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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
IW
2426
Instrumental Wealth
Florida
$215K -$3.09K -36 -1%
JIG
2427
Junk Investment Group
Maryland
$215K +$232K +2,701 New
Harel Insurance Investments & Financial Services
2428
Harel Insurance Investments & Financial Services
Israel
$215K +$232K +2,700 New
AWM
2429
Aries Wealth Management
Maine
$215K -$11.2K -130 -5%
BIA
2430
Beacon Investment Advisors
Maryland
$215K +$86 +1 +0%
GAM
2431
Grandview Asset Management
Pennsylvania
$214K +$1.12K +13 +0.5%
SF
2432
SWP Financial
California
$214K – – –
OPWM
2433
Oregon Pacific Wealth Management
Oregon
$214K -$76.7K -893 -25%
ACC
2434
Acorn Creek Capital
Colorado
$213K -$6.53K -76 -3%
CWM
2435
Cherrydale Wealth Management
New Jersey
$213K -$7.9K -92 -3%
WFPG
2436
Waller Financial Planning Group
Ohio
$213K – – –
NCM
2437
NCM Capital Management
New Jersey
$212K +$86 +1 +0%
MHWM
2438
Montz Harcus Wealth Management
Louisiana
$212K -$15.4K -179 -6%
CCP
2439
Clarkston Capital Partners
Michigan
$211K – – –
KFS
2440
Kurt F. Somerville
$211K – – –
IA
2441
IFC Advisors
California
$211K -$78K -908 -26%
WCM
2442
Washington Capital Management
Washington
$210K -$56.7K -660 -20%
FWP
2443
Firethorn Wealth Partners
Georgia
$210K -$5.41K -63 -2%
SCM
2444
Spring Capital Management
Texas
$210K – – –
IWP
2445
Innova Wealth Partners
Pennsylvania
$209K +$687 +8 +0.3%
HFBOT
2446
Home Federal Bank of Tennessee
Tennessee
$209K +$225K +2,625 New
WE
2447
Wealth Effects
Massachusetts
$209K +$225K +2,625 New
BPC
2448
Bearing Point Capital
Minnesota
$209K – – –
EPM
2449
Elm Partners Management
Pennsylvania
$208K +$233K +2,708 New
BST
2450
Bath Savings Trust
Maine
$208K – – –