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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
ACS
1151
Archford Capital Strategies
Illinois
$711K -$178K -3,997 -20%
HIA
1152
Harbor Investment Advisory
Maryland
$709K -$46K -1,030 -6%
DA
1153
Doliver Advisors
Texas
$709K -$4.06K -91 -0.6%
LA
1154
LexAurum Advisors
Kansas
$708K +$110K +2,463 +19%
1CP
1155
17 Capital Partners
Arizona
$704K +$694K +15,550 New
DI
1156
Diligent Investors
California
$697K -$1.82M -40,763 -73%
BHBT
1157
Burke & Herbert Bank & Trust
Virginia
$697K -$15.6K -350 -2%
SCA
1158
Snowden Capital Advisors
New York
$696K +$213K +4,773 +45%
QAM
1159
Q3 Asset Management
Michigan
$693K +$686K +15,364 New
IWA
1160
IVC Wealth Advisors
Pennsylvania
$692K +$179 +4 +0%
WA
1161
Waverly Advisors
Alabama
$691K +$65.2K +1,461 +12%
PCFFS
1162
Pacific Center for Financial Services
California
$686K -$9.64K -216 -1%
FFA
1163
First Foundation Advisors
California
$686K +$84.3K +1,887 +14%
TCOV
1164
Trust Company of Vermont
Vermont
$686K +$94.7K +2,120 +16%
AWM
1165
Apollon Wealth Management
South Carolina
$679K -$12.8K -286 -2%
EFS
1166
Essex Financial Services
Connecticut
$679K – – –
NSIM
1167
North Star Investment Management
Illinois
$678K – – –
JGGDR
1168
JGP Global Gestao de Recursos
Brazil
$676K -$260K -5,815 -28%
CG
1169
Colony Group
Massachusetts
$674K -$3.53M -79,085 -84%
OWP
1170
Obermeyer Wealth Partners
Colorado
$674K +$57.5K +1,288 +9%
ECG
1171
Edge Capital Group
Georgia
$673K -$17.5K -391 -3%
SWM
1172
Shakespeare Wealth Management
Wisconsin
$669K – – –
SG
1173
Stonnington Group
California
$669K +$42.4K +950 +6%
FPCG
1174
Fort Pitt Capital Group
Pennsylvania
$668K +$222K +4,968 +51%
AIA
1175
AIMZ Investment Advisors
California
$665K -$3.35K -75 -0.5%
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