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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
WIC
2426
Willis Investment Counsel
Georgia
$231K – – –
TC
2427
Trust Company
Kansas
$231K +$117K +1,459 +109%
NC
2428
NewSquare Capital
Pennsylvania
$231K -$3.94K -49 -2%
BWM
2429
BCS Wealth Management
Tennessee
$231K +$17.8K +221 +9%
EFG
2430
Ethos Financial Group
Pennsylvania
$230K -$66.4K -826 -23%
SIG
2431
Spinnaker Investment Group
California
$230K +$223K +2,778 New
VA
2432
Veratis Advisors
North Carolina
$229K +$227K +2,828 New
JWM
2433
JPL Wealth Management
Colorado
$229K +$5.38K +67 +2%
SGWM
2434
Sterling Group Wealth Management
California
$229K -$78.4K -976 -26%
CFGW
2435
Chancellor Financial Group WB
Pennsylvania
$229K – – –
GWA
2436
Gratus Wealth Advisors
Virginia
$229K -$7.88K -98 -3%
WPA
2437
West Paces Advisors
Georgia
$229K +$1.13K +14 +0.5%
SWA
2438
SOA Wealth Advisors
New York
$228K – – –
FWP
2439
Family Wealth Partners
North Carolina
$227K +$221K +2,747 New
RIS
2440
Richmond Investment Services
Wisconsin
$227K -$322K -4,012 -59%
SA
2441
Skyline Advisors
Washington
$227K – – –
PIP
2442
Peachtree Investment Partners
Florida
$226K +$13.3K +165 +6%
AAS
2443
Asset Allocation Strategies
Michigan
$225K +$402 +5 +0.2%
CPCP
2444
Cedar Point Capital Partners
Iowa
$225K -$47K -585 -18%
PCH
2445
PGIM Custom Harvest
New Jersey
$225K +$12.7K +158 +6%
FBFS
2446
First Business Financial Services
Wisconsin
$224K +$218K +2,715 New
JIG
2447
Junk Investment Group
Maryland
$224K +$804 +10 +0.4%
CFG
2448
Copley Financial Group
California
$224K -$129K -1,601 -37%
MAA
2449
Mraz Amerine & Associates
California
$224K – – –
RRA
2450
Red Reef Advisors
Florida
$223K -$303K -3,776 -58%