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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SFS
1851
Stiles Financial Services
Minnesota
$482K +$2.65K +33 +0.6%
PPG
1852
Peak Planning Group
Colorado
$482K – – –
RPWA
1853
Regent Peak Wealth Advisors
Georgia
$480K +$3.62K +45 +0.8%
VEM
1854
Vann Equity Management
Texas
$477K -$2.41K -30 -0.5%
CAM
1855
Campion Asset Management
Virginia
$476K +$482 +6 +0.1%
MFC
1856
Morris Financial Concepts
South Carolina
$476K -$1.53K -19 -0.3%
PAMG
1857
Patton Albertson Miller Group
Tennessee
$476K -$321 -4 -0.1%
CCA
1858
Coign Capital Advisors
Utah
$476K +$462K +5,754 New
FHA
1859
Flagship Harbor Advisors
Massachusetts
$475K +$186K +2,317 +67%
GCM
1860
G2 Capital Management
Ohio
$474K – – –
SIC
1861
Samalin Investment Counsel
New York
$473K +$67.7K +843 +17%
SWA
1862
SFMG Wealth Advisors
Texas
$471K +$135K +1,683 +42%
SIAG
1863
Safeguard Investment Advisory Group
California
$471K +$70.4K +876 +18%
BFS
1864
BridgePort Financial Solutions
Iowa
$468K +$22.9K +285 +5%
SWA
1865
Sax Wealth Advisors
New Jersey
$467K +$33.5K +417 +8%
HKIM
1866
Hayek Kallen Investment Management
Alabama
$467K +$2.41K +30 +0.5%
TW
1867
Traveka Wealth
California
$467K +$8.2K +102 +2%
TIM
1868
Thompson Investment Management
Wisconsin
$467K +$3.13K +39 +0.7%
RIA
1869
Regal Investment Advisors
Michigan
$466K +$8.76K +109 +2%
TIAA Trust, National Association
1870
TIAA Trust, National Association
North Carolina
$466K -$1.22M -15,146 -73%
BI
1871
Bradyco Inc
Massachusetts
$465K – – –
VAG
1872
VisionPoint Advisory Group
Texas
$462K +$40.4K +503 +10%
GPW
1873
Genesis Private Wealth
Virginia
$460K -$2.17K -27 -0.5%
WCM
1874
Wedge Capital Management
North Carolina
$459K -$51.3K -638 -10%
GKWIM
1875
Gerber Kawasaki Wealth & Investment Management
California
$459K +$23K +286 +5%