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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1451
Manchester Capital Management
Vermont
$671K +$29.7K +396 +4%
RCG
1452
Regatta Capital Group
California
$667K -$4.28K -57 -0.6%
ONST
1453
Old North State Trust
North Carolina
$667K
OC
1454
Opinicus Capital
Florida
$667K +$697K +9,287 New
BFC
1455
Bedel Financial Consulting
Indiana
$666K +$12.6K +168 +2%
SW
1456
SteelPeak Wealth
California
$665K +$230K +3,070 +50%
OL
1457
OneFund LLC
Florida
$663K +$1.88K +25 +0.3%
TFA
1458
Transamerica Financial Advisors
Florida
$661K -$2.85K -38 -0.4%
VCM
1459
Versant Capital Management
Arizona
$660K +$315K +4,200 +84%
VAS
1460
Vestmark Advisory Solutions
Massachusetts
$659K -$1.73K -23 -0.2%
JFA
1461
JNBA Financial Advisors
Minnesota
$655K -$142K -1,886 -17%
LFG
1462
Larson Financial Group
Missouri
$655K +$174K +2,314 +34%
CWG
1463
Crown Wealth Group
North Carolina
$654K +$184K +2,456 +37%
NFC
1464
Northstar Financial Companies
Pennsylvania
$652K
SWA
1465
Stratos Wealth Advisors
Ohio
$650K +$137K +1,822 +25%
Legacy Financial Group (Iowa)
1466
Legacy Financial Group (Iowa)
Iowa
$650K -$337K -4,489 -33%
WCA
1467
Westover Capital Advisors
Delaware
$649K
TF
1468
Tudor Financial
Ohio
$649K +$225 +3 +0%
CFA
1469
Cahill Financial Advisors
Minnesota
$649K +$23.6K +315 +4%
SC
1470
Summa Corp
Texas
$648K +$24.3K +324 +4%
CG
1471
CFO4Life Group
Texas
$648K -$11.4K -152 -2%
DMBA
1472
Deseret Mutual Benefit Administrators
Utah
$648K -$72.2K -961 -10%
AWAU
1473
Alliance Wealth Advisors (Utah)
Utah
$644K -$150K -2,003 -18%
BW
1474
Basepoint Wealth
Iowa
$643K -$33K -439 -5%
EMAM
1475
Encompass More Asset Management
California
$641K -$29.1K -388 -4%