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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
1851
Denver Wealth Management
Colorado
$468K +$13.9K +162 +3%
MW
1852
Maia Wealth
Colorado
$467K -$16.5K -192 -3%
Members Trust
1853
Members Trust
Florida
$467K -$598K -6,966 -54%
SWM
1854
Silverlake Wealth Management
Vermont
$467K -$601 -7 -0.1%
AWA
1855
Alaska Wealth Advisors
Alaska
$467K
WPW
1856
Waldron Private Wealth
Pennsylvania
$466K +$139K +1,617 +38%
CWA
1857
Cornerstone Wealth Advisors
Minnesota
$466K -$77.3K -900 -13%
GIM
1858
Generali Investments Management
Slovenia
$466K -$1.05M -12,271 -68%
PPG
1859
Peak Planning Group
Colorado
$464K -$197K -2,297 -28%
FCA
1860
FLC Capital Advisors
California
$464K -$859 -10 -0.2%
EFA
1861
Evernest Financial Advisors
Indiana
$463K -$128K -1,496 -21%
VEM
1862
Vann Equity Management
Texas
$462K +$498K +5,803 New
LA
1863
Legacy Advisors
Pennsylvania
$462K -$29.5K -344 -6%
SFS
1864
Stiles Financial Services
Minnesota
$462K +$2.75K +32 +0.6%
SFA
1865
Souders Financial Advisors
Ohio
$460K +$128K +1,490 +35%
MFC
1866
Morris Financial Concepts
South Carolina
$460K
PAMG
1867
Patton Albertson Miller Group
Tennessee
$459K +$15.5K +180 +3%
LRIA
1868
Leonard Rickey Investment Advisors
Washington
$459K -$122K -1,419 -20%
RPWA
1869
Regent Peak Wealth Advisors
Georgia
$459K +$19.2K +223 +4%
CAM
1870
Campion Asset Management
Virginia
$458K
FCFC
1871
First Citizens Financial Corp
Iowa
$457K
RFA
1872
Register Financial Advisors
Georgia
$457K +$36.6K +426 +8%
GCM
1873
G2 Capital Management
Ohio
$457K -$13.5K -157 -3%
BIA
1874
BHK Investment Advisors
Alabama
$455K +$3.35K +39 +0.7%
4WM
1875
49 Wealth Management
Texas
$454K +$32.8K +382 +7%