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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
OC
2201
Oakworth Capital
Alabama
$260K -$109K -1,341 -30%
NCMW
2202
Northern Capital Management (Washington)
Washington
$259K – – –
SWM
2203
Sculati Wealth Management
Michigan
$258K – – –
AWA
2204
AGH Wealth Advisors
Kansas
$258K +$24.8K +306 +11%
BBA
2205
Braun-Bostich & Associates
Pennsylvania
$258K +$7.05K +87 +3%
JWM
2206
Jessup Wealth Management
Ohio
$258K – – –
CCFM
2207
Clear Creek Financial Management
Washington
$257K +$32.3K +398 +15%
IPWA
2208
International Private Wealth Advisors
California
$257K -$324 -4 -0.1%
WRPWM
2209
Werba Rubin Papier Wealth Management
California
$256K +$34.1K +420 +16%
CA
2210
Cannon Advisors
North Carolina
$256K +$246K +3,031 New
LS
2211
Leelyn Smith
Illinois
$256K – – –
ARG
2212
Advisory Resource Group
Oklahoma
$255K +$1.3K +16 +0.5%
TF
2213
Tompkins Financial
New York
$255K – – –
AT
2214
Avalon Trust
New Mexico
$255K +$184K +2,275 +295%
Catalyst Capital Advisors
2215
Catalyst Capital Advisors
New York
$255K -$10.7K -132 -4%
SHWM
2216
Smith & Howard Wealth Management
Georgia
$255K – – –
CFS
2217
Compass Financial Services
Iowa
$255K +$41K +506 +20%
SCA
2218
Scott Capital Advisors
Oregon
$254K -$13.3K -164 -5%
DFG
2219
Demars Financial Group
Washington
$253K +$245K +3,024 New
IAS
2220
Investment Advisory Services
Texas
$253K +$973 +12 +0.4%
CWA
2221
Canvas Wealth Advisors
Kansas
$253K +$1.86K +23 +0.7%
RIM
2222
RW Investment Management
Idaho
$253K – – –
FA
2223
Fiducient Advisors
Illinois
$252K +$244K +3,010 New
CAM
2224
CPA Asset Management
Florida
$252K +$1.86K +23 +0.8%
TIP
2225
Torray Investment Partners
Maryland
$251K – – –