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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
UHC
726
Union Heritage Capital
Michigan
$1.88M – – –
EFS
727
Econ Financial Services
Pennsylvania
$1.86M +$1.97M +45,628 New
SSWM
728
Smith Salley Wealth Management
North Carolina
$1.86M -$79.4K -1,838 -4%
XWM
729
Xcel Wealth Management
Florida
$1.84M -$157K -3,625 -7%
PF
730
Phoenix Financial
Israel
$1.84M -$3.58M -82,991 -65%
CF
731
Centaurus Financial
California
$1.84M +$54.2K +1,255 +3%
MGWM
732
Marks Group Wealth Management
Minnesota
$1.83M -$444K -10,288 -19%
PA
733
Profund Advisors
Maryland
$1.83M -$116K -2,680 -6%
CIA
734
Choate Investment Advisors
Massachusetts
$1.81M +$261K +6,038 +16%
CL
735
Choreo LLC
Illinois
$1.81M +$85.9K +1,989 +5%
LNC
736
Lincoln National Corp
Pennsylvania
$1.79M +$297K +6,881 +19%
RWM
737
Ritholtz Wealth Management
New York
$1.79M -$390K -9,031 -17%
UAS
738
United Asset Strategies
New York
$1.78M -$174K -4,027 -8%
DAS
739
Dynamic Advisor Solutions
Arizona
$1.78M -$34.2K -793 -2%
MWM
740
Mission Wealth Management
California
$1.78M -$1.43M -33,035 -43%
CIA
741
Cohen Investment Advisors
New Hampshire
$1.78M +$175K +4,051 +10%
BSW
742
Buckingham Strategic Wealth
Missouri
$1.77M +$60.8K +1,409 +3%
WB
743
WesBanco Bank
West Virginia
$1.75M -$28.5K -659 -2%
S
744
SignatureFD
Georgia
$1.75M +$81.9K +1,897 +5%
HPC
745
HM Payson & Co
Maine
$1.75M -$284K -6,584 -13%
QI
746
Qtron Investments
Massachusetts
$1.74M -$196K -4,536 -10%
GRP
747
Global Retirement Partners
California
$1.74M -$49.3K -1,141 -2%
EH
748
Equitable Holdings
New York
$1.74M -$462K -10,692 -20%
BOS
749
Bank of Stockton
California
$1.73M -$104K -2,400 -5%
GI
750
GS Investments
Minnesota
$1.73M – – –
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