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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WLPWM
1401
Walled Lake Planning & Wealth Management
Illinois
$363K
CCA
1402
Childress Capital Advisors
Texas
$362K +$383K +8,863 New
EFG
1403
Everhart Financial Group
Ohio
$362K +$63.6K +1,473 +20%
RMDI
1404
R.M. Davis Inc
Maine
$361K -$13.2K -305 -3%
PCI
1405
Pacifica Capital Investments
Texas
$361K
LWP
1406
LMG Wealth Partners
Louisiana
$361K
SQA
1407
Simon Quick Advisors
New Jersey
$361K +$62.9K +1,456 +20%
SMC
1408
Smith, Moore & Co
Missouri
$361K +$6.69K +155 +2%
MCM
1409
Manchester Capital Management
Vermont
$360K
MIP
1410
Marietta Investment Partners
Wisconsin
$360K
GC
1411
Gratus Capital
Georgia
$359K +$139K +3,229 +58%
HI
1412
Hudock Inc
Pennsylvania
$358K +$43 +1 +0%
TCM
1413
Tributary Capital Management
Nebraska
$358K -$4.32K -100 -1%
LW
1414
Linscomb Wealth
Texas
$357K -$62.6K -1,450 -14%
NIM
1415
Northeast Investment Management
Massachusetts
$357K -$32.4K -750 -8%
BFO
1416
Biltmore Family Office
North Carolina
$356K
AG
1417
Ascent Group
Virginia
$356K -$48.6K -1,125 -11%
EWM
1418
Evermay Wealth Management
Virginia
$356K
EWA
1419
Exencial Wealth Advisors
Oklahoma
$355K -$7.21K -167 -2%
OWM
1420
OneAscent Wealth Management
Alabama
$355K +$375K +8,684 New
BCA
1421
Bray Capital Advisors
Florida
$355K -$21.3K -493 -5%
CAM
1422
Campion Asset Management
Virginia
$352K
LA
1423
Lakeside Advisors
Washington
$352K -$50.4K -1,167 -12%
ONST
1424
Old North State Trust
North Carolina
$352K -$20.4K -472 -5%
Financial Engines Advisors
1425
Financial Engines Advisors
California
$352K +$9.11K +211 +3%