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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SA
1526
SPWM Advisors
Michigan
$779K -$174K -2,171 -20%
EPW
1527
Elevated Private Wealth
Wisconsin
$776K +$754K +9,387 New
RWA
1528
River Wealth Advisors
Pennsylvania
$775K -$9.08K -113 -1%
VA
1529
Valmark Advisers
Ohio
$773K +$37.9K +472 +5%
FPB
1530
First PREMIER Bank
South Dakota
$773K -$4.1K -51 -0.5%
MSFS
1531
Main Street Financial Solutions
Pennsylvania
$773K -$2.89K -36 -0.4%
ICP
1532
Interchange Capital Partners
Pennsylvania
$771K +$149K +1,849 +25%
ST
1533
Smithfield Trust
Pennsylvania
$771K -$9.08K -113 -1%
ISFAN
1534
Investor's Fiduciary Advisor Network
Washington
$770K -$20.7K -257 -3%
SFG
1535
Stonebridge Financial Group
California
$770K +$750K +9,329 New
EA
1536
Everpar Advisors
Oklahoma
$768K -$1.04K -13 -0.1%
DG
1537
DMC Group
Alabama
$765K -$137K -1,707 -16%
PWM
1538
Prentice Wealth Management
New York
$765K -$2.73K -34 -0.4%
CFG
1539
Capital Financial Group
Colorado
$764K +$743K +9,248 New
PWP
1540
Ponta Wealth Partners
Florida
$764K +$235K +2,930 +46%
CIA
1541
Cape Investment Advisory
Georgia
$761K +$4.82K +60 +0.7%
LCM
1542
Legato Capital Management
California
$758K -$214K -2,668 -23%
FHC
1543
First Heartland Consultants
Missouri
$757K +$378K +4,701 +105%
GS
1544
GTS Securities
Florida
$757K -$1.16M -14,472 -61%
JC
1545
Jacobs & Co
California
$757K – – –
TIA
1546
Teucrium Investment Advisors
Vermont
$755K +$734K +9,137 New
CWS
1547
Confluence Wealth Services
Pennsylvania
$753K +$201K +2,502 +38%
TH
1548
TCTC Holdings
Texas
$752K +$120K +1,496 +20%
ATS
1549
Ashton Thomas Securities
New York
$749K +$62.8K +781 +9%
AFP
1550
Ausdal Financial Partners
Iowa
$747K -$396K -4,931 -35%