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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EWS
2251
Eagle Wealth Strategies
New Jersey
$273K -$8.16K -95 -3%
API
2252
Asset Planning Inc
California
$273K +$18.3K +213 +7%
RA
2253
Rise Advisors
New York
$273K -$6.79K -79 -2%
SF
2254
Symphony Financial
Texas
$273K -$77.9K -907 -21%
JGIA
2255
Jackson Grant Investment Advisers
Connecticut
$272K +$32.2K +375 +12%
PB
2256
Prosperity Bancshares
Texas
$272K -$70.2K -817 -19%
MWM
2257
MinichMacGregor Wealth Management
New York
$272K -$253K -2,946 -46%
WS
2258
Wilian Securities
Minnesota
$271K -$1.12K -13 -0.4%
ABLA
2259
Alan B. Lancz & Associates
Ohio
$271K -$34.4K -400 -11%
OC
2260
Oakworth Capital
Alabama
$270K +$344 +4 +0.1%
BWS
2261
BCR Wealth Strategies
Alabama
$270K -$32.8K -382 -10%
CWA
2262
Consilio Wealth Advisors
Washington
$270K -$12.5K -145 -4%
LWM
2263
Lionshead Wealth Management
New York
$270K -$7.04K -82 -2%
ACA
2264
Affinity Capital Advisors
California
$269K +$9.96K +116 +4%
SW
2265
Solidarity Wealth
Utah
$269K +$290K +3,376 New
OFW
2266
Omnia Family Wealth
Florida
$268K -$91.9K -1,070 -24%
SCA
2267
Scott Capital Advisors
Oregon
$267K -$1.37K -16 -0.5%
ETS
2268
ESL Trust Services
New York
$267K – – –
Index Fund Advisors
2269
Index Fund Advisors
California
$267K -$773 -9 -0.3%
VC
2270
Veery Capital
Delaware
$266K -$4.04K -47 -1%
CPC
2271
Consolidated Planning Corp
Georgia
$266K -$67.5K -786 -19%
FPL
2272
Fortress Private Ledger
North Carolina
$265K -$1.19M -13,908 -81%
BW
2273
BXM Wealth
Colorado
$265K -$19.2K -224 -6%
CWP
2274
Core Wealth Partners
California
$264K -$1.46K -17 -0.5%
QFW
2275
QTR Family Wealth
Florida
$264K +$55.4K +645 +25%