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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MA
1826
Mezzasalma Advisors
New Jersey
$258K +$16.7K +295 +7%
BHWM
1827
Bar Harbor Wealth Management
New Hampshire
$258K -$48.1K -851 -16%
PSC
1828
Prentiss Smith & Co
Vermont
$258K
WAAG
1829
Wealth Alliance Advisory Group
Kansas
$257K
AAS
1830
Annex Advisory Services
Wisconsin
$257K
SAM
1831
Secure Asset Management
Michigan
$256K +$257K +4,537 New
4WM
1832
49 Wealth Management
Texas
$256K +$256K +4,532 New
DTL
1833
Dynamic Technology Lab
Singapore
$256K +$256K +4,527 New
FOA
1834
Five Oceans Advisors
California
$256K -$61.7K -1,091 -19%
FFA
1835
Florida Financial Advisors
Florida
$254K +$49.9K +882 +24%
BFA
1836
Bill Few Associates
Pennsylvania
$253K +$6.62K +117 +3%
TWA
1837
Talisman Wealth Advisors
New Jersey
$253K -$11K -195 -4%
CA
1838
CoreCap Advisors
Michigan
$252K +$252K +4,460 New
SI
1839
Seeds Investor
New York
$252K +$252K +4,454 New
CPC
1840
Consolidated Planning Corp
Georgia
$251K +$28.7K +507 +13%
ACA
1841
Affinity Capital Advisors
California
$250K +$57 +1 +0%
LFA
1842
Laraway Financial Advisors
Minnesota
$250K
EIG
1843
Ellenbecker Investment Group
Wisconsin
$250K +$9.28K +164 +4%
SI
1844
Saxon Interests
Texas
$250K -$9.84K -174 -4%
ADL
1845
Asset Dedication LLC
California
$249K +$2.04K +36 +0.8%
GCP
1846
GSA Capital Partners
United Kingdom
$249K -$30.4K -538 -11%
PC
1847
Prairiewood Capital
North Dakota
$249K
KLWA
1848
Kelly Lawrence W & Associates
California
$249K +$136K +2,400 +120%
Kayne Anderson Rudnick Investment Management
1849
Kayne Anderson Rudnick Investment Management
California
$249K +$57.3K +1,013 +30%
OWA
1850
Octavia Wealth Advisors
Ohio
$248K -$13.9K -246 -5%