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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BFO
2226
Boston Family Office
Massachusetts
$293K
WI
2227
Wedgewood Investors
Pennsylvania
$293K
VDI
2228
Vaughan David Investments
Illinois
$292K +$5.38K +67 +2%
B
2229
BetterWealth
California
$291K
CTA
2230
Colonial Trust Advisors
South Carolina
$291K -$17.9K -223 -6%
RWM
2231
RKL Wealth Management
Pennsylvania
$290K -$14.1K -176 -5%
FSA
2232
Financial Security Advisor
Virginia
$290K -$14.1K -175 -5%
HA
2233
HC Advisors
Georgia
$289K -$8.84K -110 -3%
CIS
2234
Custom Index Systems
New York
$289K
TFA
2235
Tobias Financial Advisors
Florida
$289K -$241 -3 -0.1%
MWM
2236
McMill Wealth Management
Nebraska
$288K
CWA
2237
Centennial Wealth Advisory
Michigan
$288K +$482 +6 +0.2%
NG
2238
Northstar Group
New York
$288K
THL
2239
Tillman Hartley LLC
Colorado
$288K -$62.9K -783 -18%
SFC
2240
Sprinkle Financial Consultants
Colorado
$287K
IFA
2241
Index Fund Advisors
California
$287K +$9.32K +116 +3%
EFG
2242
Elevated Financial Group
Indiana
$286K +$56.3K +701 +25%
DCA
2243
DB&C Advisors
Michigan
$285K +$1.13K +14 +0.4%
PAG
2244
Private Advisory Group
Washington
$285K -$43.2K -537 -13%
CWA
2245
Consilio Wealth Advisors
Washington
$285K +$4.58K +57 +2%
EBA
2246
Eagle Bay Advisors
New York
$285K +$33.1K +412 +14%
API
2247
Asset Planning Inc
California
$285K +$1.37K +17 +0.5%
CFS
2248
Compass Financial Services
Iowa
$284K -$66.1K -823 -19%
BWP
2249
BSW Wealth Partners
Colorado
$284K -$6.83K -85 -2%
VWA
2250
Vistica Wealth Advisors
California
$284K -$1.37K -17 -0.5%