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Wells Fargo

Name Holding Trade Value Shares
Change
Change in
Stake
LC
2551
LCNB Corp
Ohio
$206K +$192K +2,207 New
GCM
2552
Gables Capital Management
Florida
$205K
IHL
2553
Investment House LLC
California
$205K +$191K +2,200 New
FWM
2554
Forefront Wealth Management
Pennsylvania
$205K +$191K +2,199 New
OCPWS
2555
One Charles Private Wealth Services
Massachusetts
$204K +$190K +2,185 New
SIG
2556
Spinnaker Investment Group
California
$204K +$190K +2,184 New
TBT
2557
Texas Bank & Trust
Texas
$203K +$190K +2,183 New
WMP
2558
Wealth Management Partners
Arizona
$203K +$189K +2,179 New
KPWM
2559
KDK Private Wealth Management
Texas
$202K +$188K +2,171 New
SWP
2560
Summit Wealth Partners
Florida
$202K +$188K +2,170 New
FF
2561
Formulate Financial
Florida
$202K +$188K +2,170 New
RWB
2562
RMR Wealth Builders
New Jersey
$202K +$188K +2,169 New
AWM
2563
Act Wealth Management
Texas
$202K +$188K +2,167 New
ACM
2564
AUA Capital Management
Pennsylvania
$202K +$188K +2,163 New
MFS
2565
McNamara Financial Services
Massachusetts
$202K +$188K +2,163 New
NRW
2566
Nova R Wealth
Kansas
$202K +$188K +2,163 New
FWP
2567
Fiduciary Wealth Partners
Massachusetts
$201K +$187K +2,157 New
NMG
2568
New Millennium Group
Utah
$201K -$28.9K -333 -13%
S
2569
SharpePoint
Arizona
$201K +$187K +2,153 New
PWMG
2570
Pinnacle Wealth Management Group
Michigan
$200K +$187K +2,150 New
SFP
2571
Shepherd Financial Partners
Massachusetts
$200K +$187K +2,150 New
CGA
2572
Crescent Grove Advisors
Illinois
$200K +$186K +2,146 New
WSC
2573
Wellington Shields & Co
New York
$199K +$34.7K +400 +23%
CB
2574
Community Bank
New York
$191K
HDIM
2575
Hanson & Doremus Investment Management
Vermont
$190K