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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
NIM
1601
Nexus Investment Management
Ontario, Canada
$243K
PWMG
1602
Provence Wealth Management Group
California
$243K +$283K +6,491 New
SWM
1603
Stockman Wealth Management
Montana
$241K -$10.4K -239 -4%
IWP
1604
Icon Wealth Partners
Texas
$241K +$281K +6,453 New
RWMG
1605
Redwood Wealth Management Group
New Jersey
$241K +$281K +6,443 New
EWA
1606
ERTS Wealth Advisors
Michigan
$240K -$29.1K -668 -9%
SQA
1607
Simon Quick Advisors
New Jersey
$239K +$279K +6,395 New
FIM
1608
Fruth Investment Management
Texas
$239K -$17.4K -400 -6%
CFG
1609
CKW Financial Group
Hawaii
$239K +$8.72K +200 +3%
NRC
1610
New Republic Capital
North Carolina
$239K +$278K +6,382 New
CGH
1611
CMG Global Holdings
Texas
$238K +$87 +2 +0%
CPCM
1612
Cardinal Point Capital Management
Ontario, Canada
$237K +$277K +6,347 New
CPWMP
1613
Cardinal Point Wealth Management Partners
California
$237K +$277K +6,347 New
TAM
1614
Tucker Asset Management
Colorado
$237K +$36.9K +847 +15%
RAM
1615
Readystate Asset Management
Illinois
$236K +$275K +6,314 New
TCWA
1616
Ten Capital Wealth Advisors
Washington
$236K
UWPG
1617
Ullmann Wealth Partners Group
Florida
$236K +$9.68K +222 +4%
BAM
1618
Brave Asset Management
New Jersey
$236K
CCB
1619
Cutter & Co Brokerage
Missouri
$235K -$351K -8,063 -56%
QPBE
1620
Quintet Private Bank (Europe)
Luxembourg
$235K +$274K +6,278 New
DSC
1621
Duncker Streett & Co
Missouri
$234K +$436 +10 +0.2%
EFSCE
1622
Enterprise Financial Services Corp (EFSC)
Missouri
$233K -$33.9K -778 -11%
CC
1623
Copperleaf Capital
North Carolina
$233K +$272K +6,232 New
CCIA
1624
Cherry Creek Investment Advisors
Colorado
$233K +$1.22K +28 +0.5%
MIA
1625
Milestone Investment Advisors
Wisconsin
$233K +$271K +6,223 New