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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
OIS
2301
Okabena Investment Services
Minnesota
$257K – – –
CVA
2302
Central Valley Advisors
California
$257K +$277K +3,224 New
AFS
2303
Axiom Financial Strategies
Indiana
$256K +$37K +431 +15%
BWM
2304
BNC Wealth Management
Oregon
$256K – – –
ITFISA
2305
Investors Towarzystwo Funduszy Inwestycyjnych Spolka Akcyjna
$256K +$38.8K +452 +16%
MTIC
2306
Missouri Trust & Investment Company
Missouri
$255K – – –
JTWM
2307
Jackson Thornton Wealth Management
Alabama
$255K +$14.9K +173 +6%
Caledonia Investments (Australia)
2308
Caledonia Investments (Australia)
Australia
$255K – – –
CSB
2309
City State Bank
Iowa
$254K -$2.15K -25 -0.8%
BAM
2310
Brave Asset Management
New Jersey
$254K – – –
FWM
2311
Finer Wealth Management
Massachusetts
$254K -$3.69K -43 -1%
WSFG
2312
Wall Street Financial Group
Illinois
$253K +$4.21K +49 +2%
BFC
2313
Blue Fin Capital
Rhode Island
$253K -$86 -1 -0%
WA
2314
Walsh & Associates
Florida
$253K +$515 +6 +0.2%
VCM
2315
Vivaldi Capital Management
Illinois
$253K +$1.2K +14 +0.4%
IAS
2316
Investment Advisory Services
Texas
$252K -$859 -10 -0.3%
GWM
2317
GDS Wealth Management
Texas
$252K -$6.36K -74 -2%
FWM
2318
Forza Wealth Management
Florida
$252K – – –
AWM
2319
Ariadne Wealth Management
California
$252K -$75.9K -884 -22%
JWS
2320
Juncture Wealth Strategies
Arizona
$251K -$172 -2 -0.1%
DFG
2321
Demars Financial Group
Washington
$250K +$10.1K +118 +4%
WPW
2322
Watershed Private Wealth
Illinois
$249K -$2.15K -25 -0.8%
HFAS
2323
Hummer Financial Advisory Services
Illinois
$249K – – –
HWA
2324
Heartwood Wealth Advisors
Virginia
$248K +$5.24K +61 +2%
SC
2325
Schiavi & Co
Delaware
$248K +$268K +3,116 New