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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFG
2601
REAP Financial Group
Texas
$158K +$12.8K +148 +10%
PWM
2602
Proathlete Wealth Management
Florida
$157K – – –
M
2603
MOTCO
Texas
$157K – – –
SVCP
2604
Silicon Valley Capital Partners
California
$157K +$43.9K +506 +43%
FUBT
2605
First United Bank & Trust
Maryland
$157K -$1.3K -15 -0.9%
II
2606
Inspire Investing
Idaho
$156K +$146K +1,676 New
PWMG
2607
Prestige Wealth Management Group
New Jersey
$155K +$5.12K +59 +4%
BHWM
2608
Bay Harbor Wealth Management
Maryland
$155K -$1.39K -16 -1%
LAMC
2609
Longview Asset Management (California)
California
$154K – – –
CA
2610
Centerpoint Advisors
Massachusetts
$154K -$1.39K -16 -1%
ANBT
2611
American National Bank & Trust
Texas
$154K +$31.2K +359 +28%
OC
2612
Optima Capital
Oregon
$154K +$143K +1,649 New
SWIM
2613
Smallwood Wealth Investment Management
New Jersey
$150K +$13K +150 +10%
HWA
2614
Heritage Wealth Advisors
Virginia
$150K – – –
CT
2615
Clearstead Trust
Maine
$149K -$9.81K -113 -7%
BWL
2616
Bogart Wealth LLC
Virginia
$149K +$695 +8 +0.5%
FMP
2617
Financial Management Professionals
Texas
$149K +$58.3K +672 +73%
CYG
2618
Clean Yield Group
Vermont
$148K – – –
MMCM
2619
Murphy & Mullick Capital Management
New York
$147K +$5.56K +64 +4%
CPG
2620
Cornerstone Planning Group
New Jersey
$147K +$125K +1,440 +621%
HCM
2621
Hollencrest Capital Management
California
$145K – – –
KBFS
2622
Kohmann Bosshard Financial Services
Ohio
$144K +$134K +1,542 New
PP
2623
Paladin Partners
Wisconsin
$144K +$134K +1,540 New
FFA
2624
Frazier Financial Advisors
Ohio
$143K +$33.3K +384 +33%
AWM
2625
Activest Wealth Management
Florida
$141K +$93K +1,071 +240%
103 104
105
106 107