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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
KP
1651
Keel Point
Alabama
$287K
CTI
1652
Community Trust & Investment
Kentucky
$287K +$5.23K +111 +2%
AFM
1653
Andesa Financial Management
Pennsylvania
$287K +$50K +1,061 +23%
CCG
1654
Chatham Capital Group
Georgia
$286K -$130K -2,750 -33%
5L
1655
55I LLC
Massachusetts
$286K
MJRIC
1656
Mogy Joel R Investment Counsel
California
$286K
WG
1657
Welch Group
Alabama
$286K
LWM
1658
Lyell Wealth Management
California
$283K
DDPIC
1659
Deroy & Devereaux Private Investment Counsel
Michigan
$280K
HR
1660
Hardy Reed
Mississippi
$280K
KFGK
1661
Keystone Financial Group (Kentucky)
Kentucky
$279K -$6.27K -133 -2%
HTHT
1662
Hemenway Trust Hemenway Trust
New Hampshire
$279K +$261K +5,532 New
HFP
1663
Holistic Financial Partners
Indiana
$278K -$59.6K -1,265 -19%
UWPG
1664
Ullmann Wealth Partners Group
Florida
$278K
BP
1665
BBR Partners
New York
$278K +$4.05K +86 +2%
PMFA
1666
Plante Moran Financial Advisors
Michigan
$277K -$43.3K -920 -14%
OWA
1667
One Wealth Advisors
California
$277K -$40.3K -856 -13%
SC
1668
Saybrook Capital
North Carolina
$277K
PFO
1669
Pathstone Family Office
New Jersey
$276K -$575K -12,200 -69%
FAG
1670
Financial Advisory Group
Texas
$276K +$2.35K +50 +0.9%
JHP
1671
James Hambro & Partners
United Kingdom
$274K +$256K +5,426 New
CCFCSB
1672
Cape Cod Five Cents Savings Bank
Massachusetts
$273K -$23.6K -500 -8%
WWM
1673
Willingdon Wealth Management
North Carolina
$273K +$3.82K +81 +2%
WPIC
1674
White Pine Investment Company
Michigan
$273K +$7.73K +164 +3%
HFA
1675
Huber Financial Advisors
Illinois
$272K