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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
Cohen & Steers
2301
Cohen & Steers
New York
$226K – – –
DCM
2302
Donaldson Capital Management
Indiana
$226K +$219K +2,695 New
ACA
2303
Affinity Capital Advisors
California
$226K +$5.51K +68 +2%
GWA
2304
Gratus Wealth Advisors
Virginia
$226K +$324 +4 +0.1%
ACA
2305
Aspire Capital Advisors
Washington
$225K -$5.03K -62 -2%
RPGK
2306
Retirement Planning Group (Kansas)
Kansas
$224K +$217K +2,677 New
WFPG
2307
Waller Financial Planning Group
Ohio
$224K -$38.7K -477 -15%
VFP
2308
Verus Financial Partners
Virginia
$223K +$243 +3 +0.1%
NCM
2309
NCM Capital Management
New Jersey
$223K +$81 +1 +0%
SF
2310
SWP Financial
California
$223K -$76.1K -938 -26%
KFG
2311
Kingdom Financial Group
Arizona
$223K +$8.76K +108 +4%
ITB
2312
Idaho Trust Bank
Idaho
$223K – – –
CCP
2313
Clarkston Capital Partners
Michigan
$222K – – –
KFS
2314
Kurt F. Somerville
$222K – – –
SCM
2315
Spring Capital Management
Texas
$221K – – –
SAA
2316
Southeast Asset Advisors
Georgia
$221K – – –
RCMU
2317
Rokos Capital Management (UK)
United Kingdom
$221K +$214K +2,633 New
WPA
2318
West Paces Advisors
Georgia
$219K -$8.6K -106 -4%
EFG
2319
Ethos Financial Group
Pennsylvania
$218K -$40K -493 -16%
BIA
2320
BHK Investment Advisors
Alabama
$218K -$4.05K -50 -2%
EP
2321
Essential Planning
New Hampshire
$218K – – –
TYCC
2322
Texas Yale Capital Corp
Florida
$217K – – –
PH
2323
Pinnacle Holdings
Oklahoma
$216K – – –
BST
2324
Bath Savings Trust
Maine
$215K – – –
CFGW
2325
Chancellor Financial Group WB
Pennsylvania
$215K +$208K +2,562 New