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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AF
1901
Affiance Financial
Minnesota
$213K +$193K +3,683 New
TW
1902
Traveka Wealth
California
$213K +$192K +3,679 New
IWN
1903
Independent Wealth Network
Iowa
$213K +$192K +3,679 New
BMCM
1904
Bryn Mawr Capital Management
Pennsylvania
$213K +$192K +3,675 New
FI
1905
Financial Insights
Washington
$213K +$192K +3,675 New
BIA
1906
Bell Investment Advisors
California
$213K -$1.05K -20 -0.5%
ICP
1907
Interchange Capital Partners
Pennsylvania
$213K +$190K +3,628 New
PWM
1908
Power Wealth Management
Georgia
$212K +$192K +3,662 New
FHA
1909
Flagship Harbor Advisors
Massachusetts
$212K -$106K -2,034 -36%
Hantz Financial Services
1910
Hantz Financial Services
Michigan
$212K -$13.6K -260 -7%
FMN
1911
Financial Management Network
California
$211K +$195K +3,728 New
CAM
1912
Cozad Asset Management
Illinois
$211K +$191K +3,642 New
OWA
1913
Outlook Wealth Advisors
Texas
$211K +$191K +3,642 New
Oversea-Chinese Banking Corp (OCBC)
1914
Oversea-Chinese Banking Corp (OCBC)
Singapore
$211K +$191K +3,643 New
CSB
1915
City State Bank
Iowa
$210K -$20.9K -400 -10%
SWM
1916
Seed Wealth Management
Illinois
$210K +$191K +3,643 New
W
1917
Wealthquest
Ohio
$209K +$189K +3,609 New
EWM
1918
Endowment Wealth Management
Wisconsin
$209K +$188K +3,600 New
WWG
1919
West Wealth Group
California
$208K -$74.9K -1,431 -28%
Heritage Investors Management Corp
1920
Heritage Investors Management Corp
Maryland
$208K +$188K +3,585 New
FWM
1921
Finer Wealth Management
Massachusetts
$208K -$53.8K -1,029 -22%
CPCP
1922
Cedar Point Capital Partners
Iowa
$207K +$186K +3,564 New
TW
1923
Towerpoint Wealth
California
$206K +$186K +3,561 New
PWMG
1924
Pinnacle Wealth Management Group
Michigan
$206K +$186K +3,550 New
RWM
1925
RKL Wealth Management
Pennsylvania
$205K +$185K +3,543 New