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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CP
1751
Canopy Partners
Ohio
$240K +$211K +4,881 New
WH
1752
Willner & Heller
California
$240K +$211K +4,878 New
ACC
1753
Acorn Creek Capital
Colorado
$240K +$210K +4,875 New
TCWA
1754
Turtle Creek Wealth Advisors
Texas
$240K +$210K +4,868 New
PP
1755
Pegasus Partners
Wisconsin
$240K -$96K -2,224 -31%
RPWA
1756
Regent Peak Wealth Advisors
Georgia
$239K +$210K +4,859 New
WAM
1757
Walker Asset Management
Missouri
$239K +$210K +4,856 New
HKIM
1758
Hayek Kallen Investment Management
Alabama
$239K +$210K +4,860 New
SI
1759
Saxon Interests
Texas
$238K +$209K +4,838 New
Kayne Anderson Rudnick Investment Management
1760
Kayne Anderson Rudnick Investment Management
California
$238K +$20.2K +469 +11%
OL
1761
Optas LLC
Texas
$238K +$208K +4,827 New
AT
1762
Arden Trust
Delaware
$237K +$207K +4,805 New
NMG
1763
New Millennium Group
Utah
$236K -$146K -3,390 -41%
SPIS
1764
Steward Partners Investment Solutions
Oregon
$236K +$207K +4,796 New
AWA
1765
Amplius Wealth Advisors
Pennsylvania
$235K -$5.35K -124 -3%
OFG
1766
Oxford Financial Group
Indiana
$234K -$92.3K -2,139 -31%
IGWM
1767
ICA Group Wealth Management
Colorado
$234K +$205K +4,758 New
MCCP
1768
Mission Creek Capital Partners
California
$233K -$13.7K -318 -6%
MSAM
1769
Moloney Securities Asset Management
Missouri
$233K +$204K +4,724 New
1CP
1770
17 Capital Partners
Arizona
$232K +$204K +4,716 New
GFS
1771
GYL Financial Synergies
Connecticut
$232K +$203K +4,715 New
ORC
1772
O'Rourke & Company
Massachusetts
$232K +$203K +4,714 New
CW
1773
CreativeOne Wealth
Kansas
$232K +$204K +4,718 New
BFO
1774
Boston Family Office
Massachusetts
$231K +$203K +4,698 New
SWM
1775
Stockman Wealth Management
Montana
$231K -$43.2K -1,000 -18%