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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EIG
1776
Ellenbecker Investment Group
Wisconsin
$265K +$19.5K +373 +9%
OWA
1777
Octavia Wealth Advisors
Ohio
$265K -$5.39K -103 -2%
PSC
1778
Prentiss Smith & Co
Vermont
$264K – – –
WAAG
1779
Wealth Alliance Advisory Group
Kansas
$264K – – –
HP
1780
Holistic Planning
Texas
$263K -$3.66K -70 -2%
MWA
1781
Monograph Wealth Advisors
California
$261K +$235K +4,500 New
ANB
1782
Amarillo National Bank
Texas
$260K -$3.61K -69 -2%
PAG
1783
Powers Advisory Group
Illinois
$260K -$54.8K -1,047 -19%
AWA
1784
Amplius Wealth Advisors
Pennsylvania
$259K -$15.5K -296 -6%
MFA
1785
Mayflower Financial Advisors
Massachusetts
$259K +$1.26K +24 +0.5%
AMBIA
1786
Allen Mooney & Barnes Investment Advisors
Georgia
$259K -$26K -497 -10%
BCM
1787
Buckhead Capital Management
Georgia
$259K – – –
JLBC
1788
J.L. Bainbridge & Co
Florida
$258K – – –
BIC
1789
Beach Investment Counsel
Pennsylvania
$258K – – –
WCA
1790
Waypoint Capital Advisors
Minnesota
$257K +$7.74K +148 +3%
JWWM
1791
Johnson & White Wealth Management
Pennsylvania
$257K -$42.5K -813 -15%
ACA
1792
Affinity Capital Advisors
California
$257K -$2.67K -51 -1%
LFA
1793
Laraway Financial Advisors
Minnesota
$257K +$52 +1 +0%
PCMC
1794
Private Capital Management (Colorado)
Colorado
$256K +$231K +4,420 New
FCFC
1795
First Citizens Financial Corp
Iowa
$256K +$5.55K +106 +2%
AO
1796
Advisor OS
Illinois
$256K -$143K -2,737 -38%
FOA
1797
Five Oceans Advisors
California
$255K +$889 +17 +0.4%
HA
1798
HC Advisors
Georgia
$254K -$31.7K -605 -12%
MCP
1799
Mirador Capital Partners
California
$254K +$8.21K +157 +4%
FWTB
1800
First Western Trust Bank
Colorado
$252K -$3.77K -72 -2%