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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MC
1726
Middleton & Co
Massachusetts
$240K -$10.3K -210 -4%
CCG
1727
Ceeto Capital Group
Florida
$240K
MJP
1728
Michael J. Puzo
$240K
VDI
1729
Vaughan David Investments
Illinois
$238K
HCM
1730
Hollencrest Capital Management
California
$237K -$45.6K -926 -16%
NSB
1731
Norway Savings Bank
Maine
$237K -$24.6K -500 -9%
SSWM
1732
Smith Salley Wealth Management
North Carolina
$237K
CWM
1733
Chesapeake Wealth Management
Virginia
$236K
HR
1734
Hardy Reed
Mississippi
$236K
BCA
1735
Biltmore Capital Advisors
New Jersey
$236K +$9.3K +189 +4%
PFBT
1736
Parkside Financial Bank & Trust
Missouri
$235K +$60.4K +1,227 +33%
AWC
1737
Abundance Wealth Counselors
Pennsylvania
$235K +$241K +4,889 New
KP
1738
Keel Point
Alabama
$234K +$240K +4,875 New
BMO
1739
Beck Mack & Oliver
New York
$233K -$962K -19,535 -80%
JLBC
1740
J.L. Bainbridge & Co
Florida
$233K -$44.3K -900 -16%
FA
1741
Fermata Advisors
California
$233K +$11.8K +239 +5%
TH
1742
TCTC Holdings
Texas
$232K -$14.3K -290 -6%
BWM
1743
Buckley Wealth Management
Nevada
$232K +$238K +4,828 New
UBV
1744
United Bank (Virginia)
Virginia
$231K
LWM
1745
Laidlaw Wealth Management
New York
$231K +$18.1K +368 +8%
FCA
1746
FinTrust Capital Advisors
South Carolina
$231K +$40.3K +818 +20%
MFG
1747
Mission Financial Group
Nevada
$230K +$122K +2,472 New
ACM
1748
Alta Capital Management
Utah
$230K -$19.7K -400 -8%
WWM
1749
Wolff Wiese Magana
California
$230K +$6.99K +142 +3%
CCM
1750
Chiron Capital Management
Florida
$229K -$143K -2,900 -38%