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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PCA
2126
Peddock Capital Advisors
Massachusetts
$333K
JHP
2127
James Hambro & Partners
United Kingdom
$332K
KA
2128
Kure Advisory
Minnesota
$331K +$3.05K +38 +1%
EP
2129
EPIQ Partners
Minnesota
$331K
NED
2130
Nancy E. Dempze
$331K
UBV
2131
United Bank (Virginia)
Virginia
$331K
BCMLT
2132
Beacon Capital Management LLC (Tennessee)
Tennessee
$331K +$321K +3,999 New
MO
2133
McMillan Office
Michigan
$329K
DCM
2134
Donaldson Capital Management
Indiana
$327K +$8.44K +105 +3%
TPWA
2135
Twin Peaks Wealth Advisors
California
$325K +$55.3K +688 +21%
GHA
2136
Granite Harbor Advisors
Texas
$325K -$1.29K -16 -0.4%
SC
2137
Schiavi & Co
Delaware
$325K -$20.1K -250 -8%
I
2138
InceptionR
California
$324K -$1.26M -15,639 -80%
WCFA
2139
Walkner Condon Financial Advisors
Wisconsin
$324K -$1.21K -15 -0.4%
CA
2140
Crewe Advisors
Utah
$324K +$28.9K +360 +10%
BW
2141
Basepoint Wealth
Iowa
$324K -$182K -2,261 -37%
BFA
2142
Bill Few Associates
Pennsylvania
$324K -$36K -448 -10%
FNWA
2143
Financial Network Wealth Advisors
Utah
$323K +$2.81K +35 +0.9%
LA
2144
Lifeworks Advisors
Michigan
$322K -$15.5K -193 -5%
MIP
2145
Marietta Investment Partners
Wisconsin
$322K
SW
2146
SlateStone Wealth
Florida
$322K -$263K -3,274 -46%
MFS
2147
Madrona Financial Services
Washington
$322K -$482 -6 -0.2%
CAWM
2148
Capital Advisors Wealth Management
Washington
$321K +$6.43K +80 +2%
LW
2149
Linscomb Wealth
Texas
$321K -$444K -5,522 -59%
AIA
2150
Accelerate Investment Advisors
California
$321K +$3.21K +40 +1%