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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HIA
2651
Highland Investment Advisors
Florida
$75.5K +$73.4K +913 New
SSG
2652
Summit Securities Group
New York
$75.1K -$667K -8,299 -90%
MP
2653
McDonald Partners
Ohio
$75K +$72.9K +907 New
PMIM
2654
Prudent Man Investment Management
Colorado
$74.6K – – –
LG
2655
LAM Group
Oregon
$74.4K – – –
RBC
2656
Roble Belko & Company
Pennsylvania
$74K – – –
VFM
2657
Vision Financial Markets
Connecticut
$74K – – –
S
2658
Sachetta
Massachusetts
$72.8K +$20.5K +255 +41%
ISWM
2659
Intesa Sanpaolo Wealth Management
$72.2K -$23.4K -291 -25%
VWA
2660
Valued Wealth Advisors
Utah
$72.1K +$10.8K +134 +18%
SW
2661
StrongBox Wealth
Missouri
$71K +$69K +859 New
TSMHT
2662
Thurston Springer Miller Herd & Titak
Indiana
$70.2K -$804 -10 -1%
NECFA
2663
New England Capital Financial Advisors
Connecticut
$69.3K – – –
Q1WB
2664
Quest 10 Wealth Builders
Virginia
$68.8K +$563 +7 +0.8%
FCT
2665
First Community Trust
Iowa
$67.3K – – –
FCMT
2666
Founders Capital Management (Texas)
Texas
$67.2K -$80.4K -1,000 -55%
MFT
2667
Moisand Fitzgerald Tamayo
Florida
$66.4K – – –
CH
2668
CDKV Holdings
Colorado
$66.3K – – –
ATC
2669
Advantage Trust Company
Kansas
$66.1K – – –
SEP
2670
Signature Equity Partners
Ohio
$65.5K +$2.57K +32 +4%
FC
2671
Fairscale Capital
New Hampshire
$64.5K – – –
BL
2672
BFSG LLC
California
$64.3K +$80 +1 +0.1%
WA
2673
Westfuller Advisors
New York
$63.5K +$13.1K +163 +27%
RFA
2674
Reyes Financial Architecture
California
$63.1K – – –
MS
2675
Monetary Solutions
Ohio
$61.2K – – –
105 106
107
108 109