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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
GWS
2501
Greykasell Wealth Strategies
California
$40.1K – – –
BOTPPF
2502
Board of the Pension Protection Fund
United Kingdom
$40.1K +$36.1K +500 New
FLFS
2503
Family Legacy Financial Solutions
North Carolina
$40.1K +$36.1K +500 New
PGAM
2504
Princeton Global Asset Management
New Jersey
$39.9K +$21.5K +298 +148%
PP
2505
PFS Partners
New Jersey
$38.6K +$12.3K +171 +55%
SHIM
2506
Stone House Investment Management
Pennsylvania
$38.5K +$216 +3 +0.6%
CWP
2507
Clark Wealth Partners
Illinois
$37.7K +$72 +1 +0.2%
MLA
2508
MB, Levis & Associates
Pennsylvania
$37.3K – – –
JFG
2509
JDM Financial Group
Texas
$37.3K -$1.51K -21 -4%
RWM
2510
Rialto Wealth Management
New York
$36.6K +$3.32K +46 +11%
HFS
2511
Hughes Financial Services
Virginia
$36.5K -$1.44K -20 -4%
PAM
2512
Parvin Asset Management
South Dakota
$36.1K – – –
1M
2513
1248 Management
Missouri
$34.9K – – –
BAM
2514
Bellevue Asset Management
Washington
$34.7K +$144 +2 +0.5%
NWM
2515
Nova Wealth Management
Florida
$34.3K +$16.4K +227 +113%
SIS
2516
Strategic Investment Solutions
Illinois
$34.1K – – –
DF
2517
Dunhill Financial
United Kingdom
$33.8K -$7.57K -105 -20%
ACM
2518
Accent Capital Management
Ohio
$32.4K – – –
KPP
2519
Kings Path Partners
Texas
$32K – – –
CAM
2520
Costello Asset Management
Pennsylvania
$31.9K – – –
CFS
2521
CGC Financial Services
Oregon
$31.7K +$8.36K +116 +41%
KG
2522
Kilter Group
New York
$31K +$27.9K +387 New
MWM
2523
Mascoma Wealth Management
New Hampshire
$30.4K – – –
T
2524
Tidemark
California
$28.6K +$4.47K +62 +21%
CIAS
2525
CBIZ Investment Advisory Services
Ohio
$28.2K -$1.8K -25 -7%
99 100
101
102 103