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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MMG
1476
Monetary Management Group
Missouri
$301K +$785 +18 +0.2%
FAM
1477
Formidable Asset Management
Ohio
$301K -$9.02K -207 -3%
CIC
1478
Cutler Investment Counsel
Oregon
$301K
OWIM
1479
Old West Investment Management
California
$300K
CWP
1480
Cyndeo Wealth Partners
Florida
$300K +$22K +505 +7%
FMB
1481
Field & Main Bank
Kentucky
$298K -$32.6K -749 -9%
CA
1482
Cambridge Advisors
Nebraska
$298K +$87 +2 +0%
AW
1483
Avion Wealth
Texas
$298K +$4.01K +92 +1%
SF
1484
Summit Financial
New Jersey
$296K +$5.45K +125 +2%
GL
1485
GHE LLC
Tennessee
$296K
EWA
1486
Exencial Wealth Advisors
Oklahoma
$295K -$2.75K -63 -0.8%
CB
1487
Cadence Bank
Mississippi
$294K +$4.18K +96 +1%
PPG
1488
Peak Planning Group
Colorado
$294K -$87.2K -2,000 -20%
GCS
1489
Gordian Capital (Singapore)
Singapore
$292K -$179K -4,100 -34%
WC
1490
Weil Company
California
$292K
DCM
1491
Donaldson Capital Management
Indiana
$292K -$7.5K -172 -2%
NHT
1492
New Hampshire Trust
New Hampshire
$292K -$8.94K -205 -3%
GCMG
1493
Gyroscope Capital Management Group
Florida
$292K +$340K +7,800 New
MBTD
1494
Mechanics Bank - Trust Department
California
$292K -$1.09K -25 -0.3%
CWS
1495
Confluence Wealth Services
Pennsylvania
$290K -$349 -8 -0.1%
Financial Engines Advisors
1496
Financial Engines Advisors
California
$290K -$39.8K -914 -11%
PWA
1497
Physician Wealth Advisors
Utah
$290K
LFA
1498
Legacy Financial Advisors
Kentucky
$288K +$23.1K +531 +7%
MA
1499
MKT Advisors
California
$287K -$37.4K -857 -10%
PAM
1500
PVG Asset Management
Colorado
$287K -$74.9K -1,718 -18%