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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
Simmons Bank
1676
Simmons Bank
Arkansas
$474K -$7.51K -100 -1%
LA
1677
Lynch & Associates
Indiana
$473K -$901 -12 -0.2%
Peak Retirement Planning
1678
Peak Retirement Planning
Ohio
$473K +$495K +6,587 New
CVA Family Office
1679
CVA Family Office
Colorado
$472K +$45.2K +602 +10%
Mengis Capital Management
1680
Mengis Capital Management
Oregon
$471K +$3.75K +50 +0.8%
Trek Financial
1681
Trek Financial
Arizona
$470K +$491K +6,545 New
Keystone Financial Group (Kentucky)
1682
Keystone Financial Group (Kentucky)
Kentucky
$467K -$76.7K -1,022 -14%
AA
1683
Alpha Advisors
Virginia
$466K +$12.3K +164 +3%
RLH
1684
RD Lewis Holdings
Florida
$466K +$26.3K +350 +6%
Sawgrass Asset Management
1685
Sawgrass Asset Management
Florida
$466K +$487K +6,493 New
MADFP
1686
Michael A Dubis Financial Planning
Wisconsin
$466K – – –
AWP
1687
Axis Wealth Partners
Rhode Island
$465K +$751 +10 +0.2%
AC
1688
ASB Consultores
Florida
$465K -$387K -5,157 -44%
LC
1689
Lincoln Capital
Nebraska
$464K +$75 +1 +0%
TIA
1690
Traphagen Investment Advisors
New Jersey
$463K +$40.4K +538 +9%
TGAM
1691
TBH Global Asset Management
Tennessee
$462K +$16.9K +225 +4%
Founders Financial Alliance
1692
Founders Financial Alliance
North Carolina
$461K -$38.6K -514 -7%
CAM
1693
Campion Asset Management
Virginia
$460K -$75.8K -1,010 -14%
Redwood Investment Management
1694
Redwood Investment Management
Arizona
$459K +$480K +6,397 New
RWPA
1695
Richard W. Paul & Associates
Michigan
$458K -$4.36K -58 -0.9%
MAG
1696
M3 Advisory Group
Massachusetts
$456K +$15K +200 +3%
ZIG
1697
Zullo Investment Group
Pennsylvania
$454K +$11K +147 +2%
EFA
1698
Evernest Financial Advisors
Indiana
$453K +$72.3K +963 +18%
FRA
1699
Front Row Advisors
California
$452K – – –
LWM
1700
Lakeridge Wealth Management
Ohio
$451K +$8.93K +119 +2%