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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
B
2101
BetterWealth
California
$297K +$9.49K +117 +3%
CWA
2102
Consilio Wealth Advisors
Washington
$296K +$7.3K +90 +3%
SIC
2103
SJS Investment Consulting
Ohio
$295K +$174K +2,150 +157%
SCG
2104
Sonata Capital Group
Washington
$295K +$32.4K +400 +13%
SFC
2105
Sprinkle Financial Consultants
Colorado
$294K +$2.84K +35 +1%
CIS
2106
Custom Index Systems
New York
$293K
PAG
2107
Powers Advisory Group
Illinois
$293K +$5.27K +65 +2%
MWM
2108
McMill Wealth Management
Nebraska
$293K
BWP
2109
BSW Wealth Partners
Colorado
$292K +$32.3K +398 +13%
NWA
2110
New World Advisors
Massachusetts
$291K +$51.3K +632 +22%
PCMN
2111
Paradigm Capital Management (Nevada)
Nevada
$291K -$36K -444 -11%
FSCM
2112
Front Street Capital Management
Montana
$291K -$27.2K -335 -9%
WDG
2113
Wealth Dimensions Group
Ohio
$291K +$6.16K +76 +2%
TNBTD
2114
Trustmark National Bank Trust Department
Mississippi
$291K +$1.86K +23 +0.7%
NG
2115
Northstar Group
New York
$291K -$324 -4 -0.1%
SIC
2116
SFE Investment Counsel
California
$291K +$81 +1 +0%
SNWA
2117
Siligmueller & Norvid Wealth Advisors
Illinois
$290K +$281K +3,463 New
MG
2118
Marex Group
$289K +$279K +3,442 New
DOA
2119
D'Orazio & Associates
Virginia
$288K +$9.57K +118 +4%
SCA
2120
Sandy Cove Advisors
Massachusetts
$287K +$9.33K +115 +3%
TC
2121
Trilogy Capital
California
$287K +$6.24K +77 +2%
HBW
2122
Hazlett, Burt & Watson
West Virginia
$287K -$7.46K -92 -3%
CGH
2123
CMG Global Holdings
Texas
$287K +$19.1K +236 +8%
LWM
2124
Lionshead Wealth Management
New York
$287K
SFS
2125
Strategic Financial Services
New York
$287K +$2.03K +25 +0.7%