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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SI
2051
Seeds Investor
New York
$270K -$49.5K -659 -15%
AWA
2052
Acorn Wealth Advisors
Michigan
$270K -$15.8K -210 -5%
ACA
2053
Affinity Capital Advisors
California
$269K +$11K +147 +4%
OWA
2054
Outlook Wealth Advisors
Texas
$269K +$3.75K +50 +1%
ATS
2055
Ashton Thomas Securities
New York
$268K +$3.9K +52 +1%
CMAI
2056
Capital Management Associates Inc
Minnesota
$266K +$10.2K +136 +4%
1L
2057
10Elms LLP
Oklahoma
$266K +$82.6K +1,100 +42%
ACM
2058
Ayrshire Capital Management
Connecticut
$266K -$210K -2,800 -43%
S
2059
Sunpointe
Missouri
$265K -$80.3K -1,070 -22%
WI
2060
Wedgewood Investors
Pennsylvania
$264K
MCWA
2061
Meadow Creek Wealth Advisors
Georgia
$264K -$676 -9 -0.2%
WMP
2062
Wealth Management Partners
Arizona
$264K -$228K -3,037 -45%
W
2063
Wealthquest
Ohio
$264K -$4.5K -60 -2%
COFSG
2064
Carbahal Olsen Financial Services Group
California
$263K -$49.6K -660 -15%
EWM
2065
Endowment Wealth Management
Wisconsin
$263K +$3K +40 +1%
MAG
2066
MRA Advisory Group
New Jersey
$262K +$39.8K +530 +17%
JWS
2067
Juncture Wealth Strategies
Arizona
$262K
SWM
2068
Seed Wealth Management
Illinois
$262K
AI
2069
AXS Investments
New York
$261K -$11.9K -159 -4%
BFA
2070
Beacon Financial Advisory
Ohio
$261K +$3.75K +50 +1%
BFO
2071
Boston Family Office
Massachusetts
$260K
GWSG
2072
GPS Wealth Strategies Group
Colorado
$260K -$66.7K -889 -20%
EWS
2073
Eagle Wealth Strategies
New Jersey
$260K +$526 +7 +0.2%
MFS
2074
Madrona Financial Services
Washington
$260K -$3.75K -50 -1%
MPW
2075
Monterey Private Wealth
California
$258K -$88.2K -1,175 -25%