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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SFA
1001
Seneca Financial Advisors
New York
$1.26M – – –
UWS
1002
Unique Wealth Strategies
Illinois
$1.26M – – –
EWA
1003
EverSource Wealth Advisors
Alabama
$1.26M +$170K +2,876 +16%
WG
1004
Welch Group
Alabama
$1.26M +$384K +6,500 +44%
CIC
1005
Carnegie Investment Counsel
Ohio
$1.25M -$7.73K -131 -0.6%
LIM
1006
Leavell Investment Management
Alabama
$1.25M -$178K -3,018 -13%
EFS
1007
Essex Financial Services
Connecticut
$1.25M +$193K +3,270 +16%
FMC
1008
First Merchants Corp
Indiana
$1.25M +$1.24M +21,000 New
PMA
1009
Prudent Man Advisors
Illinois
$1.25M +$42.4K +718 +4%
LCM
1010
Lazari Capital Management
California
$1.24M +$1.24K +21 +0.1%
HSA
1011
HBK Sorce Advisory
Pennsylvania
$1.24M +$25K +423 +2%
BBA
1012
BLB&B Advisors
Pennsylvania
$1.24M +$136K +2,298 +12%
SWM
1013
Sendero Wealth Management
Texas
$1.24M -$548K -9,286 -31%
GC
1014
GFG Capital
Florida
$1.23M -$165K -2,789 -12%
JSL
1015
JT Stratford LLC
Georgia
$1.23M +$62.3K +1,055 +5%
FRA
1016
Frank Rimerman Advisors
California
$1.23M +$1.22M +20,644 +51,610%
LC
1017
Lindbrook Capital
California
$1.23M +$28.1K +476 +2%
DG
1018
DMC Group
Alabama
$1.22M +$77.9K +1,319 +7%
KIG
1019
Kennedy Investment Group
New Jersey
$1.22M -$23.7K -401 -2%
CC
1020
Courier Capital
New York
$1.22M -$3.25K -55 -0.3%
SBIA
1021
Sheaff Brock Investment Advisors
Indiana
$1.22M -$113K -1,917 -9%
CGL
1022
Clarius Group LLC
Washington
$1.22M -$76.5K -1,296 -6%
EM
1023
Excalibur Management
Massachusetts
$1.21M -$9.21K -156 -0.8%
MA
1024
Mutual Advisors
Nebraska
$1.21M -$7.5K -127 -0.6%
MMA
1025
Miracle Mile Advisors
California
$1.21M -$5.49K -93 -0.5%
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