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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
EP
2451
Essential Planning
New Hampshire
$207K – – –
TYCC
2452
Texas Yale Capital Corp
Florida
$206K – – –
EFL
2453
ERn Financial LLC
Wisconsin
$206K +$222K +2,582 New
AI
2454
AXS Investments
New York
$205K -$12.3K -143 -5%
WWM
2455
WT Wealth Management
Arizona
$205K -$21.5K -250 -9%
FWA
2456
Flagship Wealth Advisors
Massachusetts
$205K – – –
BIM
2457
Baldwin Investment Management
Pennsylvania
$205K +$17.2K +200 +8%
BWM
2458
BCS Wealth Management
Tennessee
$205K -$284K -3,309 -56%
CFFP
2459
Center for Financial Planning
Michigan
$204K – – –
PIP
2460
Peachtree Investment Partners
Florida
$204K – – –
PGIM Custom Harvest
2461
PGIM Custom Harvest
New Jersey
$204K -$66.7K -777 -23%
MAG
2462
Meadowbrook Advisors Group
New Jersey
$204K +$220K +2,559 New
Saturna Capital
2463
Saturna Capital
Washington
$204K – – –
KFA
2464
Kapstone Financial Advisors
Ohio
$204K – – –
IIA
2465
IPG Investment Advisors
California
$203K -$1.5M -17,479 -87%
AF
2466
Affiance Financial
Minnesota
$203K – – –
CS
2467
Capital Square
Tennessee
$203K +$3.18K +37 +1%
WAOI
2468
Wealth Advisors of Iowa
Iowa
$203K +$219K +2,549 New
SFS
2469
Security Financial Services
Indiana
$202K +$12.7K +148 +6%
IA
2470
Intellus Advisors
Florida
$202K -$2.06K -24 -0.9%
SA
2471
Sovran Advisors
California
$202K – – –
MKC
2472
M. Kraus & Co
Vermont
$202K – – –
SWM
2473
Sculati Wealth Management
Michigan
$202K -$29.1K -339 -12%
TCOTS
2474
Trust Company of the South
North Carolina
$201K – – –
GWP
2475
Gen-Wealth Partners
Michigan
$201K -$21.3K -248 -9%