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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
OWA
2176
Outlook Wealth Advisors
Texas
$343K +$1.56K +18 +0.5%
CCS
2177
Concentric Capital Strategies
Connecticut
$343K +$320K +3,685 New
BMO
2178
Beck Mack & Oliver
New York
$343K
AWC
2179
Abundance Wealth Counselors
Pennsylvania
$343K -$9.81K -113 -3%
M
2180
MATAURO
New York
$343K +$319K +3,680 New
CF
2181
Convergence Financial
Missouri
$342K +$1.39K +16 +0.4%
COFSG
2182
Carbahal Olsen Financial Services Group
California
$342K +$1.04K +12 +0.3%
AA
2183
Auctus Advisors
North Carolina
$342K +$319K +3,672 New
MWA
2184
Motive Wealth Advisors
Michigan
$342K +$434 +5 +0.1%
FSA
2185
Financial Security Advisor
Virginia
$342K -$5.64K -65 -2%
EFG
2186
Embree Financial Group
Illinois
$341K +$28.8K +332 +10%
LWA
2187
Lifelong Wealth Advisors
Minnesota
$340K +$1.3K +15 +0.4%
BFA
2188
Beaumont Financial Advisors
Massachusetts
$338K +$3.82K +44 +1%
FCG
2189
Financial Connections Group
California
$337K
WRPWM
2190
Werba Rubin Papier Wealth Management
California
$336K +$47.6K +548 +18%
VV
2191
Verity & Verity
South Carolina
$336K -$54.3K -625 -15%
PWM
2192
Parkway Wealth Management
Texas
$336K +$313K +3,600 New
MHC
2193
May Hill Capital
Massachusetts
$335K +$31.4K +362 +11%
CTA
2194
Colonial Trust Advisors
South Carolina
$335K -$25.4K -292 -8%
HWMO
2195
Heritage Wealth Management (Ohio)
Ohio
$334K
NWA
2196
Navis Wealth Advisors
New York
$334K +$30.8K +355 +11%
CTWM
2197
Cherry Tree Wealth Management
Minnesota
$334K
BW
2198
Blalock Williams
Alabama
$333K +$35.4K +408 +13%
OPWM
2199
Oregon Pacific Wealth Management
Oregon
$333K -$7.12K -82 -2%
SCA
2200
Sandy Cove Advisors
Massachusetts
$332K +$11.6K +134 +4%