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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
NFP
1701
Narus Financial Partners
Utah
$300K +$1.47K +28 +0.5%
MPCG
1702
Matrix Private Capital Group
New York
$300K +$680 +13 +0.3%
CD
1703
Chapin Davis
Maryland
$299K -$13.7K -262 -5%
PP
1704
Pegasus Partners
Wisconsin
$299K +$15K +287 +6%
AAS
1705
Annex Advisory Services
Wisconsin
$298K +$269K +5,142 New
NRC
1706
New Republic Capital
North Carolina
$297K -$93K -1,778 -26%
BWA
1707
Burt Wealth Advisors
Maryland
$297K
OFG
1708
Oxford Financial Group
Indiana
$296K +$18.5K +354 +7%
WSFS
1709
Wilmington Savings Fund Society
Delaware
$296K +$268K +5,114 New
WPP
1710
Whalerock Point Partners
Rhode Island
$296K
BGAI
1711
Bruce G. Allen Investments
Colorado
$296K -$36.4K -696 -12%
CFO
1712
CVA Family Office
Colorado
$295K +$2.04K +39 +0.8%
BHIA
1713
Birch Hill Investment Advisors
Massachusetts
$294K +$266K +5,079 New
CSC
1714
Caldwell Sutter Capital
California
$294K -$9.05K -173 -3%
VF
1715
Vest Financial
Virginia
$294K +$265K +5,070 New
CCM
1716
Check Capital Management
California
$293K -$94.2K -1,800 -26%
Bank Julius Baer & Co
1717
Bank Julius Baer & Co
Switzerland
$293K -$314 -6 -0.1%
FC
1718
Forte Capital
New York
$293K -$15.3K -292 -5%
MA
1719
MKT Advisors
California
$293K -$145K -2,769 -35%
CWG
1720
Cornerstone Wealth Group
North Carolina
$292K +$264K +5,039 New
MAG
1721
Mokosak Advisory Group
Iowa
$291K +$36.8K +704 +16%
ITIM
1722
Indiana Trust & Investment Management
Indiana
$291K
AIA
1723
Alternative Investment Advisors
Florida
$291K +$157 +3 +0.1%
FAG
1724
Financial Architects (Georgia)
Georgia
$290K +$262K +5,002 New
VV
1725
Verity & Verity
South Carolina
$290K -$236K -4,509 -47%