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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
JFGLC
2301
Johnson Financial Group LLC (Colorado)
Colorado
$267K +$259K +3,229 New
PWM
2302
Parkway Wealth Management
Texas
$267K -$37.8K -470 -13%
HPM
2303
Hoxton Planning & Management
West Virginia
$267K -$1.77K -22 -0.7%
OIS
2304
Okabena Investment Services
Minnesota
$267K
AFS
2305
Axiom Financial Strategies
Indiana
$266K
MWM
2306
MinichMacGregor Wealth Management
New York
$265K -$16.1K -200 -6%
BIA
2307
Bell Investment Advisors
California
$265K +$35.8K +446 +16%
KA
2308
Kearns & Associates
California
$264K -$165K -2,050 -39%
FMN
2309
Financial Management Network
California
$264K +$1.29K +16 +0.5%
CIA
2310
Caledonia Investments (Australia)
Australia
$264K
SIC
2311
SFE Investment Counsel
California
$264K -$21.9K -273 -8%
RFN
2312
RDA Financial Network
Iowa
$264K +$10.6K +132 +4%
CSB
2313
City State Bank
Iowa
$264K
BAM
2314
Brave Asset Management
New Jersey
$263K
FWM
2315
Finer Wealth Management
Massachusetts
$263K
ASG
2316
Advisory Solutions Group
Minnesota
$263K +$256K +3,187 New
SPI
2317
Sutton Place Investors
New York
$263K -$4.26K -53 -2%
AWA
2318
Aletheian Wealth Advisors
Washington
$263K +$30.1K +374 +13%
OCWP
2319
Owl Creek Wealth Partners
Colorado
$263K +$6.51K +81 +3%
BFC
2320
Blue Fin Capital
Rhode Island
$263K +$80 +1 +0%
SQA
2321
Simon Quick Advisors
New Jersey
$263K +$17.6K +219 +7%
4A
2322
4Wealth Advisors
Illinois
$262K -$241 -3 -0.1%
IF
2323
Ironwood Financial
Arizona
$262K +$80 +1 +0%
FWM
2324
Forza Wealth Management
Florida
$261K
CAG
2325
Centerpoint Advisory Group
Kansas
$261K -$80.4K -1,000 -24%