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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
RFA
2626
Reyes Financial Architecture
California
$60.7K +$3.01K +35 +5%
SEP
2627
Signature Equity Partners
Ohio
$60.6K +$2.32K +27 +4%
IAAG
2628
Innovative Asset Advisors Group
Connecticut
$60K +$64.8K +754 New
MS
2629
Monetary Solutions
Ohio
$58.9K – – –
VWA
2630
Valued Wealth Advisors
Utah
$58.7K +$3.18K +37 +5%
FDCP
2631
Foster Dykema Cabot & Partners
Massachusetts
$57.8K – – –
HC
2632
Hoese & Co
Minnesota
$57.6K – – –
1CP
2633
1015 Capital Partners
Pennsylvania
$57.4K -$9.96K -116 -14%
T
2634
TOBAM
France
$57K +$9.53K +111 +18%
T
2635
Tidemark
California
$57K +$28.7K +334 +87%
3FI
2636
3 Factor Indexing
California
$56.5K +$61K +710 New
RFS
2637
Richardson Financial Services
Massachusetts
$56.4K -$34.1K -397 -36%
BOJHT
2638
Bank of Jackson Hole Trust
Wyoming
$56.1K – – –
CCMW
2639
Cypress Capital Management (Wyoming)
Wyoming
$55.9K – – –
MAM
2640
Morse Asset Management
Connecticut
$55K -$515 -6 -0.9%
ASCM
2641
Adkins Seale Capital Management
Louisiana
$53K – – –
HA
2642
Hyposwiss Advisors
$53K – – –
BFS
2643
Beacon Financial Strategies
North Carolina
$52.6K – – –
OWA
2644
Opal Wealth Advisors
New York
$52.4K +$56.6K +659 New
EF
2645
Entrust Financial
Pennsylvania
$52.2K -$4.29K -50 -7%
KG
2646
Kilter Group
New York
$52.2K +$7.47K +87 +15%
CMA
2647
Cedar Mountain Advisors
Oregon
$52.1K +$25.9K +302 +86%
LFASL
2648
Lugano Financial Advisors SA (LFA)
Switzerland
$50.6K – – –
AT
2649
Arlington Trust
Alabama
$50.2K +$54.2K +631 New
S
2650
Sachetta
Massachusetts
$49.8K -$859 -10 -2%
104 105
106
107 108