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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EI
2301
Ellevest Inc
New York
$288K -$1.65K -19 -0.6%
CWA
2302
Canvas Wealth Advisors
Kansas
$288K -$3.65K -42 -1%
NCTC
2303
New Covenant Trust Company
Indiana
$288K -$7.55K -87 -3%
NCMW
2304
Northern Capital Management (Washington)
Washington
$287K -$521 -6 -0.2%
IPWA
2305
International Private Wealth Advisors
California
$286K – – –
HWA
2306
Heartwood Wealth Advisors
Virginia
$285K -$16.1K -185 -6%
EFG
2307
Ethos Financial Group
Pennsylvania
$285K +$38.9K +448 +17%
FFG
2308
First Financial Group
North Carolina
$284K -$77.9K -897 -23%
LS
2309
Leelyn Smith
Illinois
$284K – – –
TAFW
2310
Tred Avon Family Wealth
Maryland
$284K -$30.4K -350 -10%
CFS
2311
Compass Financial Services
Iowa
$284K +$695 +8 +0.3%
JGIA
2312
Jackson Grant Investment Advisers
Connecticut
$284K +$4.6K +53 +2%
GRR
2313
Golden Reserve Retirement
Ohio
$284K +$264K +3,046 New
GA
2314
Goldstein Advisors
Wisconsin
$283K +$20.8K +240 +9%
SHWM
2315
Smith & Howard Wealth Management
Georgia
$283K – – –
PCP
2316
Panoramic Capital Partners
Oregon
$282K +$6.08K +70 +2%
IF
2317
Ironwood Financial
Arizona
$282K – – –
UBG
2318
United Bank (Georgia)
Georgia
$282K -$17.8K -205 -6%
DFG
2319
Demars Financial Group
Washington
$282K – – –
BOH
2320
Bank of Hawaii
Hawaii
$281K +$7.73K +89 +3%
AA
2321
Apriem Advisors
California
$281K -$10.6K -122 -4%
GA
2322
GSG Advisors
New Jersey
$281K -$138K -1,588 -35%
EFSCE
2323
Enterprise Financial Services Corp (EFSC)
Missouri
$281K +$54.1K +623 +26%
IWAO
2324
Independence Wealth Advisors (Ohio)
Ohio
$281K +$262K +3,014 New
CCP
2325
Cane Capital Partners
Louisiana
$281K +$261K +3,011 New
91 92
93
94 95