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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
FRM
2276
Fox Run Management
Connecticut
$233K -$922K -11,370 -80%
WAS
2277
Winch Advisory Services
Wisconsin
$233K +$1.14K +14 +0.5%
TPWA
2278
Twin Peaks Wealth Advisors
California
$233K +$3.41K +42 +2%
MHWM
2279
Montz Harcus Wealth Management
Louisiana
$233K +$892 +11 +0.4%
CWM
2280
Cherrydale Wealth Management
New Jersey
$232K
QPW
2281
Quantum Private Wealth
Florida
$231K
ACM
2282
Avalon Capital Management
California
$230K -$218K -2,690 -49%
SA
2283
Skyline Advisors
Washington
$230K
JC
2284
JB Capital
Connecticut
$230K -$4.87K -60 -2%
WA
2285
WBH Advisory
Maryland
$230K +$81 +1 +0%
FWP
2286
Firethorn Wealth Partners
Georgia
$229K +$221K +2,729 New
YDMI
2287
Y.D. More Investments
Israel
$228K -$39.1K -482 -15%
HL
2288
HeadInvest LLC
Maine
$228K -$24.3K -300 -10%
ACC
2289
Acorn Creek Capital
Colorado
$227K -$568 -7 -0.3%
RB
2290
Rodgers Brothers
Pennsylvania
$227K +$324 +4 +0.1%
IW
2291
Instrumental Wealth
Florida
$227K +$214K +2,635 New
SFG
2292
Sovereign Financial Group
Connecticut
$227K -$20.8K -257 -9%
CIR
2293
Clear Investment Research
Georgia
$226K
AWM
2294
Aries Wealth Management
Maine
$226K
TGIA
2295
Torrey Growth & Income Advisors
California
$226K +$219K +2,700 New
CIM
2296
Cambria Investment Management
California
$226K +$219K +2,699 New
BIA
2297
Beacon Investment Advisors
Maryland
$226K +$6.24K +77 +3%
FA
2298
Faithward Advisors
Pennsylvania
$226K +$13K +160 +6%
Cohen & Steers
2299
Cohen & Steers
New York
$226K
DCM
2300
Donaldson Capital Management
Indiana
$226K +$219K +2,695 New