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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SL
1826
Salomon & Ludwin
Virginia
$370K
SSA
1827
Sierra Summit Advisors
Nevada
$370K -$9.01K -120 -2%
MFWP
1828
Mosaic Family Wealth Partners
Missouri
$369K -$17K -226 -4%
CTI
1829
Community Trust & Investment
Kentucky
$369K -$21.3K -284 -5%
EI
1830
Ellevest Inc
New York
$368K +$150 +2 +0%
FAIM
1831
Financial Advocates Investment Management
Washington
$368K -$88.1K -1,174 -19%
FMTC
1832
Farmers & Merchants Trust Company
California
$367K
MAG
1833
Mokosak Advisory Group
Iowa
$367K +$1.8K +24 +0.5%
GWWM
1834
Great Waters Wealth Management
Minnesota
$367K -$136K -1,809 -26%
VWA
1835
VSM Wealth Advisory
Maryland
$367K -$75.1K -1,000 -16%
WPP
1836
Whalerock Point Partners
Rhode Island
$367K
BWA
1837
Burt Wealth Advisors
Maryland
$366K
FHC
1838
First Heartland Consultants
Missouri
$366K +$95.3K +1,270 +33%
BHIA
1839
Birch Hill Investment Advisors
Massachusetts
$365K -$3.98K -53 -1%
GSWM
1840
Golden State Wealth Management
California
$364K -$7.28K -97 -2%
FFP
1841
FourThought Financial Partners
Florida
$364K -$19.4K -258 -5%
FC
1842
Forte Capital
New York
$364K +$37.5K +499 +11%
EL
1843
EWA LLC
Pennsylvania
$363K +$45.6K +608 +14%
APM
1844
Advanced Portfolio Management
New York
$362K +$379K +5,046 New
TF
1845
Tompkins Financial
New York
$362K +$8.41K +112 +2%
CS
1846
Candriam SCA
Luxembourg
$362K -$74.5K -992 -16%
TLFA
1847
True Link Financial Advisors
California
$362K +$378K +5,039 New
WH
1848
Willner & Heller
California
$361K +$1.88K +25 +0.5%
MJP
1849
Michael J. Puzo
$359K
RL
1850
Ruffer LLP
United Kingdom
$359K