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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
UWPG
2276
Ullmann Wealth Partners Group
Florida
$264K -$79.6K -927 -22%
CIAS
2277
CFS Investment Advisory Services
New Jersey
$263K +$278K +3,236 New
CPCP
2278
Cedar Point Capital Partners
Iowa
$263K – – –
IWP
2279
Invenio Wealth Partners
Florida
$263K +$83.7K +974 +42%
LCA
2280
Legend Capital Advisors
New York
$263K -$10.6K -123 -4%
KCP
2281
Kera Capital Partners
California
$263K +$4.21K +49 +2%
MA
2282
MKT Advisors
California
$262K -$88.9K -1,035 -24%
CAM
2283
Claret Asset Management
Quebec, Canada
$262K +$429 +5 +0.2%
GWM
2284
Greenwich Wealth Management
Connecticut
$261K +$8.25K +96 +3%
HC
2285
Hara Capital
Washington
$261K – – –
Oversea-Chinese Banking Corp (OCBC)
2286
Oversea-Chinese Banking Corp (OCBC)
Singapore
$260K +$290K +3,372 New
JWM
2287
Johnson Wealth Management
North Dakota
$260K -$3.26K -38 -1%
GIA
2288
Guyasuta Investment Advisors
Pennsylvania
$260K +$172 +2 +0.1%
PCMC
2289
Paragon Capital Management (Colorado)
Colorado
$259K – – –
BIG
2290
Builder Investment Group
Georgia
$259K – – –
HPM
2291
Hoxton Planning & Management
West Virginia
$259K -$5.15K -60 -2%
TPWA
2292
Twin Peaks Wealth Advisors
California
$259K -$14.5K -169 -5%
FMN
2293
Financial Management Network
California
$259K -$21K -245 -8%
WA
2294
WBH Advisory
Maryland
$258K +$18.3K +213 +7%
CFA
2295
Capstone Financial Advisors
Illinois
$258K -$2.06K -24 -0.7%
FCM
2296
Fortis Capital Management
Washington
$258K -$9.79K -114 -3%
WMP
2297
Wealth Management Partners
Arizona
$258K +$91K +1,059 +49%
SPI
2298
Sutton Place Investors
New York
$258K +$1.8K +21 +0.7%
SRM
2299
Shelter Rock Management
New York
$257K +$1.46K +17 +0.5%
Penserra Capital Management
2300
Penserra Capital Management
California
$257K +$4.55K +53 +2%