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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
KFP
3001
Keener Financial Planning
Texas
– -$83K -1,000 Closed
AT
3002
Arlington Trust
Alabama
– -$75.6K -902 Closed
CWM
3003
Crowley Wealth Management
Delaware
– -$75K -895 Closed
TIM
3004
Tortoise Investment Management
New York
– -$63.8K -761 Closed
PFA
3005
Pathway Financial Advisers
Indiana
– -$48.4K -578 Closed
SC
3006
Stance Capital
Massachusetts
– -$45.8K -546 Closed
FLFS
3007
Family Legacy Financial Solutions
North Carolina
– -$41.9K -500 Closed
CCM
3008
Cloud Capital Management
Washington
– -$37K -448 Closed
MSG
3009
Main Street Group
Virginia
– -$36.7K -438 Closed
ABWM
3010
Alpine Bank Wealth Management
Colorado
– -$33.9K -405 Closed
GFWA
3011
Grey Fox Wealth Advisors
Delaware
– -$30.5K -364 Closed
ICCON
3012
Investment Counsel Company of Nevada
Nevada
– -$16.8K -200 Closed
TCA
3013
Trifecta Capital Advisors
Illinois
– -$12.7K -152 Closed
HFS
3014
Hopwood Financial Services
Virginia
– -$8.38K -100 Closed
FGAM
3015
Financial Gravity Asset Management
Texas
– -$6.12K -73 Closed
GWSA
3016
Global Wealth Strategies & Associates
Colorado
– -$5.53K -66 Closed
SFCL
3017
Strengthening Families & Communities LLC
Massachusetts
– -$5.21K -62 Closed
EPW
3018
Evergreen Private Wealth
Colorado
– -$4.61K -55 Closed
SWP
3019
SIMA Wealth Partners
Virginia
– -$4.28K -51 Closed
BMC
3020
Bear Mountain Capital
Washington
– -$1.02K -12 Closed
ORAM
3021
One River Asset Management
Connecticut
– -$1.04K -12 Closed
CWM
3022
Copia Wealth Management
Oregon
– -$503 -6 Closed
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