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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CHP
1951
Cable Hill Partners
Oregon
$212K +$211K +3,566 New
FWM
1952
Finer Wealth Management
Massachusetts
$211K -$1.77K -30 -0.8%
PWMG
1953
Pinnacle Wealth Management Group
Michigan
$211K
W
1954
Wealthquest
Ohio
$211K -$3.6K -61 -2%
KWM
1955
Keebeck Wealth Management
Illinois
$210K
OA
1956
Oxbow Advisors
Texas
$210K
EWA
1957
Emergent Wealth Advisors
New York
$210K +$203K +3,442 New
DIP
1958
DT Investment Partners
Pennsylvania
$209K +$93.5K +1,584 +82%
CF
1959
Convergence Financial
Missouri
$209K +$208K +3,518 New
BFA
1960
Buttonwood Financial Advisors
Maryland
$209K -$59 -1 -0%
MCWS
1961
McKinley Carter Wealth Services
West Virginia
$209K +$1.24K +21 +0.6%
IA
1962
IFG Advisory
Georgia
$209K +$207K +3,511 New
CPCP
1963
Cedar Point Capital Partners
Iowa
$208K -$3.19K -54 -2%
RWM
1964
RKL Wealth Management
Pennsylvania
$208K -$1.95K -33 -0.9%
A
1965
AJOVista
Massachusetts
$208K
SFG
1966
Sunburst Financial Group
Alabama
$208K +$207K +3,501 New
DAM
1967
Deltec Asset Management
New York
$208K
AAP
1968
Arax Advisory Partners
Colorado
$208K +$54.1K +916 +35%
SEP
1969
Southland Equity Partners
Missouri
$207K +$206K +3,492 New
BWAM
1970
Boyd Watterson Asset Management
Ohio
$207K
NG
1971
Northstar Group
New York
$207K
PSP
1972
Principal Street Partners
Tennessee
$207K
MFS
1973
Madrona Financial Services
Washington
$206K +$118 +2 +0.1%
TTWM
1974
TCV Trust & Wealth Management
Virginia
$206K
VCM
1975
Versant Capital Management
Arizona
$206K +$69.2K +1,173 +51%