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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
NF
1951
Norwood Financial
Pennsylvania
$10.7K – – –
CMP
1952
Coston McIsaac & Partners
Maine
$10K +$40 +1 +0.4%
FA
1953
Fiduciary Alliance
South Carolina
$9.94K +$9.38K +233 New
2L
1954
25 LLC
Missouri
$9.54K +$483 +12 +6%
GG
1955
Gleason Group
Kentucky
$9.44K +$81 +2 +0.9%
KA
1956
Kozak & Associates
Colorado
$9.28K +$81 +2 +0.9%
M
1957
MOTCO
Texas
$8.75K +$4.95K +123 +150%
RTL
1958
Red Tortoise LLC
Georgia
$8.24K -$8.78K -218 -53%
PGAM
1959
Princeton Global Asset Management
New Jersey
$8.22K +$81 +2 +1%
LSA
1960
Lansing Street Advisors
Pennsylvania
$7.74K +$40 +1 +0.6%
DI
1961
Disciplined Investments
Oklahoma
$7.64K -$2.54K -63 -26%
CP
1962
Castleview Partners
Texas
$7.17K – – –
CBT
1963
Central Bank & Trust
Kentucky
$7.04K -$9.14K -227 -58%
RDFA
1964
Ritter Daniher Financial Advisory
Ohio
$6.83K – – –
CFFP
1965
Center for Financial Planning
Michigan
$6.66K -$8.05K -200 -56%
GWMIA
1966
Global Wealth Management Investment Advisory
Florida
$6.45K +$6.08K +151 New
WWM
1967
Wolff Wiese Magana
California
$6.19K +$1.61K +40 +38%
TFGT
1968
TS Financial Group (TSFG)
Illinois
$6K – – –
PS
1969
PayPay Securities
Japan
$5.97K -$1.37K -34 -20%
IA
1970
IFS Advisors
Kansas
$5.04K +$4.75K +118 New
BEI
1971
Benjamin Edwards Inc
Missouri
$5K – – –
CA
1972
Centerpoint Advisors
Massachusetts
$5K – – –
OAJ
1973
Ogorek Anthony Joseph
New York
$5K +$5.55K +138 New
CWA
1974
Carolina Wealth Advisors
South Carolina
$4.82K – – –
GFL
1975
Granite FO LLC
New Hampshire
$4.61K – – –