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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EWS
1901
Eagle Wealth Strategies
New Jersey
$214K +$194K +3,713 New
AF
1902
Affiance Financial
Minnesota
$213K +$193K +3,683 New
TW
1903
Traveka Wealth
California
$213K +$192K +3,679 New
IWN
1904
Independent Wealth Network
Iowa
$213K +$192K +3,679 New
BMCM
1905
Bryn Mawr Capital Management
Pennsylvania
$213K +$192K +3,675 New
FI
1906
Financial Insights
Washington
$213K +$192K +3,675 New
BIA
1907
Bell Investment Advisors
California
$213K -$1.05K -20 -0.5%
ICP
1908
Interchange Capital Partners
Pennsylvania
$213K +$190K +3,628 New
PWM
1909
Power Wealth Management
Georgia
$212K +$192K +3,662 New
FHA
1910
Flagship Harbor Advisors
Massachusetts
$212K -$106K -2,034 -36%
HFS
1911
Hantz Financial Services
Michigan
$212K -$13.6K -260 -7%
FMN
1912
Financial Management Network
California
$211K +$195K +3,728 New
CAM
1913
Cozad Asset Management
Illinois
$211K +$191K +3,642 New
OWA
1914
Outlook Wealth Advisors
Texas
$211K +$191K +3,642 New
OCBCO
1915
Oversea-Chinese Banking Corp (OCBC)
Singapore
$211K +$191K +3,643 New
CSB
1916
City State Bank
Iowa
$210K -$20.9K -400 -10%
SWM
1917
Seed Wealth Management
Illinois
$210K +$191K +3,643 New
W
1918
Wealthquest
Ohio
$209K +$189K +3,609 New
EWM
1919
Endowment Wealth Management
Wisconsin
$209K +$188K +3,600 New
WWG
1920
West Wealth Group
California
$208K -$74.9K -1,431 -28%
HIMC
1921
Heritage Investors Management Corp
Maryland
$208K +$188K +3,585 New
FWM
1922
Finer Wealth Management
Massachusetts
$208K -$53.8K -1,029 -22%
CPCP
1923
Cedar Point Capital Partners
Iowa
$207K +$186K +3,564 New
TW
1924
Towerpoint Wealth
California
$206K +$186K +3,561 New
PWMG
1925
Pinnacle Wealth Management Group
Michigan
$206K +$186K +3,550 New