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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BLC
1651
Brown, Lisle/Cummings
Rhode Island
$692K
IF
1652
Intrua Financial
Texas
$692K +$74.9K +863 +13%
PMWMG
1653
Parr McKnight Wealth Management Group
Minnesota
$691K -$2.87K -33 -0.4%
AAS
1654
Annex Advisory Services
Wisconsin
$691K +$121K +1,391 +23%
ST
1655
Spinnaker Trust
Maine
$690K
MFG
1656
Magnus Financial Group
New York
$690K +$39.7K +457 +7%
VP
1657
Verum Partners
North Carolina
$689K -$1.04K -12 -0.2%
SCA
1658
Sippican Capital Advisors
Massachusetts
$687K -$64.2K -740 -9%
CH
1659
CDKV Holdings
Colorado
$687K +$69.6K +802 New
EGA
1660
E&G Advisors
Texas
$685K
TCM
1661
Tradewinds Capital Management
Washington
$685K
EFA
1662
Evernest Financial Advisors
Indiana
$685K +$158K +1,823 +34%
PCI
1663
Pacifica Capital Investments
Texas
$684K
GAA
1664
Global Assets Advisory
Florida
$683K
MAG
1665
MRA Advisory Group
New Jersey
$682K +$51.1K +589 +9%
LRPA
1666
L. Roy Papp & Associates
Arizona
$681K
ESC
1667
Eurizon SLJ Capital
$680K +$634K +7,301 New
SRC
1668
Shufro Rose & Co
New York
$680K -$226K -2,606 -26%
MW
1669
MBL Wealth
North Carolina
$679K +$109K +1,250 +21%
RRA
1670
Red Reef Advisors
Florida
$676K +$629K +7,250 New
IIC
1671
Ironwood Investment Counsel
Arizona
$674K -$3.56K -41 -0.6%
DMBA
1672
Deseret Mutual Benefit Administrators
Utah
$674K -$39.9K -460 -6%
DA
1673
Doliver Advisors
Texas
$673K -$39.4K -454 -6%
AFT
1674
Alpha Family Trust
California
$673K
BFP
1675
Birchwood Financial Partners
Minnesota
$671K +$625K +7,200 New