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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ATC
2701
Advantage Trust Company
Kansas
$74.6K – – –
PMIM
2702
Prudent Man Investment Management
Colorado
$74.6K +$69.5K +800 New
Q1WB
2703
Quest 10 Wealth Builders
Virginia
$72.9K -$2.78K -32 -4%
FC
2704
Fairscale Capital
New Hampshire
$72.7K – – –
BL
2705
BFSG LLC
California
$72.4K -$3.65K -42 -5%
HWP
2706
Highline Wealth Partners
California
$71.7K -$1.13M -12,994 -94%
MS
2707
Monetary Solutions
Ohio
$69K +$64.2K +740 New
SEP
2708
Signature Equity Partners
Ohio
$68.4K +$63.7K +734 New
RFA
2709
Reyes Financial Architecture
California
$67.8K – – –
FDCP
2710
Foster Dykema Cabot & Partners
Massachusetts
$67.7K -$22K -253 -26%
HC
2711
Hoese & Co
Minnesota
$67.5K – – –
EF
2712
Entrust Financial
Pennsylvania
$65.8K +$61.3K +706 New
BOJHT
2713
Bank of Jackson Hole Trust
Wyoming
$65.7K +$17.4K +200 +40%
CCMW
2714
Cypress Capital Management (Wyoming)
Wyoming
$65.4K – – –
VWA
2715
Valued Wealth Advisors
Utah
$65.3K +$3.04K +35 +5%
MAM
2716
Morse Asset Management
Connecticut
$64.9K +$87 +1 +0.1%
HHMI
2717
Howard Hughes Medical Institute
Maryland
$63.1K -$955 -11 -2%
MAM
2718
Meeder Asset Management
Ohio
$62.5K -$2.26K -26 -4%
MWA
2719
Medallion Wealth Advisors
Connecticut
$62.4K – – –
ASCM
2720
Adkins Seale Capital Management
Louisiana
$62.1K +$57.8K +666 New
HA
2721
Hyposwiss Advisors
$62.1K +$57.8K +666 New
BFS
2722
Beacon Financial Strategies
North Carolina
$61.6K +$57.4K +661 New
S
2723
Sachetta
Massachusetts
$59.3K -$365K -4,209 -87%
LFASL
2724
Lugano Financial Advisors SA (LFA)
Switzerland
$59.2K – – –
SFS
2725
Sunrise Financial Services
Washington
$57.9K +$53.9K +621 New
107 108
109
110 111