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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
OP
2276
ORG Partners
Indiana
$234K -$148K -1,824 -39%
AFS
2277
Axiom Financial Strategies
Indiana
$234K +$7.7K +95 +4%
FRM
2278
Fox Run Management
Connecticut
$233K -$922K -11,370 -80%
WAS
2279
Winch Advisory Services
Wisconsin
$233K +$1.14K +14 +0.5%
TPWA
2280
Twin Peaks Wealth Advisors
California
$233K +$3.41K +42 +2%
MHWM
2281
Montz Harcus Wealth Management
Louisiana
$233K +$892 +11 +0.4%
CWM
2282
Cherrydale Wealth Management
New Jersey
$232K – – –
QPW
2283
Quantum Private Wealth
Florida
$231K – – –
ACM
2284
Avalon Capital Management
California
$230K -$218K -2,690 -49%
SA
2285
Skyline Advisors
Washington
$230K – – –
JC
2286
JB Capital
Connecticut
$230K -$4.87K -60 -2%
WA
2287
WBH Advisory
Maryland
$230K +$81 +1 +0%
FWP
2288
Firethorn Wealth Partners
Georgia
$229K +$221K +2,729 New
YDMI
2289
Y.D. More Investments
Israel
$228K -$39.1K -482 -15%
HL
2290
HeadInvest LLC
Maine
$228K -$24.3K -300 -10%
ACC
2291
Acorn Creek Capital
Colorado
$227K -$568 -7 -0.3%
RB
2292
Rodgers Brothers
Pennsylvania
$227K +$324 +4 +0.1%
IW
2293
Instrumental Wealth
Florida
$227K +$214K +2,635 New
SFG
2294
Sovereign Financial Group
Connecticut
$227K -$20.8K -257 -9%
CIR
2295
Clear Investment Research
Georgia
$226K – – –
AWM
2296
Aries Wealth Management
Maine
$226K – – –
TGIA
2297
Torrey Growth & Income Advisors
California
$226K +$219K +2,700 New
CIM
2298
Cambria Investment Management
California
$226K +$219K +2,699 New
BIA
2299
Beacon Investment Advisors
Maryland
$226K +$6.24K +77 +3%
FA
2300
Faithward Advisors
Pennsylvania
$226K +$13K +160 +6%