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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CAM
2051
Creekmur Asset Management
Illinois
$58.3K – – –
KFP
2052
Keener Financial Planning
Texas
$58K – – –
AIM
2053
Arcadia Investment Management
Michigan
$58K – – –
WAM
2054
Westport Asset Management
Connecticut
$58K – – –
KLWA
2055
Kelly Lawrence W & Associates
California
$58K +$52.3K +1,000 New
RFS
2056
Richardson Financial Services
Massachusetts
$57.7K – – –
OWA
2057
Opal Wealth Advisors
New York
$57K +$51.4K +983 New
FDCP
2058
Foster Dykema Cabot & Partners
Massachusetts
$56.7K – – –
PAG
2059
Paladin Advisory Group
Iowa
$55.2K – – –
LG
2060
LAM Group
Oregon
$52.2K – – –
CBT
2061
Central Bank & Trust
Kentucky
$52.1K – – –
FWM
2062
FSA Wealth Management
Massachusetts
$52K – – –
CJL
2063
Cyrus J. Lawrence
New York
$52K +$47.1K +900 New
SNB
2064
Security National Bank
Nebraska
$51.9K – – –
CTB
2065
Country Trust Bank
Illinois
$51.6K +$5.86K +112 +14%
TIM
2066
Tortoise Investment Management
New York
$51K +$4.19K +80 +10%
CJ
2067
Caitlin John
Michigan
$50.5K +$262 +5 +0.6%
BWL
2068
Bogart Wealth LLC
Virginia
$50K -$53.8K -1,029 -54%
PP
2069
PrairieView Partners
Minnesota
$49K -$1.05K -20 -2%
FMP
2070
Financial Management Professionals
Texas
$49K +$1.41K +27 +3%
PAI
2071
Pittenger & Anderson Inc
Nebraska
$48.2K – – –
AWM
2072
Activest Wealth Management
Florida
$47.1K +$42.5K +812 New
MFT
2073
Moisand Fitzgerald Tamayo
Florida
$46.6K -$3.92K -75 -9%
ATC
2074
Advantage Trust Company
Kansas
$46.4K – – –
IPW
2075
Impact Partnership Wealth
Georgia
$46.4K – – –