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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
SRM
2276
Shelter Rock Management
New York
$299K +$279K +3,212 New
EWA
2277
Emergent Wealth Advisors
New York
$299K +$30.9K +356 +12%
MTIC
2278
Missouri Trust & Investment Company
Missouri
$299K – – –
HGWM
2279
Horst & Graben Wealth Management
Oregon
$298K +$174 +2 +0.1%
Caledonia Investments (Australia)
2280
Caledonia Investments (Australia)
Australia
$298K – – –
KOMWMG
2281
Kerntke Otto McGlone Wealth Management Group
Wisconsin
$298K +$1.48K +17 +0.5%
DF Dent & Co
2282
DF Dent & Co
Maryland
$297K -$171K -1,965 -38%
BAM
2283
Brave Asset Management
New Jersey
$297K – – –
GWM
2284
Greenwich Wealth Management
Connecticut
$297K – – –
BFC
2285
Blue Fin Capital
Rhode Island
$296K +$3.3K +38 +1%
IAS
2286
Investment Advisory Services
Texas
$296K +$14K +161 +5%
WA
2287
Walsh & Associates
Florida
$295K +$275K +3,167 New
AGC
2288
August Group Capital
$295K +$275K +3,166 New
Penserra Capital Management
2289
Penserra Capital Management
California
$295K -$3.82K -44 -1%
FWM
2290
Forza Wealth Management
Florida
$295K – – –
VCM
2291
Vivaldi Capital Management
Illinois
$294K -$9.2K -106 -3%
WPW
2292
Watershed Private Wealth
Illinois
$294K +$274K +3,158 New
KCP
2293
Kera Capital Partners
California
$294K +$23.9K +275 +9%
AP
2294
Atwood & Palmer
Missouri
$294K – – –
JWS
2295
Juncture Wealth Strategies
Arizona
$294K – – –
TAP
2296
Tounjian Advisory Partners
Florida
$293K -$14.2K -164 -5%
SCA
2297
Scott Capital Advisors
Oregon
$293K -$3.65K -42 -1%
4A
2298
4Wealth Advisors
Illinois
$293K +$273K +3,140 New
WSFG
2299
Wall Street Financial Group
Illinois
$292K +$18.8K +217 +7%
HFAS
2300
Hummer Financial Advisory Services
Illinois
$291K – – –