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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
GFG
2201
Goldstone Financial Group
Illinois
$243K -$23.2K -322 -10%
HPBT
2202
Hickory Point Bank & Trust
Illinois
$243K
CCAL
2203
City Center Advisors LLC
Michigan
$242K -$64.9K -900 -23%
TFA
2204
Tobias Financial Advisors
Florida
$242K +$14.6K +202 +7%
HL
2205
HeadInvest LLC
Maine
$242K -$13.3K -184 -6%
WCM
2206
Wellington Capital Management
Maryland
$242K +$217K +3,015 New
RIM
2207
RW Investment Management
Idaho
$241K +$10.2K +142 +5%
PCH
2208
PGIM Custom Harvest
New Jersey
$241K -$87.5K -1,214 -29%
IAS
2209
Investment Advisory Services
Texas
$241K +$15K +208 +7%
HCM
2210
Hengehold Capital Management
Ohio
$241K +$144 +2 +0.1%
TIP
2211
Torray Investment Partners
Maryland
$240K
FM
2212
Foster & Motley
Ohio
$240K +$2.23K +31 +1%
BWA
2213
Bordeaux Wealth Advisors
California
$240K -$21.3K -296 -9%
NC
2214
North Capital
Utah
$240K -$288 -4 -0.1%
BBA
2215
Braun-Bostich & Associates
Pennsylvania
$239K -$32.7K -453 -13%
API
2216
Asset Planning Inc
California
$239K +$1.01K +14 +0.5%
CAM
2217
CPA Asset Management
Florida
$239K
CWM
2218
Challenger Wealth Management
California
$239K +$1.73K +24 +0.8%
SWA
2219
SOA Wealth Advisors
New York
$239K -$7.21K -100 -3%
RFN
2220
RDA Financial Network
Iowa
$238K -$793 -11 -0.4%
BWM
2221
BNC Wealth Management
Oregon
$238K
BIM
2222
Baldwin Investment Management
Pennsylvania
$237K -$14K -194 -6%
SFG
2223
Sovereign Financial Group
Connecticut
$237K +$3.68K +51 +2%
HFRG
2224
Houlihan Financial Resource Group
Virginia
$237K
TA
2225
TFB Advisors
Kansas
$236K +$4.47K +62 +2%