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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AW
1576
Avion Wealth
Texas
$205K – – –
TFS
1577
TrustCore Financial Services
Tennessee
$205K +$41.3K +971 +16%
BCA
1578
Bray Capital Advisors
Florida
$204K -$16.6K -391 -5%
Dana Investment Advisors
1579
Dana Investment Advisors
Wisconsin
$204K +$17.4K +410 +6%
AFS
1580
Axiom Financial Strategies
Indiana
$204K +$302K +7,103 New
IHL
1581
Investment House LLC
California
$202K -$21.3K -500 -7%
OWA
1582
One Wealth Advisors
California
$202K -$5.53K -130 -2%
FAB
1583
First American Bank
Illinois
$201K -$14.2K -335 -5%
ACM
1584
Adalta Capital Management
New York
$201K – – –
HFRG
1585
Houlihan Financial Resource Group
Virginia
$200K -$29.8K -700 -9%
LRPA
1586
L. Roy Papp & Associates
Arizona
$200K +$893 +21 +0.3%
JWCA
1587
J.W. Coons Advisors
Ohio
$200K +$295K +6,948 New
UAS
1588
United Asset Strategies
New York
$200K +$296K +6,970 New
AIM
1589
Arcadia Investment Management
Michigan
$197K -$21.3K -500 -7%
ME
1590
McIlrath & Eck
Washington
$197K +$73.8K +1,736 +34%
PMFA
1591
Plante Moran Financial Advisors
Michigan
$197K +$90.9K +2,139 +45%
HI
1592
Hendershot Investments
Virginia
$194K – – –
Pathstone Family Office
1593
Pathstone Family Office
New Jersey
$188K +$45.3K +1,066 +19%
SIS
1594
Sound Income Strategies
Florida
$184K +$249K +5,863 +1,045%
BWA
1595
Burt Wealth Advisors
Maryland
$178K – – –
VCP
1596
Verus Capital Partners
Arizona
$175K +$64.1K +1,508 +33%
CWP
1597
CFM Wealth Partners
Texas
$172K – – –
PAI
1598
Pittenger & Anderson Inc
Nebraska
$169K -$8.5K -200 -3%
NIM
1599
NuWave Investment Management
New Jersey
$166K -$344K -8,091 -58%
Balentine LLC
1600
Balentine LLC
Georgia
$166K +$87.5K +2,058 +55%