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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MCWA
2151
Meadow Creek Wealth Advisors
Georgia
$310K -$59K -687 -15%
VC
2152
Vicus Capital
Pennsylvania
$310K -$1.8K -21 -0.5%
IIM
2153
Ipswich Investment Management
Massachusetts
$309K -$23.4K -272 -7%
IAG
2154
Investment Advisory Group
Massachusetts
$309K -$8.85K -103 -3%
FNWA
2155
Financial Network Wealth Advisors
Utah
$308K +$258 +3 +0.1%
RAM
2156
Reflection Asset Management
South Carolina
$308K +$9.02K +105 +3%
BOPW
2157
Brandywine Oak Private Wealth
Pennsylvania
$307K – – –
DWM
2158
DecisionMap Wealth Management
Virginia
$307K -$3.01K -35 -0.9%
PAM
2159
Peninsula Asset Management
Florida
$307K +$331K +3,851 New
SIG Brokerage
2160
SIG Brokerage
New York
$307K +$331K +3,851 New
Donaldson Capital Management
2161
Donaldson Capital Management
Indiana
$306K -$81.9K -953 -20%
AT
2162
Adelphi Trust
Florida
$306K -$2.49K -29 -0.7%
AIA
2163
Accelerate Investment Advisors
California
$306K -$86 -1 -0%
AI
2164
Arvest Investments
Arkansas
$305K -$1.03K -12 -0.3%
HWM
2165
HRC Wealth Management
Idaho
$305K +$258 +3 +0.1%
CCA
2166
Cottonwood Capital Advisors
Utah
$305K +$172 +2 +0.1%
PBF
2167
Petix & Botte Financial
California
$305K -$164K -1,914 -50%
UWM
2168
United Wealth Management
Virginia
$304K – – –
CAWM
2169
Capital Advisors Wealth Management
Washington
$303K -$344 -4 -0.1%
KFP
2170
Kerr Financial Planning
California
$303K -$92.7K -1,079 -23%
WC
2171
Westhampton Capital
North Carolina
$303K – – –
MA
2172
MJP Associates
Connecticut
$302K -$15.7K -183 -5%
LFA
2173
Laraway Financial Advisors
Minnesota
$301K -$34K -396 -9%
PH
2174
Pinnacle Holdings
Oklahoma
$300K – – –
GSF
2175
Grove Street Fiduciary
New Hampshire
$300K – – –