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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
PPWM
2201
Paragon Private Wealth Management
Kentucky
$292K -$25.3K -294 -7%
COFSG
2202
Carbahal Olsen Financial Services Group
California
$291K -$1.03K -12 -0.3%
LWA
2203
Lifelong Wealth Advisors
Minnesota
$290K +$172 +2 +0.1%
ADL
2204
Asset Dedication LLC
California
$290K -$64.2K -748 -17%
CCFM
2205
Clear Creek Financial Management
Washington
$289K +$13.4K +156 +4%
MWA
2206
Motive Wealth Advisors
Michigan
$289K -$3.44K -40 -1%
NWM
2207
Nolet Wealth Management
Texas
$289K -$6.1K -71 -2%
CCAM
2208
Cascades Capital Asset Management
North Carolina
$289K -$193K -2,251 -38%
FCG
2209
Financial Connections Group
California
$288K – – –
SCA
2210
Sandy Cove Advisors
Massachusetts
$288K +$4.55K +53 +1%
HA
2211
HC Advisors
Georgia
$288K +$28K +326 +10%
VV
2212
Verity & Verity
South Carolina
$287K – – –
TTWM
2213
TCV Trust & Wealth Management
Virginia
$287K -$58K -675 -16%
ACM
2214
Ayrshire Capital Management
Connecticut
$287K -$137K -1,593 -31%
EFG
2215
Ethos Financial Group
Pennsylvania
$286K +$44.3K +516 +17%
NWA
2216
Navis Wealth Advisors
New York
$285K – – –
CTWM
2217
Cherry Tree Wealth Management
Minnesota
$285K – – –
Jefferies Financial Group
2218
Jefferies Financial Group
New York
$285K -$4.04M -47,051 -93%
EWA
2219
Emergent Wealth Advisors
New York
$284K +$30.3K +353 +11%
SFGP
2220
Stonebridge Financial Group (Pennsylvania)
Pennsylvania
$283K +$98.7K +1,149 +48%
CA
2221
Crewe Advisors
Utah
$283K +$12.3K +143 +4%
WI
2222
Wedgewood Investors
Pennsylvania
$282K – – –
BFO
2223
Boston Family Office
Massachusetts
$282K +$10.7K +125 +4%
RPGK
2224
Retirement Planning Group (Kansas)
Kansas
$281K +$20.8K +242 +7%
B
2225
BetterWealth
California
$281K +$1.8K +21 +0.6%