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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MCM
1726
Mengis Capital Management
Oregon
$513K -$12.1K -149 -2%
KCFA
1727
Key Client Fiduciary Advisors
New Jersey
$511K +$730 +9 +0.1%
BWP
1728
Baldwin Wealth Partners
Massachusetts
$511K – – –
BWAM
1729
Boyd Watterson Asset Management
Ohio
$510K -$10.9K -134 -2%
VCP
1730
Verus Capital Partners
Arizona
$509K -$15.9K -196 -3%
HWM
1731
Hohimer Wealth Management
Washington
$509K +$405 +5 +0.1%
FAM
1732
Formidable Asset Management
Ohio
$507K +$113K +1,399 +28%
WPWM
1733
Western Pacific Wealth Management
Illinois
$507K – – –
MW
1734
MBL Wealth
North Carolina
$506K +$13K +160 +3%
RWPA
1735
Richard W. Paul & Associates
Michigan
$506K -$25.7K -317 -5%
SPWM
1736
Spartan Planning & Wealth Management
North Carolina
$506K -$75.3K -929 -13%
FNBOH
1737
First National Bank of Hutchinson
Kansas
$505K – – –
SMWM
1738
Silvia McColl Wealth Management
California
$505K -$1.86K -23 -0.4%
MSAM
1739
Moloney Securities Asset Management
Missouri
$505K +$78.7K +971 +19%
Annex Advisory Services
1740
Annex Advisory Services
Wisconsin
$505K +$1.22K +15 +0.2%
BMWS
1741
Brady Martz Wealth Solutions
North Dakota
$504K +$162 +2 +0%
SFO
1742
Stokes Family Office
Louisiana
$504K -$4.14K -51 -0.8%
KSWA
1743
Kathleen S. Wright Associates
Pennsylvania
$503K – – –
PCG
1744
PFC Capital Group
California
$502K +$25.8K +318 +6%
NFP
1745
Narus Financial Partners
Utah
$502K +$54.1K +667 +13%
VWA
1746
Visionary Wealth Advisors
Illinois
$501K -$272K -3,356 -36%
HCWM
1747
Hidden Cove Wealth Management
Washington
$499K +$9.65K +119 +2%
FCFC
1748
First Citizens Financial Corp
Iowa
$498K -$487 -6 -0.1%
AWA
1749
Alaska Wealth Advisors
Alaska
$496K -$16.6K -205 -3%
PTB
1750
Pioneer Trust Bank
Oregon
$495K – – –