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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CFM
2701
Cornerstone Financial Management
Massachusetts
$76.8K +$71.5K +824 New
PWMG
2702
Private Wealth Management Group
New Jersey
$76.4K – – –
FCT
2703
First Community Trust
Iowa
$75.9K -$77.3K -890 -52%
MFT
2704
Moisand Fitzgerald Tamayo
Florida
$74.9K – – –
ATC
2705
Advantage Trust Company
Kansas
$74.6K – – –
PMIM
2706
Prudent Man Investment Management
Colorado
$74.6K +$69.5K +800 New
Q1WB
2707
Quest 10 Wealth Builders
Virginia
$72.9K -$2.78K -32 -4%
FC
2708
Fairscale Capital
New Hampshire
$72.7K – – –
BL
2709
BFSG LLC
California
$72.4K -$3.65K -42 -5%
HWP
2710
Highline Wealth Partners
California
$71.7K -$1.13M -12,994 -94%
MS
2711
Monetary Solutions
Ohio
$69K +$64.2K +740 New
SEP
2712
Signature Equity Partners
Ohio
$68.4K +$63.7K +734 New
RFA
2713
Reyes Financial Architecture
California
$67.8K – – –
FDCP
2714
Foster Dykema Cabot & Partners
Massachusetts
$67.7K -$22K -253 -26%
HC
2715
Hoese & Co
Minnesota
$67.5K – – –
EF
2716
Entrust Financial
Pennsylvania
$65.8K +$61.3K +706 New
BOJHT
2717
Bank of Jackson Hole Trust
Wyoming
$65.7K +$17.4K +200 +40%
CCMW
2718
Cypress Capital Management (Wyoming)
Wyoming
$65.4K – – –
VWA
2719
Valued Wealth Advisors
Utah
$65.3K +$3.04K +35 +5%
MAM
2720
Morse Asset Management
Connecticut
$64.9K +$87 +1 +0.1%
HHMI
2721
Howard Hughes Medical Institute
Maryland
$63.1K -$955 -11 -2%
MAM
2722
Meeder Asset Management
Ohio
$62.5K -$2.26K -26 -4%
MWA
2723
Medallion Wealth Advisors
Connecticut
$62.4K – – –
ASCM
2724
Adkins Seale Capital Management
Louisiana
$62.1K +$57.8K +666 New
HA
2725
Hyposwiss Advisors
$62.1K +$57.8K +666 New
107 108
109
110 111