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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
RDWM
1651
Red Door Wealth Management
Tennessee
$344K +$30.5K +540 +10%
LWM
1652
LongView Wealth Management
Georgia
$342K +$4.47K +79 +1%
SIA
1653
SeaBridge Investment Advisors
New Jersey
$341K – – –
SMWM
1654
Silvia McColl Wealth Management
California
$341K +$113 +2 +0%
KNW
1655
Kesler Norman & Wride
Utah
$341K +$2.49K +44 +0.7%
Candriam SCA
1656
Candriam SCA
Luxembourg
$341K – – –
SFS
1657
Stiles Financial Services
Minnesota
$340K +$2.21K +39 +0.7%
CC
1658
Callan Capital
California
$340K +$12.4K +220 +4%
SWM
1659
Silverlake Wealth Management
Vermont
$340K -$4.13K -73 -1%
1WA
1660
180 Wealth Advisors
Washington
$340K +$4.24K +75 +1%
WF
1661
WoodTrust Financial
Wisconsin
$339K +$59.3K +1,049 +21%
JAIC
1662
Josh Arnold Investment Consultant
Minnesota
$339K – – –
BEW
1663
Burton Enright Welch
California
$339K – – –
AF
1664
Arrow Financial
New York
$338K -$566 -10 -0.2%
DWAM
1665
Duncan Williams Asset Management
Tennessee
$338K +$338K +5,981 New
IAG
1666
Investment Advisory Group
Massachusetts
$338K +$5.26K +93 +2%
F.L. Putnam Investment Management
1667
F.L. Putnam Investment Management
Massachusetts
$337K -$26.9K -475 -7%
SFI
1668
SPC Financial Inc
Maryland
$336K -$679 -12 -0.2%
AWM
1669
Ariadne Wealth Management
California
$335K +$272K +4,805 New
FCA
1670
FinTrust Capital Advisors
South Carolina
$335K +$31.9K +564 +11%
AP
1671
Atwood & Palmer
Missouri
$335K – – –
OLA
1672
Oliver Luxxe Assets
New Jersey
$333K -$2.21K -39 -0.7%
PTB
1673
Pioneer Trust Bank
Oregon
$333K – – –
AFA
1674
AA Financial Advisors
Ohio
$333K -$26.6K -470 -7%
Advisory Alpha
1675
Advisory Alpha
Michigan
$332K +$21.4K +378 +7%