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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
RCM
1401
RB Capital Management
Nevada
$372K -$51.4K -1,277 -13%
BFO
1402
Biltmore Family Office
North Carolina
$371K -$54.5K -1,353 -13%
EWM
1403
Evermay Wealth Management
Virginia
$371K +$1.45K +36 +0.4%
PP
1404
PDS Planning
Ohio
$371K +$22.8K +567 +7%
PWMG
1405
Provence Wealth Management Group
California
$370K +$87.9K +2,184 +34%
SMC
1406
Smith, Moore & Co
Missouri
$370K -$153K -3,807 -31%
BWA
1407
Bordeaux Wealth Advisors
California
$368K -$28.3K -704 -8%
CAM
1408
Campion Asset Management
Virginia
$368K -$8.05K -200 -2%
FB
1409
First Bancorp
Maine
$367K -$8.05K -200 -2%
WF
1410
Wayfinding Financial
Washington
$366K +$21.1K +523 +7%
FFG
1411
Fortem Financial Group
California
$366K -$56K -1,392 -14%
VST
1412
Van Strum & Towne
California
$366K
VWA
1413
Visionary Wealth Advisors
Illinois
$364K -$35.8K -890 -9%
MA
1414
MKT Advisors
California
$364K +$3.86K +96 +1%
WA
1415
Waddell & Associates
Tennessee
$364K -$9.38K -233 -3%
FHA
1416
Flagship Harbor Advisors
Massachusetts
$361K -$61.8K -1,535 -15%
IB
1417
Intrust Bank
Kansas
$360K
FWP
1418
FAS Wealth Partners
Kansas
$359K +$2.38K +59 +0.7%
Financial Engines Advisors
1419
Financial Engines Advisors
California
$359K +$25.8K +642 +8%
NPA
1420
Nichols & Pratt Advisers
Massachusetts
$359K
GCMG
1421
Gyroscope Capital Management Group
Florida
$359K +$24.1K +600 +8%
GWP
1422
Gateway Wealth Partners
Wisconsin
$358K -$1.61K -40 -0.5%
PWM
1423
Prentice Wealth Management
New York
$357K +$54.4K +1,352 +19%
POIA
1424
Pin Oak Investment Advisors
Texas
$357K
SVWAG
1425
Sound View Wealth Advisors Group
Georgia
$356K -$343K -8,514 -50%