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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WCFA
2126
Walkner Condon Financial Advisors
Wisconsin
$369K -$3.99K -46 -1%
KA
2127
Kure Advisory
Minnesota
$369K +$344K +3,959 New
PPWM
2128
Paragon Private Wealth Management
Kentucky
$369K +$35.3K +407 +11%
UWPG
2129
Ullmann Wealth Partners Group
Florida
$369K -$43.4K -500 -11%
NWM
2130
Northcape Wealth Management
New York
$369K -$15.5K -179 -4%
GWWM
2131
Great Waters Wealth Management
Minnesota
$367K -$3.21K -37 -0.9%
SIC
2132
SJS Investment Consulting
Ohio
$367K +$36.2K +417 +12%
IWA
2133
Integrity Wealth Advisors
California
$366K -$279K -3,216 -45%
VC
2134
Vicus Capital
Pennsylvania
$365K -$108K -1,241 -24%
ACP
2135
Argyle Capital Partners
California
$364K -$23.4K -270 -6%
NDSI
2136
Newman Dignan & Sheerar Inc
Rhode Island
$364K – – –
MIP
2137
Marietta Investment Partners
Wisconsin
$363K -$344K -3,960 -50%
SWA
2138
SFMG Wealth Advisors
Texas
$363K +$15.6K +180 +5%
MFS
2139
Madrona Financial Services
Washington
$363K +$2.69K +31 +0.8%
DWM
2140
DecisionMap Wealth Management
Virginia
$362K +$79.8K +919 +31%
RWM
2141
Riverbend Wealth Management
South Carolina
$362K +$17.4K +200 +5%
AT
2142
Adelphi Trust
Florida
$361K +$336K +3,870 New
FNWA
2143
Financial Network Wealth Advisors
Utah
$361K -$4.08K -47 -1%
CCA
2144
Cooper Capital Advisors
California
$360K – – –
WF
2145
WealthPoint Financial
North Carolina
$360K +$335K +3,861 New
BOPW
2146
Brandywine Oak Private Wealth
Pennsylvania
$359K – – –
TVPW
2147
Third View Private Wealth
Connecticut
$359K +$334K +3,852 New
AI
2148
Arvest Investments
Arkansas
$359K +$334K +3,849 New
Loring Wolcott & Coolidge Fiduciary Advisors
2149
Loring Wolcott & Coolidge Fiduciary Advisors
Massachusetts
$358K – – –
AIA
2150
Accelerate Investment Advisors
California
$358K -$51.1K -589 -13%