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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PMFA
1401
Plante Moran Financial Advisors
Michigan
$493K +$19.6K +399 +4%
PPP
1402
Private Portfolio Partners
New Jersey
$493K +$30.3K +616 +6%
AWAP
1403
Alliance Wealth Advisors (Pennsylvania)
Pennsylvania
$491K -$6.89K -140 -1%
AMG
1404
Advisors Management Group
Wisconsin
$487K -$98 -2 -0%
PAIM
1405
Punch & Associates Investment Management
Minnesota
$487K
EA
1406
Eclectic Associates
California
$486K +$94.1K +1,912 +23%
JC
1407
Jacobs & Co
California
$483K
PCM
1408
Parsons Capital Management
Rhode Island
$481K -$39.4K -800 -7%
PCP
1409
Proficio Capital Partners
Massachusetts
$480K -$23.5K -478 -5%
PTP
1410
Platform Technology Partners
New York
$480K -$3.69K -75 -0.7%
NM
1411
Nokota Management
New York
$480K
QFA
1412
Quattro Financial Advisors
Texas
$480K
AFP
1413
Ausdal Financial Partners
Iowa
$478K -$38.6K -785 -7%
ZIG
1414
Zuckerman Investment Group
Illinois
$478K -$49 -1 -0%
ATFA
1415
All Terrain Financial Advisors
Minnesota
$475K +$107K +2,172 +28%
AI
1416
AXS Investments
New York
$475K +$488K +9,905 New
FAM
1417
Formidable Asset Management
Ohio
$474K -$3K -61 -0.7%
IF
1418
Intrua Financial
Texas
$473K -$7.34K -149 -1%
ONST
1419
Old North State Trust
North Carolina
$473K +$73.2K +1,486 +18%
GSWM
1420
Golden State Wealth Management
California
$473K +$201K +4,079 +71%
GVAG
1421
Great Valley Advisor Group
Delaware
$472K -$34.2K -694 -7%
RCWM
1422
Royal Capital Wealth Management
Indiana
$470K +$482K +9,786 New
RDWM
1423
Red Door Wealth Management
Tennessee
$468K -$187K -3,806 -28%
BCA
1424
Bray Capital Advisors
Florida
$468K +$148 +3 +0%
FMWA
1425
Forvis Mazars Wealth Advisors
Missouri
$468K +$46.9K +953 +11%