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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
PWMG
2626
Private Wealth Management Group
New Jersey
$63.1K -$2.4K -28 -3%
FC
2627
Fairscale Capital
New Hampshire
$62.1K – – –
BL
2628
BFSG LLC
California
$61.9K +$86 +1 +0.1%
CFM
2629
Cornerstone Financial Management
Massachusetts
$61.5K -$4.38K -51 -6%
RFA
2630
Reyes Financial Architecture
California
$60.7K +$3.01K +35 +5%
SEP
2631
Signature Equity Partners
Ohio
$60.6K +$2.32K +27 +4%
IAAG
2632
Innovative Asset Advisors Group
Connecticut
$60K +$64.8K +754 New
MS
2633
Monetary Solutions
Ohio
$58.9K – – –
VWA
2634
Valued Wealth Advisors
Utah
$58.7K +$3.18K +37 +5%
FDCP
2635
Foster Dykema Cabot & Partners
Massachusetts
$57.8K – – –
HC
2636
Hoese & Co
Minnesota
$57.6K – – –
1CP
2637
1015 Capital Partners
Pennsylvania
$57.4K -$9.96K -116 -14%
T
2638
TOBAM
France
$57K +$9.53K +111 +18%
T
2639
Tidemark
California
$57K +$28.7K +334 +87%
3FI
2640
3 Factor Indexing
California
$56.5K +$61K +710 New
RFS
2641
Richardson Financial Services
Massachusetts
$56.4K -$34.1K -397 -36%
BOJHT
2642
Bank of Jackson Hole Trust
Wyoming
$56.1K – – –
CCMW
2643
Cypress Capital Management (Wyoming)
Wyoming
$55.9K – – –
MAM
2644
Morse Asset Management
Connecticut
$55K -$515 -6 -0.9%
ASCM
2645
Adkins Seale Capital Management
Louisiana
$53K – – –
HA
2646
Hyposwiss Advisors
$53K – – –
BFS
2647
Beacon Financial Strategies
North Carolina
$52.6K – – –
OWA
2648
Opal Wealth Advisors
New York
$52.4K +$56.6K +659 New
EF
2649
Entrust Financial
Pennsylvania
$52.2K -$4.29K -50 -7%
KG
2650
Kilter Group
New York
$52.2K +$7.47K +87 +15%
104 105
106
107 108