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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
GFL
1951
Granite FO LLC
New Hampshire
$4.41K
EAM
1952
Eukles Asset Management
Ohio
$4.13K
LOIP
1953
Live Oak Investment Partners
Texas
$4.09K
TLA
1954
Tanglewood Legacy Advisors
Texas
$4.09K
TFA
1955
Toth Financial Advisory
Virginia
$3.8K
PWA
1956
Provenance Wealth Advisors
Florida
$3.6K +$3.8K +88 New
CSWM
1957
Cassady Schiller Wealth Management
Ohio
$3.23K
AA
1958
AlphaMark Advisors
Kentucky
$3K
YAL
1959
Your Advocates Ltd
Texas
$2.99K
DAL
1960
Delta Accumulation LLC
California
$2.98K
FWA
1961
FSC Wealth Advisors
New York
$2.78K
AFG
1962
Albion Financial Group
Utah
$2.74K
CAM
1963
Chesapeake Asset Management
New York
$2.57K
TFG
1964
Team Financial Group
California
$2.53K +$2.68K +62 New
EWP
1965
Elevation Wealth Partners
California
$2.45K
DWA
1966
Delos Wealth Advisors
Texas
$2.06K
IIL
1967
Insight Inv LLC
California
$2.06K +$2.16K +50 New
DAC
1968
Dividend Assets Capital
South Carolina
$2K -$1.08K -25 -31%
CAM
1969
ClariVest Asset Management
California
$2K +$345 +8 +18%
AWA
1970
Authentikos Wealth Advisory
California
$1.68K +$1.77K +41 New
PWMA
1971
Pension & Wealth Management Advisors
Massachusetts
$1.51K -$2.07K -48 -56%
VWM
1972
Valley Wealth Managers
New Jersey
$1.06K
UFF
1973
USA Financial Formulas
Michigan
$1.02K
BFP
1974
Briaud Financial Planning
Texas
$1K +$1.99K +46 New
BWS
1975
Buck Wealth Strategies
Colorado
$409 +$432 +10 New