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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
TPWA
2226
Twin Peaks Wealth Advisors
California
$323K +$55.6K +641 +23%
SIC
2227
SFE Investment Counsel
California
$323K – – –
FHA
2228
Flagship Harbor Advisors
Massachusetts
$323K -$25.1K -289 -8%
Vaughan David Investments
2229
Vaughan David Investments
Illinois
$323K -$43.4K -500 -13%
RA
2230
Rise Advisors
New York
$323K -$16.8K -193 -5%
BWP
2231
BSW Wealth Partners
Colorado
$323K -$2K -23 -0.7%
DCA
2232
DB&C Advisors
Michigan
$319K +$297K +3,426 New
LCA
2233
Legend Capital Advisors
New York
$319K +$297K +3,423 New
BFO
2234
Boston Family Office
Massachusetts
$319K -$17.4K -200 -6%
WS
2235
Wilian Securities
Minnesota
$319K +$297K +3,418 New
CA
2236
Crewe Advisors
Utah
$318K +$8.42K +97 +3%
CAL
2237
Capital Advisors Ltd
Ohio
$317K – – –
FFC
2238
Frederick Financial Consultants
Maryland
$317K -$33.2K -382 -10%
VC
2239
Veery Capital
Delaware
$316K +$6.95K +80 +2%
OC
2240
Oakworth Capital
Alabama
$316K +$25.6K +295 +10%
TC
2241
Trilogy Capital
California
$314K -$4.69K -54 -2%
Index Fund Advisors
2242
Index Fund Advisors
California
$313K +$608 +7 +0.2%
FCM
2243
Fortis Capital Management
Washington
$313K +$291K +3,355 New
FC
2244
Farringdon Capital
United Kingdom
$313K -$337K -3,885 -54%
ETS
2245
ESL Trust Services
New York
$312K – – –
NPT
2246
Nixon Peabody Trust
Massachusetts
$312K +$9.98K +115 +4%
CWP
2247
Core Wealth Partners
California
$311K +$290K +3,339 New
PGIM Custom Harvest
2248
PGIM Custom Harvest
New Jersey
$311K +$15.7K +181 +6%
NAM
2249
NTV Asset Management
West Virginia
$310K -$45.6K -525 -14%
FMN
2250
Financial Management Network
California
$309K +$15.6K +180 +6%