregon
$631K +$56.4K +1,101 +9%
SWP
1359
Strategic Wealth Partners
Ohio
$630K -$37.3K -729 -6%
LSAG
1360
Lake Street Advisors Group
New Hampshire
$630K -$27.1K -530 -4%
AWM
1361
Aries Wealth Management
Maine
$629K
TCM
1362
TAM Capital Management
Connecticut
$627K -$3.34M -65,202 -83%
LJHT
1363
Laurie J. Hall Trustee
$627K -$74.4K -1,452 -10%
BSB
1364
Bangor Savings Bank
Maine
$626K -$53K -1,034 -7%
FSA
1365
Fort Sheridan Advisors
Illinois
$626K +$696K +13,590 New
CA
1366
CapWealth Advisors
Tennessee
$624K
OPTFSNA
1367
Old Point Trust & Financial Services N A
Virginia
$622K -$43.5K -850 -6%
AP
1368
Atwood & Palmer
Missouri
$616K
CA
1369
Cullinan Associates
Kentucky
$616K +$41K +800 +6%
FVWA
1370
Foster Victor Wealth Advisors
South Carolina
$615K +$683K +13,343 New
TFO
1371
Tarbox Family Office
California
$613K -$5.58K -109 -0.8%
PAI
1372
Pittenger & Anderson Inc
Nebraska
$613K
LCM
1373
Leisure Capital Management
California
$611K
NSB
1374
Norway Savings Bank
Maine
$610K -$74.8K -1,460 -10%
WWM
1375
Windsor Wealth Management
Indiana
$607K -$36.1K -704 -5%