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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
1501
BlueStem Wealth Partners
Minnesota
$696K +$11.4K +158 +2%
DLA
1502
Douglas Lane & Associates
New York
$692K +$131K +1,817 +27%
CA
1503
Capital Advantage
California
$692K +$101K +1,399 +19%
VWM
1504
Venturi Wealth Management
Texas
$692K +$15.1K +209 +2%
PL
1505
Perpetual Ltd
Australia
$690K -$209K -2,902 -25%
AFP
1506
Ausdal Financial Partners
Iowa
$687K -$248K -3,445 -29%
Legacy Financial Group (Iowa)
1507
Legacy Financial Group (Iowa)
Iowa
$685K -$35.6K -494 -5%
ISFAN
1508
Investor's Fiduciary Advisor Network
Washington
$683K +$616K +8,537 New
CPA
1509
Capital Performance Advisors
California
$682K +$47.2K +654 +8%
SIM
1510
Sentry Investment Management
Wisconsin
$679K
ICP
1511
Interchange Capital Partners
Pennsylvania
$678K +$29.9K +415 +5%
EA
1512
Everpar Advisors
Oklahoma
$678K +$86.2K +1,195 +16%
AAS
1513
Ameritas Advisory Services
Nebraska
$677K -$754K -10,460 -55%
SSWM
1514
Sheets Smith Wealth Management
North Carolina
$677K -$136K -1,882 -18%
LCWP
1515
Legacy Capital Wealth Partners
Arkansas
$676K -$5.7K -79 -0.9%
AMG
1516
Advisors Management Group
Wisconsin
$676K -$22.7K -315 -4%
BFC
1517
Bedel Financial Consulting
Indiana
$676K -$45.5K -631 -7%
HBS
1518
Howard Bailey Securities
Indiana
$676K -$72 -1 -0%
AWM
1519
Aprio Wealth Management
Georgia
$675K +$195K +2,698 +47%
EGA
1520
Eagle Global Advisors
Texas
$674K
VA
1521
Valmark Advisers
Ohio
$673K -$361 -5 -0.1%
BWM
1522
Baron Wealth Management
Michigan
$672K +$102K +1,408 +20%
CA
1523
Claro Advisors
Massachusetts
$671K -$598K -8,298 -50%
SCP
1524
Sivia Capital Partners
California
$671K -$2.02K -28 -0.3%
NL
1525
NWAM LLC
Washington
$668K -$36.9K -512 -6%