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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AI
2226
AXS Investments
New York
$251K +$17.3K +213 +8%
JGIA
2227
Jackson Grant Investment Advisers
Connecticut
$251K +$64.9K +800 +36%
JWM
2228
JPL Wealth Management
Colorado
$251K +$242K +2,989 New
NC
2229
North Capital
Utah
$250K -$324 -4 -0.1%
SWA
2230
SOA Wealth Advisors
New York
$250K – – –
KCP
2231
Kera Capital Partners
California
$249K +$2.35K +29 +1%
GWP
2232
Gen-Wealth Partners
Michigan
$249K +$121K +1,489 +100%
GFG
2233
Goldstone Financial Group
Illinois
$249K +$5.76K +71 +2%
IF
2234
Ironwood Financial
Arizona
$249K -$13.7K -169 -5%
DIP
2235
Davis Investment Partners
North Carolina
$249K -$53.4K -658 -18%
DWM
2236
DecisionMap Wealth Management
Virginia
$249K -$62.7K -773 -21%
WSWA
2237
Warren Street Wealth Advisors
California
$249K +$13.8K +170 +6%
TDC
2238
Thompson Davis & Co
Virginia
$248K -$72.3K -891 -23%
PCP
2239
Panoramic Capital Partners
Oregon
$248K +$2.92K +36 +1%
OHWP
2240
Oak Harbor Wealth Partners
North Carolina
$248K -$10.4K -128 -4%
MAM
2241
McLean Asset Management
Virginia
$248K +$2.03K +25 +0.8%
FMN
2242
Financial Management Network
California
$248K -$56.8K -700 -19%
NLP
2243
Next Level Private
New York
$247K +$16.3K +201 +7%
CCM
2244
Cinctive Capital Management
New York
$247K -$4.94M -60,923 -95%
UFA
2245
Uptown Financial Advisors
Texas
$246K – – –
USWIA
2246
UP Strategic Wealth Investment Advisors
Pennsylvania
$246K -$36.6K -451 -14%
NB
2247
Northwest Bancshares
Pennsylvania
$246K -$16.2K -200 -6%
PWA
2248
Phoenix Wealth Advisors
North Carolina
$246K +$238K +2,939 New
KL
2249
KWMG LLC
Kansas
$246K +$1.95K +24 +0.8%
BSB
2250
Bangor Savings Bank
Maine
$246K -$28.4K -350 -11%