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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
NED
2126
Nancy E. Dempze
$318K -$129K -1,500 -27%
EP
2127
EPIQ Partners
Minnesota
$318K – – –
UBV
2128
United Bank (Virginia)
Virginia
$318K – – –
NWM
2129
Northcape Wealth Management
New York
$318K +$3.61K +42 +1%
PWM
2130
Parkway Wealth Management
Texas
$318K +$8.33K +97 +3%
OAM
2131
Ostrum Asset Management
France
$318K +$228K +2,656 +199%
UAG
2132
United Advisor Group
Ohio
$318K +$17.1K +199 +5%
PAG
2133
Private Advisory Group
Washington
$317K +$342K +3,985 New
PWM
2134
Power Wealth Management
Georgia
$317K +$99K +1,153 +41%
MO
2135
McMillan Office
Michigan
$317K – – –
1L
2136
10Elms LLP
Oklahoma
$316K – – –
NCTC
2137
New Covenant Trust Company
Indiana
$316K +$81.6K +950 +31%
KA
2138
Kure Advisory
Minnesota
$316K +$429 +5 +0.1%
SIC
2139
SJS Investment Consulting
Ohio
$315K +$1.72K +20 +0.5%
OWA
2140
Octavia Wealth Advisors
Ohio
$315K -$18.3K -213 -5%
GHA
2141
Granite Harbor Advisors
Texas
$314K +$9.96K +116 +3%
VC
2142
Vestor Capital
Illinois
$314K +$303K +3,522 +835%
WCFA
2143
Walkner Condon Financial Advisors
Wisconsin
$313K -$2.23K -26 -0.7%
SL
2144
StoryOne LLC
Kansas
$313K – – –
WF
2145
WealthPoint Financial
North Carolina
$313K +$6.1K +71 +2%
GWWM
2146
Great Waters Wealth Management
Minnesota
$313K -$859 -10 -0.3%
SNBOSD
2147
Security National Bank of So Dak
Iowa
$313K -$123K -1,430 -27%
WAM
2148
Weinberger Asset Management
California
$312K -$9.79K -114 -3%
MIP
2149
Marietta Investment Partners
Wisconsin
$310K – – –
MFS
2150
Madrona Financial Services
Washington
$310K +$429 +5 +0.1%