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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
DWM
2051
DecisionMap Wealth Management
Virginia
$365K +$44.8K +558 +14%
PFA
2052
Professional Financial Advisors
Nebraska
$364K -$8.2K -102 -2%
MCA
2053
Millennium Capital Advisors
Arkansas
$364K -$40.2K -500 -10%
EIG
2054
Ellenbecker Investment Group
Wisconsin
$364K +$9.16K +114 +3%
KLWA
2055
Kelly Lawrence W & Associates
California
$364K – – –
AF
2056
Arrow Financial
New York
$364K – – –
SWM
2057
Stronghold Wealth Management
Florida
$363K +$2.81K +35 +0.8%
CB
2058
Chris Bulman
California
$363K +$75.5K +940 +27%
CWM
2059
Circle Wealth Management
New Jersey
$362K – – –
TWP
2060
Tenet Wealth Partners
Illinois
$362K +$333K +4,148 New
KIA
2061
Koenig Investment Advisory
Oregon
$362K – – –
GIPW
2062
Granite Islands Private Wealth
Connecticut
$362K -$31.3K -389 -8%
LG
2063
Leuthold Group
Minnesota
$361K +$2.73K +34 +0.8%
KWA
2064
Kondo Wealth Advisors
California
$361K +$1.77K +22 +0.5%
JRPIM
2065
Journey Retirement Planning & Investment Management
Idaho
$361K +$22.8K +284 +7%
FFC
2066
Frederick Financial Consultants
Maryland
$360K -$34.3K -427 -9%
SWRP
2067
Summit Wealth & Retirement Planning
California
$359K -$79.2K -986 -18%
ICP
2068
Impact Capital Partners
Colorado
$359K -$161 -2 -0%
TC
2069
Trilogy Capital
California
$359K -$402 -5 -0.1%
OFA
2070
Orographic Financial Advisors
Colorado
$358K – – –
EA
2071
Evolution Advisers
Virginia
$358K +$643 +8 +0.2%
GJWM
2072
Gilliland Jeter Wealth Management
Arkansas
$357K – – –
CCIA
2073
Cherry Creek Investment Advisors
Colorado
$356K +$1.13K +14 +0.3%
SIC
2074
SJS Investment Consulting
Ohio
$356K +$28K +349 +9%
BI
2075
Ballast Inc
Kentucky
$356K – – –