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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WJA
1601
Willis Johnson & Associates
Texas
$221K +$200K +5,656 New
SHGA
1602
Sand Hill Global Advisors
California
$221K +$200K +5,663 New
NL
1603
NWAM LLC
Washington
$221K +$201K +5,667 New
NSB
1604
Norway Savings Bank
Maine
$220K -$11.2K -315 -5%
MIM
1605
MTM Investment Management
South Carolina
$220K +$200K +5,636 New
LFA
1606
Legacy Financial Advisors
Kentucky
$219K +$199K +5,612 New
LW
1607
Linscomb Wealth
Texas
$219K +$199K +5,612 New
AMC
1608
Asset Management Corp
Illinois
$218K -$239K -6,745 -55%
BWA
1609
BDO Wealth Advisors
Florida
$218K +$172K +4,871 +696%
ATFA
1610
All Terrain Financial Advisors
Minnesota
$217K +$196K +5,550 New
WA
1611
Wealth Architects
California
$217K +$196K +5,550 New
SWA
1612
Sutton Wealth Advisors
Florida
$217K +$743 +21 +0.4%
SNBOSD
1613
Security National Bank of So Dak
Iowa
$216K +$196K +5,531 New
FHC
1614
First Heartland Consultants
Missouri
$216K +$196K +5,538 New
MJRIC
1615
Mogy Joel R Investment Counsel
California
$215K +$195K +5,500 New
OWA
1616
Opal Wealth Advisors
New York
$215K +$195K +5,503 New
KFP
1617
KMG Fiduciary Partners
Ohio
$215K +$195K +5,510 New
BONST
1618
Bank of Nova Scotia Trust
Ontario, Canada
$214K -$71K -2,005 -27%
SGI
1619
Summit Global Investments
Utah
$214K +$194K +5,466 New
MPCG
1620
Matrix Private Capital Group
New York
$214K +$194K +5,476 New
AC
1621
Athanor Capital
New York
$213K -$1.76M -49,577 -90%
KWM
1622
Keebeck Wealth Management
Illinois
$212K +$192K +5,419 New
RW
1623
REDW Wealth
New Mexico
$212K +$192K +5,421 New
AB
1624
Atlas Brown
Kentucky
$212K +$192K +5,437 New
PCH
1625
PGIM Custom Harvest
New Jersey
$211K +$191K +5,403 New