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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BMWS
1876
Brady Martz Wealth Solutions
North Dakota
$507K -$50.2K -578 -10%
DA
1877
Detalus Advisors
Missouri
$507K
VWA
1878
VSM Wealth Advisory
Maryland
$506K +$15.3K +176 +3%
VAG
1879
VisionPoint Advisory Group
Texas
$505K -$77.2K -889 -14%
FIM
1880
Fruth Investment Management
Texas
$504K
OC
1881
Opal Capital
Florida
$504K +$462K +5,324 New
EMAM
1882
Encompass More Asset Management
California
$503K -$5.64K -65 -1%
SNBOSD
1883
Security National Bank of So Dak
Iowa
$499K -$29.7K -342 -6%
GWM
1884
GK Wealth Management
Nevada
$498K -$35.3K -407 -7%
VCP
1885
Vista Capital Partners
Oregon
$498K +$77.3K +890 +20%
ACM
1886
Arcataur Capital Management
Wisconsin
$497K -$868 -10 -0.2%
4WM
1887
49 Wealth Management
Texas
$496K +$36.9K +425 +9%
RFA
1888
Register Financial Advisors
Georgia
$495K +$260 +3 +0.1%
MFS
1889
Mirabella Financial Services
United Kingdom
$495K +$461K +5,310 New
AA
1890
Ahara Advisors
New Jersey
$494K +$460K +5,302 New
NWWA
1891
New Wave Wealth Advisors
Arkansas
$493K +$28.3K +326 +7%
CT
1892
Colonial Trust
South Carolina
$493K -$695 -8 -0.2%
RA
1893
Rational Advisors
New York
$493K +$459K +5,291 New
BFS
1894
BridgePort Financial Solutions
Iowa
$493K +$67.7K +780 +17%
PWM
1895
Prosperity Wealth Management
California
$492K +$459K +5,284 New
SHGA
1896
Sand Hill Global Advisors
California
$490K +$22.7K +261 +5%
JSSH
1897
J. Safra Sarasin Holding
$489K -$668K -7,690 -59%
NFC
1898
Northstar Financial Companies
Pennsylvania
$489K -$417K -4,804 -48%
MPCG
1899
Matrix Private Capital Group
New York
$485K
Fiera Capital (Canada)
1900
Fiera Capital (Canada)
Quebec, Canada
$484K +$451K +5,195 New