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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
YDMI
2501
Y.D. More Investments
Israel
$157K -$24.7K -288 -13%
TLFA
2502
True Link Financial Advisors
California
$157K -$34.1K -397 -17%
HPIA
2503
Hamilton Point Investment Advisors
North Carolina
$157K – – –
CFSG
2504
Community Financial Services Group
Vermont
$155K +$165K +1,921 New
GEA
2505
Glen Eagle Advisors
New Jersey
$154K +$86 +1 +0.1%
HWA
2506
Heritage Wealth Advisors
Virginia
$153K +$27.1K +315 +20%
ME
2507
McIlrath & Eck
Washington
$153K +$344 +4 +0.2%
SWP
2508
Strategic Wealth Partners
Ohio
$152K +$12.1K +141 +8%
KFI
2509
Key Financial Inc
Pennsylvania
$152K +$6.27K +73 +4%
JEST
2510
JTC Employer Solutions Trustee
Jersey
$152K – – –
TF
2511
Tompkins Financial
New York
$150K +$15.7K +183 +11%
PWMG
2512
Prestige Wealth Management Group
New Jersey
$147K +$16.2K +189 +11%
BWL
2513
Bogart Wealth LLC
Virginia
$145K +$19.4K +226 +14%
FFA
2514
Frazier Financial Advisors
Ohio
$144K +$24K +279 +18%
FCMT
2515
Founders Capital Management (Texas)
Texas
$144K -$248K -2,884 -61%
WIM
2516
Westside Investment Management
California
$144K – – –
CHC
2517
City Holding Co
West Virginia
$143K +$6.44K +75 +4%
UCB
2518
United Community Bank
South Carolina
$142K +$32.6K +380 +27%
CPG
2519
Cornerstone Planning Group
New Jersey
$142K +$8.59K +100 +6%
CIR
2520
Clear Investment Research
Georgia
$139K +$150K +1,743 New
SAM
2521
Sherman Asset Management
California
$138K – – –
EPIME
2522
Evelyn Partners Investment Management (Europe)
$135K – – –
PWM
2523
Proathlete Wealth Management
Florida
$134K – – –
II
2524
Inspire Investing
Idaho
$133K – – –
BHWM
2525
Bay Harbor Wealth Management
Maryland
$132K +$344 +4 +0.2%
99 100
101
102 103