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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
FP
2051
Financial Perspectives
Minnesota
$58.6K -$269K -5,141 -84%
CAM
2052
Creekmur Asset Management
Illinois
$58.3K
KFP
2053
Keener Financial Planning
Texas
$58K
AIM
2054
Arcadia Investment Management
Michigan
$58K
WAM
2055
Westport Asset Management
Connecticut
$58K
KLWA
2056
Kelly Lawrence W & Associates
California
$58K +$52.3K +1,000 New
RFS
2057
Richardson Financial Services
Massachusetts
$57.7K
OWA
2058
Opal Wealth Advisors
New York
$57K +$51.4K +983 New
FDCP
2059
Foster Dykema Cabot & Partners
Massachusetts
$56.7K
PAG
2060
Paladin Advisory Group
Iowa
$55.2K
LG
2061
LAM Group
Oregon
$52.2K
CBT
2062
Central Bank & Trust
Kentucky
$52.1K
FWM
2063
FSA Wealth Management
Massachusetts
$52K
CJL
2064
Cyrus J. Lawrence
New York
$52K +$47.1K +900 New
SNB
2065
Security National Bank
Nebraska
$51.9K
CTB
2066
Country Trust Bank
Illinois
$51.6K +$5.86K +112 +14%
TIM
2067
Tortoise Investment Management
New York
$51K +$4.19K +80 +10%
CJ
2068
Caitlin John
Michigan
$50.5K +$262 +5 +0.6%
BWL
2069
Bogart Wealth LLC
Virginia
$50K -$53.8K -1,029 -54%
PP
2070
PrairieView Partners
Minnesota
$49K -$1.05K -20 -2%
FMP
2071
Financial Management Professionals
Texas
$49K +$1.41K +27 +3%
PAI
2072
Pittenger & Anderson Inc
Nebraska
$48.2K
AWM
2073
Activest Wealth Management
Florida
$47.1K +$42.5K +812 New
MFT
2074
Moisand Fitzgerald Tamayo
Florida
$46.6K -$3.92K -75 -9%
ATC
2075
Advantage Trust Company
Kansas
$46.4K