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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
KOC
2351
Koss-Olinger Consulting
Florida
$207K -$87.3K -1,076 -29%
CCG
2352
Cypress Capital Group
Florida
$207K -$7.79K -96 -4%
SFWC
2353
Strategic Family Wealth Counselors
New Jersey
$207K +$200K +2,465 New
SWM
2354
Seed Wealth Management
Illinois
$205K -$97.3K -1,200 -33%
EFL
2355
ERn Financial LLC
Wisconsin
$205K +$198K +2,441 New
IA
2356
Intellus Advisors
Florida
$205K +$198K +2,440 New
VIA
2357
Victrix Investment Advisors
Florida
$204K +$197K +2,433 New
FAN
2358
Financial Advisors Network
California
$204K +$197K +2,430 New
ACA
2359
American Capital Advisory
Idaho
$203K -$11.9K -147 -6%
FBFS
2360
First Business Financial Services
Wisconsin
$203K +$197K +2,425 New
OIS
2361
Okabena Investment Services
Minnesota
$203K +$197K +2,425 New
CSA
2362
Cornerstone Select Advisors
Missouri
$203K +$196K +2,422 New
AI
2363
Auour Investments
Massachusetts
$202K +$196K +2,413 New
LJHT
2364
Laurie J. Hall Trustee
$202K +$196K +2,412 New
BFA
2365
Bright Financial Advisors
Michigan
$202K +$196K +2,411 New
PAG
2366
Paladin Advisory Group
Iowa
$202K
GD
2367
Grandfield & Dodd
New York
$200K +$194K +2,391 New
VHAM
2368
Van Hulzen Asset Management
California
$200K +$194K +2,391 New
EFSCE
2369
Enterprise Financial Services Corp (EFSC)
Missouri
$200K -$36.8K -454 -16%
EBA
2370
Eagle Bay Advisors
New York
$200K +$194K +2,390 New
RW
2371
Rede Wealth
Virginia
$200K +$194K +2,390 New
BWMG
2372
Barnes Wealth Management Group
California
$200K +$194K +2,390 New
LT
2373
Legacy Trust
Michigan
$196K +$190K +2,341 New
CBT
2374
Crews Bank & Trust
Florida
$196K -$8.11K -100 -4%
AAG
2375
Armstrong Advisory Group
Massachusetts
$195K +$324 +4 +0.2%