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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
FAM
1576
Formidable Asset Management
Ohio
$420K +$448K +8,561 New
APG
1577
Abacus Planning Group
South Carolina
$419K +$1.89K +36 +0.5%
ACM
1578
AlphaStar Capital Management
North Carolina
$417K +$48.9K +933 +14%
JWCA
1579
J.W. Cole Advisors
Florida
$417K +$405K +7,742 New
RWA
1580
Ropes Wealth Advisors
Massachusetts
$414K -$1.03M -19,717 -72%
HL
1581
HeadInvest LLC
Maine
$414K +$50.8K +970 +14%
BA
1582
Bristlecone Advisors
Washington
$414K +$403K +7,696 New
SDAM
1583
Shulman DeMeo Asset Management
New York
$414K +$403K +7,702 New
Financial Engines Advisors
1584
Financial Engines Advisors
California
$413K -$1.15K -22 -0.3%
HFRG
1585
Houlihan Financial Resource Group
Virginia
$413K +$403K +7,685 New
SWM
1586
Segment Wealth Management
Texas
$412K +$401K +7,658 New
SG
1587
StoneX Group
New York
$411K +$77.8K +1,486 +24%
EGA
1588
E&G Advisors
Texas
$409K
PFS
1589
Physicians Financial Services
North Carolina
$409K +$52 +1 +0%
MSAM
1590
Moloney Securities Asset Management
Missouri
$409K +$53.2K +1,016 +15%
HFG
1591
Heron Financial Group
New York
$409K +$447K +8,527 New
WA
1592
WBH Advisory
Maryland
$408K -$10.4K -199 -3%
OAM
1593
Occidental Asset Management
California
$408K +$1.57K +30 +0.4%
MW
1594
Marcum Wealth
Ohio
$408K +$398K +7,592 New
FHC
1595
First Heartland Consultants
Missouri
$407K +$37.8K +721 +11%
VAM
1596
Verity Asset Management
North Carolina
$406K +$41.7K +797 +12%
PIA
1597
Powell Investment Advisors
Florida
$406K +$395K +7,544 New
BCP
1598
Blue Chip Partners
Michigan
$405K -$58.6K -1,118 -13%
PP
1599
PagnatoKarp Partners
Virginia
$405K -$7.28K -139 -2%
IHL
1600
Investment House LLC
California
$405K +$14.5K +276 +4%