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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
CFFP
2201
Center for Financial Planning
Michigan
$13.7K – – –
GG
2202
Gleason Group
Kentucky
$13.5K +$118 +2 +0.9%
KA
2203
Kozak & Associates
Colorado
$13.3K +$59 +1 +0.5%
RFG
2204
REAP Financial Group
Texas
$12.3K +$59 +1 +0.5%
ETS
2205
ESL Trust Services
New York
$12.1K +$12K +204 New
DMIC
2206
Dixon Mitchell Investment Counsel
British Columbia, Canada
$11.9K – – –
ACM
2207
Anfield Capital Management
California
$11.2K +$11.2K +189 New
KWAG
2208
Kiely Wealth Advisory Group
North Carolina
$10.6K – – –
RS
2209
Rakuten Securities
Japan
$10.6K -$13.3K -226 -56%
CP
2210
Castleview Partners
Texas
$9.98K – – –
LIA
2211
Lynx Investment Advisory
District of Columbia
$9.9K +$9.86K +167 New
NC
2212
NewSquare Capital
Pennsylvania
$9.86K -$12.8K -217 -57%
RDFA
2213
Ritter Daniher Financial Advisory
Ohio
$9.5K – – –
WWM
2214
Wolff Wiese Magana
California
$9.5K – – –
NA
2215
Nordwand Advisors
Pennsylvania
$9.5K – – –
TLA
2216
Tanglewood Legacy Advisors
Texas
$9.21K – – –
LFA
2217
Legend Financial Advisors
Pennsylvania
$9.09K +$9.03K +153 New
TCA
2218
Trifecta Capital Advisors
Illinois
$9.03K – – –
AEPWM
2219
Atlantic Edge Private Wealth Management
Florida
$8.91K – – –
SC
2220
Swan Capital
Florida
$8.91K +$8.86K +150 New
RAM
2221
Riggs Asset Management
Pennsylvania
$8.67K +$1.3K +22 +18%
BC
2222
Broadwater Capital
Massachusetts
$7.9K – – –
HGA
2223
Hobbs Group Advisors
South Carolina
$7.86K +$7.79K +132 New
CCA
2224
Criterion Capital Advisors
Tennessee
$7.84K – – –
PS
2225
PayPay Securities
Japan
$7.78K -$1K -17 -11%