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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
AA
2326
Addison Advisors
Vermont
$111K -$2.85K -38 -2%
RMP
2327
Richards, Merrill & Peterson
Washington
$110K – – –
OP
2328
ORG Partners
Indiana
$110K +$20K +266 +21%
SWIM
2329
Smallwood Wealth Investment Management
New Jersey
$109K +$114K +1,513 New
ANBT
2330
American National Bank & Trust
Texas
$107K – – –
BCMLT
2331
Beacon Capital Management LLC (Tennessee)
Tennessee
$107K +$450 +6 +0.4%
TFGT
2332
TS Financial Group (TSFG)
Illinois
$106K +$110K +1,471 New
CA
2333
Centerpoint Advisors
Massachusetts
$105K – – –
RF
2334
Rossby Financial
Florida
$103K +$111K +1,484 New
UIA
2335
Ulland Investment Advisors
Minnesota
$103K – – –
SIC
2336
SJS Investment Consulting
Ohio
$102K +$225 +3 +0.2%
MMCM
2337
Murphy & Mullick Capital Management
New York
$101K +$3.98K +53 +4%
CB
2338
Community Bank
New York
$101K – – –
SA
2339
SRH Advisors
Kansas
$101K – – –
MSWM
2340
Mowery & Schoenfeld Wealth Management
Illinois
$99.1K +$526 +7 +0.5%
PFG
2341
Putney Financial Group
California
$98.4K -$7.51K -100 -7%
FC
2342
Family CFO
California
$96.7K – – –
MEG
2343
Millstone Evans Group
Colorado
$96.6K – – –
IBOK
2344
Independence Bank of Kentucky
Kentucky
$95K – – –
BWL
2345
Bogart Wealth LLC
Virginia
$94.2K +$14.7K +196 +18%
CT
2346
Clearstead Trust
Maine
$93.3K -$9.84K -131 -9%
TCM
2347
TruNorth Capital Management
Michigan
$93.3K – – –
SCB
2348
Saudi Central Bank
Saudi Arabia
$92.9K +$97.2K +1,294 New
USB
2349
Union Savings Bank
Connecticut
$92.8K – – –
CYG
2350
Clean Yield Group
Vermont
$91.5K -$526 -7 -0.5%