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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LPAM
1126
Lodestar Private Asset Management
California
$914K -$40.8K -721 -4%
SMA
1127
Sage Mountain Advisors
Georgia
$913K +$18.7K +331 +2%
IVP
1128
Intrinsic Value Partners
Arizona
$910K -$37.5K -663 -4%
CA
1129
Claro Advisors
Massachusetts
$910K +$123K +2,173 +16%
FPGT
1130
Financial Partners Group (Tennessee)
Tennessee
$904K +$84.9K +1,502 +10%
SIM
1131
Sterling Investment Management
Arizona
$904K -$63.6K -1,124 -7%
LI
1132
Lafayette Investments
Maryland
$904K – – –
TNB
1133
Thomasville National Bank
Georgia
$902K -$397K -7,020 -31%
BCM
1134
Brookstone Capital Management
Illinois
$901K -$6.33K -112 -0.7%
AIM
1135
Anchor Investment Management
South Carolina
$898K +$47.3K +836 +6%
CWS
1136
Cypress Wealth Services
California
$893K +$735 +13 +0.1%
SN
1137
Sittner & Nelson
Oregon
$892K -$56.6K -1,000 -6%
SIM
1138
Studio Investment Management
Illinois
$889K -$51.7K -915 -5%
WTB
1139
Washington Trust Bank
Washington
$889K +$7.35K +130 +0.8%
CWM
1140
Cornerstone Wealth Management
Missouri
$889K -$43.4K -768 -5%
LF
1141
Lantz Financial
Illinois
$889K +$5.09K +90 +0.6%
TCM
1142
Telos Capital Management
California
$888K -$195K -3,440 -18%
PWP
1143
Principle Wealth Partners
Connecticut
$886K – – –
ZIM
1144
Zacks Investment Management
Illinois
$883K +$11.1K +197 +1%
TFA
1145
Tranquilli Financial Advisor
New Jersey
$883K +$15.2K +268 +2%
CCS
1146
Concentric Capital Strategies
Connecticut
$877K +$375K +6,622 +74%
CSPIA
1147
Cary Street Partners Investment Advisory
Virginia
$875K -$90K -1,591 -9%
EA
1148
Eclectic Associates
California
$873K +$10.1K +178 +1%
GC
1149
Gilbert & Cook
Iowa
$868K +$1.53K +27 +0.2%
NWAG
1150
Net Worth Advisory Group
Utah
$865K +$866K +15,316 New
44 45
46
47 48