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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
HR
1676
Howe & Rusling
New York
$309K -$51.8K -991 -16%
First Command Advisory Services
1677
First Command Advisory Services
Texas
$309K +$5.39K +103 +2%
HWM
1678
Hohimer Wealth Management
Washington
$309K +$278K +5,323 New
MFWP
1679
Mosaic Family Wealth Partners
Missouri
$308K -$628 -12 -0.2%
PMSA
1680
Patrick M. Sweeney & Associates
Illinois
$308K +$37.9K +725 +16%
CC
1681
Constitution Capital
Connecticut
$307K – – –
RP
1682
Raelipskie Partnership
Ontario, Canada
$307K – – –
MSWM
1683
McGlone Suttner Wealth Management
Wisconsin
$306K -$32.7K -625 -11%
CT
1684
Coastline Trust
Rhode Island
$306K +$18.7K +357 +7%
WCM
1685
Wallace Capital Management
Texas
$305K – – –
BWA
1686
Brave Warrior Advisors
New York
$304K – – –
RWA
1687
Redhawk Wealth Advisors
Minnesota
$304K +$889 +17 +0.3%
EI
1688
Ellevest Inc
New York
$304K +$274K +5,237 New
GWMI
1689
Guardian Wealth Management (Illinois)
Illinois
$303K -$13.9K -265 -5%
Advisory Alpha
1690
Advisory Alpha
Michigan
$303K +$4.66K +89 +2%
MFG
1691
Magnus Financial Group
New York
$302K -$5.28K -101 -2%
CA
1692
Crewe Advisors
Utah
$302K +$273K +5,211 New
BMMM
1693
Boston Mountain Money Management
Arkansas
$302K +$273K +5,210 New
LPT
1694
Legacy Private Trust
Wisconsin
$302K -$49.4K -945 -15%
Loring Wolcott & Coolidge Fiduciary Advisors
1695
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$301K -$89.5K -1,710 -26%
Pine Valley Investments
1696
Pine Valley Investments
New Jersey
$301K -$142K -2,710 -34%
LRIA
1697
Leonard Rickey Investment Advisors
Washington
$300K +$41.4K +791 +18%
BCM
1698
BluePath Capital Management
Georgia
$300K +$271K +5,182 New
SL
1699
Salomon & Ludwin
Virginia
$300K -$3.56K -68 -1%
NFP
1700
Narus Financial Partners
Utah
$300K +$1.47K +28 +0.5%