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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
FPCG
1376
Fort Pitt Capital Group
Pennsylvania
$270K -$87.8K -3,391 -27%
RWA
1377
River Wealth Advisors
Pennsylvania
$269K -$8.62K -333 -4%
SC
1378
Schulhoff & Co
Ohio
$268K -$19.2K -742 -8%
M
1379
MOTCO
Texas
$268K
RCG
1380
Rock Creek Group
District of Columbia
$267K -$68K -2,626 -23%
BWP
1381
Bernardo Wealth Planning
Pennsylvania
$267K +$230K +8,868 New
VST
1382
Van Strum & Towne
California
$266K -$31.1K -1,200 -12%
TCM
1383
Tributary Capital Management
Nebraska
$266K -$15.5K -600 -6%
RFM
1384
Royal Fund Management
Florida
$265K -$4.06K -157 -2%
IHWM
1385
Iron Horse Wealth Management
Iowa
$265K +$227K +8,769 New
TIA
1386
Traphagen Investment Advisors
New Jersey
$263K -$51.8K -2,000 -19%
SVWAG
1387
Sound View Wealth Advisors Group
Georgia
$262K -$33.5K -1,295 -13%
SIC
1388
Samalin Investment Counsel
New York
$261K -$84.3K -3,256 -27%
HHGA
1389
Halbert Hargrove Global Advisors
California
$261K +$3K +116 +1%
EP
1390
Eudaimonia Partners
Tennessee
$259K -$233 -9 -0.1%
AFS
1391
Axiom Financial Strategies
Indiana
$258K
JLBC
1392
J.L. Bainbridge & Co
Florida
$257K -$2.1K -81 -0.9%
BP
1393
Ballentine Partners
Massachusetts
$256K -$84.4K -3,260 -28%
IGGA
1394
Iron Gate Global Advisors
Utah
$254K -$10.4K -400 -5%
KNW
1395
Kesler Norman & Wride
Utah
$253K +$217K +8,372 New
CST
1396
Charles Schwab Trust
Nevada
$253K +$217K +8,388 New
WC
1397
Westhampton Capital
North Carolina
$253K +$217K +8,390 New
PL
1398
Plancorp LLC
Missouri
$253K +$217K +8,398 New
TCM
1399
Traynor Capital Management
Pennsylvania
$252K -$38.8K -1,497 -15%
CW
1400
CreativeOne Wealth
Kansas
$252K +$216K +8,336 New