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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
BWP
2226
BSW Wealth Partners
Colorado
$280K +$5.33K +62 +2%
CAL
2227
Capital Advisors Ltd
Ohio
$280K +$9.62K +112 +3%
PAG
2228
Powers Advisory Group
Illinois
$280K +$258 +3 +0.1%
Cohen & Steers
2229
Cohen & Steers
New York
$279K +$68.7K +800 +30%
FOA
2230
Five Oceans Advisors
California
$279K -$4.47K -52 -1%
CIS
2231
Custom Index Systems
New York
$279K – – –
TFA
2232
Tobias Financial Advisors
Florida
$279K -$51.7K -602 -15%
DOA
2233
D'Orazio & Associates
Virginia
$278K +$1.72K +20 +0.6%
FFA
2234
Fi3 Financial Advisors
Indiana
$278K -$19.4K -226 -6%
HBK Investments
2235
HBK Investments
Texas
$278K +$300K +3,492 New
MWM
2236
McMill Wealth Management
Nebraska
$278K – – –
CWA
2237
Centennial Wealth Advisory
Michigan
$277K -$61.8K -720 -17%
NG
2238
Northstar Group
New York
$277K +$1.03K +12 +0.3%
BFA
2239
Beaumont Financial Advisors
Massachusetts
$277K -$13.1K -153 -4%
W
2240
Wealthquest
Ohio
$277K -$61.6K -717 -17%
SFC
2241
Sprinkle Financial Consultants
Colorado
$276K -$3.01K -35 -1%
GA
2242
Goldstein Advisors
Wisconsin
$276K +$37K +431 +14%
SIC
2243
SFE Investment Counsel
California
$276K – – –
Vaughan David Investments
2244
Vaughan David Investments
Illinois
$276K +$86 +1 +0%
NWA
2245
New World Advisors
Massachusetts
$275K -$30.2K -352 -9%
VWA
2246
Vistica Wealth Advisors
California
$275K +$14.1K +164 +5%
CB
2247
Chris Bulman
California
$275K +$296K +3,450 New
VFP
2248
Verus Financial Partners
Virginia
$274K +$61K +710 +27%
DCA
2249
DB&C Advisors
Michigan
$274K +$1.12K +13 +0.4%
FHA
2250
Flagship Harbor Advisors
Massachusetts
$274K -$2.58K -30 -0.9%