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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HNW
2651
High Note Wealth
Minnesota
$83.3K +$6.83K +85 +9%
BGA
2652
Battery Global Advisors
Massachusetts
$82.6K – – –
RAM
2653
Ramirez Asset Management
New York
$82.6K – – –
BWM
2654
Bernard Wealth Management
Michigan
$82.3K – – –
HWP
2655
Highline Wealth Partners
California
$81.9K +$4.02K +50 +5%
OWP
2656
ORG Wealth Partners
Texas
$79.8K – – –
IRC
2657
Investors Research Corp
Georgia
$79.6K – – –
RRMM
2658
Regatta Research & Money Management
Louisiana
$77.4K +$75.4K +938 New
CFM
2659
Cornerstone Financial Management
Massachusetts
$77.2K +$12.9K +161 +21%
FGC
2660
Financial Gravity Companies
Texas
$76.7K +$74.6K +928 New
KFA
2661
Kelleher Financial Advisors
New York
$76.4K +$34K +423 +84%
LHEI
2662
Leo H. Evart Inc
California
$76.2K +$80 +1 +0.1%
HIA
2663
Highland Investment Advisors
Florida
$75.5K +$73.4K +913 New
SSG
2664
Summit Securities Group
New York
$75.1K -$667K -8,299 -90%
MP
2665
McDonald Partners
Ohio
$75K +$72.9K +907 New
PMIM
2666
Prudent Man Investment Management
Colorado
$74.6K – – –
LG
2667
LAM Group
Oregon
$74.4K – – –
RBC
2668
Roble Belko & Company
Pennsylvania
$74K – – –
VFM
2669
Vision Financial Markets
Connecticut
$74K – – –
S
2670
Sachetta
Massachusetts
$72.8K +$20.5K +255 +41%
ISWM
2671
Intesa Sanpaolo Wealth Management
$72.2K -$23.4K -291 -25%
VWA
2672
Valued Wealth Advisors
Utah
$72.1K +$10.8K +134 +18%
SW
2673
StrongBox Wealth
Missouri
$71K +$69K +859 New
TSMHT
2674
Thurston Springer Miller Herd & Titak
Indiana
$70.2K -$804 -10 -1%
NECFA
2675
New England Capital Financial Advisors
Connecticut
$69.3K – – –
105 106
107
108 109