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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WIM
1926
Westside Investment Management
California
$12.3K – – –
HDIM
1927
Hanson & Doremus Investment Management
Vermont
$12K – – –
CFS
1928
CGC Financial Services
Oregon
$11.4K – – –
VAG
1929
VisionPoint Advisory Group
Texas
$10.4K – – –
NF
1930
Norwood Financial
Pennsylvania
$10.2K – – –
HB
1931
Horizon Bancorp
Indiana
$10K -$11.4K -264 -51%
CMP
1932
Coston McIsaac & Partners
Maine
$10K +$43 +1 +0.4%
GG
1933
Gleason Group
Kentucky
$9.11K +$86 +2 +0.9%
KA
1934
Kozak & Associates
Colorado
$8.56K +$86 +2 +0.9%
M
1935
MOTCO
Texas
$8.38K – – –
JPWM
1936
Jamison Private Wealth Management
Georgia
$7.97K +$8.42K +195 New
PGAM
1937
Princeton Global Asset Management
New Jersey
$7.93K +$43 +1 +0.5%
CP
1938
Castleview Partners
Texas
$6.86K – – –
RDFA
1939
Ritter Daniher Financial Advisory
Ohio
$6.54K – – –
CFFP
1940
Center for Financial Planning
Michigan
$6.38K – – –
GWMIA
1941
Global Wealth Management Investment Advisory
Florida
$6.17K – – –
QL
1942
Quarry LP
New York
$6.05K -$20.9K -485 -77%
TFGT
1943
TS Financial Group (TSFG)
Illinois
$6K – – –
PS
1944
PayPay Securities
Japan
$5.72K – – –
WWM
1945
Wolff Wiese Magana
California
$5.52K -$432 -10 -7%
BEI
1946
Benjamin Edwards Inc
Missouri
$5K – – –
CA
1947
Centerpoint Advisors
Massachusetts
$5K – – –
IA
1948
IFS Advisors
Kansas
$4.82K – – –
CWA
1949
Carolina Wealth Advisors
South Carolina
$4.62K – – –
GFL
1950
Granite FO LLC
New Hampshire
$4.41K – – –