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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
MTIC
2176
Missouri Trust & Investment Company
Missouri
$269K +$48.9K +603 +23%
API
2177
Asset Planning Inc
California
$268K +$17.5K +216 +7%
HGWM
2178
Horst & Graben Wealth Management
Oregon
$268K +$6.49K +80 +3%
Caledonia Investments (Australia)
2179
Caledonia Investments (Australia)
Australia
$268K – – –
PCA
2180
Prosperity Capital Advisors
Ohio
$267K -$38K -468 -13%
BAM
2181
Brave Asset Management
New Jersey
$267K – – –
GWM
2182
Greenwich Wealth Management
Connecticut
$267K +$258K +3,184 New
KOMWMG
2183
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$267K +$1.38K +17 +0.5%
BW
2184
Blalock Williams
Alabama
$266K +$21.2K +262 +9%
FWM
2185
Forza Wealth Management
Florida
$265K – – –
PFM
2186
Patton Fund Management
Texas
$265K – – –
PGIM Custom Harvest
2187
PGIM Custom Harvest
New Jersey
$265K +$11.9K +147 +5%
AP
2188
Atwood & Palmer
Missouri
$265K – – –
JWS
2189
Juncture Wealth Strategies
Arizona
$264K -$40.5K -500 -14%
RIM
2190
Redwood Investment Management
Arizona
$264K -$41.1K -507 -14%
IA
2191
IFC Advisors
California
$264K +$38.8K +479 +18%
BFC
2192
Blue Fin Capital
Rhode Island
$263K – – –
SPF
2193
South Plains Financial
Texas
$263K – – –
AA
2194
Apriem Advisors
California
$263K +$7.87K +97 +3%
GAM
2195
Grandview Asset Management
Pennsylvania
$262K +$254K +3,127 New
HFAS
2196
Hummer Financial Advisory Services
Illinois
$262K – – –
RFN
2197
RDA Financial Network
Iowa
$261K +$12.2K +151 +5%
HWM
2198
Hemington Wealth Management
Virginia
$261K +$14.4K +177 +6%
EI
2199
Ellevest Inc
New York
$261K -$127K -1,568 -34%
NCTC
2200
New Covenant Trust Company
Indiana
$260K -$55.5K -684 -18%