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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BFG
1601
Bouchey Financial Group
New York
$652K -$1.37K -16 -0.2%
SB
1602
Sunflower Bank
Texas
$652K -$7.3K -85 -1%
WA
1603
Wealth Architects
California
$650K -$7.9K -92 -1%
BMCM
1604
Bryn Mawr Capital Management
Pennsylvania
$649K +$231K +2,695 +49%
CG
1605
CFO4Life Group
Texas
$642K +$75K +873 +12%
FFA
1606
First Foundation Advisors
California
$641K +$43.3K +504 +7%
OWIM
1607
Old West Investment Management
California
$640K
SFB
1608
STAR Financial Bank
Indiana
$637K +$298K +3,468 +76%
OGC
1609
Oak Grove Capital
New Hampshire
$637K -$128K -1,493 -16%
PI
1610
Parkside Investments
Illinois
$637K
SAM
1611
Sawgrass Asset Management
Florida
$636K +$36.2K +421 +6%
EW
1612
Elyxium Wealth
California
$635K +$25.3K +295 +4%
WTFG
1613
Wood Tarver Financial Group
Idaho
$634K +$18.6K +217 +3%
PAW
1614
Plan A Wealth
Nebraska
$631K -$6.79K -79 -1%
KCAM
1615
Kagan Cocozza Asset Management
New Jersey
$630K -$24.9K -290 -4%
CA
1616
Claro Advisors
Massachusetts
$629K +$7.47K +87 +1%
FFP
1617
FourThought Financial Partners
Florida
$629K -$54.1K -630 -7%
AAS
1618
Annex Advisory Services
Wisconsin
$628K +$40.4K +470 +6%
FWI
1619
Facet Wealth Inc
Maryland
$624K -$28.2K -328 -4%
BOSSRA
1620
B.O.S.S. Retirement Advisors
Utah
$623K -$89.8K -1,046 -12%
LJAC
1621
L.J. Altfest & Co
New York
$623K -$212K -2,474 -24%
EWA
1622
Elevate Wealth Advisory
Georgia
$622K +$2.83K +33 +0.4%
FWTB
1623
First Western Trust Bank
Colorado
$621K -$429 -5 -0.1%
SAG
1624
SageView Advisory Group
California
$621K -$462K -5,381 -41%
ZI
1625
ZEGA Investments
Florida
$618K -$515 -6 -0.1%