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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MSFS
1626
Main Street Financial Solutions
Pennsylvania
$231K -$11.5K -268 -4%
CII
1627
Capital International Inc
California
$231K +$247K +5,755 New
CQS
1628
Credential Qtrade Securities
$230K +$246K +5,730 New
SSC
1629
Syverson Strege & Co
Iowa
$230K -$21.8K -508 -8%
PP
1630
Patten & Patten
Tennessee
$229K
LCS
1631
Levin Capital Strategies
New York
$228K -$43K -1,000 -15%
FNBOH
1632
First National Bank of Hutchinson
Kansas
$228K
PCMC
1633
Private Capital Management (Colorado)
Colorado
$228K +$15.6K +363 +7%
SA
1634
Shilanski & Associates
Alaska
$228K +$243K +5,657 New
SWM
1635
Silverlake Wealth Management
Vermont
$228K +$301 +7 +0.1%
BFM
1636
Boston Financial Management
Massachusetts
$227K -$51.6K -1,200 -18%
TFF
1637
The Family Firm
Maryland
$227K -$42.5K -989 -15%
MFG
1638
Magnus Financial Group
New York
$227K -$21.3K -495 -8%
DA
1639
Detalus Advisors
Missouri
$225K
IIC
1640
Integrated Investment Consultants
Michigan
$224K +$239K +5,565 New
PAG
1641
Powers Advisory Group
Illinois
$222K -$10.5K -244 -4%
VV
1642
Verity & Verity
South Carolina
$222K
VFP
1643
Verus Financial Partners
Virginia
$222K +$213K +4,966 New
HFRG
1644
Houlihan Financial Resource Group
Virginia
$222K +$232K +5,394 New
OAM
1645
Occidental Asset Management
California
$221K -$9.84K -229 -4%
PWM
1646
PBMares Wealth Management
Virginia
$221K
MPCG
1647
Matrix Private Capital Group
New York
$221K +$3.52K +82 +2%
HWA
1648
HHM Wealth Advisors
Tennessee
$220K -$73.3K -1,706 -24%
AA
1649
Advisory Alpha
Michigan
$220K -$25.1K -585 -10%
SGI
1650
Summit Global Investments
Utah
$220K