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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1151
Hexagon Capital Partners
Arkansas
$616K +$23.7K +590 +4%
LF
1152
LifeSteps Financial
California
$610K -$1.85K -46 -0.3%
RT
1153
Rockland Trust
Massachusetts
$609K -$53.9K -1,339 -9%
GI
1154
Gradient Investments
Minnesota
$608K -$8.33K -207 -1%
JSL
1155
JT Stratford LLC
Georgia
$606K +$19.2K +478 +3%
KOC
1156
Koss-Olinger Consulting
Florida
$606K -$4.67K -116 -0.8%
BMA
1157
Brooks Moore & Associates
Tennessee
$606K – – –
CFG
1158
Citizens Financial Group
Rhode Island
$605K +$85.6K +2,127 +18%
IFU
1159
iSAM Funds (UK)
United Kingdom
$605K -$221K -5,492 -28%
BCM
1160
Becker Capital Management
Oregon
$604K -$5.59K -139 -1%
TH
1161
TCTC Holdings
Texas
$598K -$159K -3,958 -22%
AW
1162
Avion Wealth
Texas
$597K +$272K +6,755 +93%
QPWM
1163
Quadrant Private Wealth Management
Pennsylvania
$596K -$1.13K -28 -0.2%
OFG
1164
Oxford Financial Group
Indiana
$595K +$112K +2,781 +25%
PWA
1165
Providence Wealth Advisors
Illinois
$595K -$79.1K -1,965 -13%
SWM
1166
Shakespeare Wealth Management
Wisconsin
$594K – – –
OCM
1167
Osterweis Capital Management
California
$593K – – –
WPW
1168
Waldron Private Wealth
Pennsylvania
$592K -$70.4K -1,749 -11%
CIA
1169
Cladis Investment Advisory
Montana
$590K -$12K -299 -2%
SXL
1170
Summit X LLC
Missouri
$590K +$73K +1,814 +15%
EA
1171
Eclectic Associates
California
$587K -$24.9K -619 -4%
JCM
1172
Jacobi Capital Management
Pennsylvania
$584K +$134K +3,318 +32%
CWP
1173
Concord Wealth Partners
Virginia
$584K +$264K +6,556 +92%
MWM
1174
Madison Wealth Management
Ohio
$584K +$1.57K +39 +0.3%
NCM
1175
Neumann Capital Management
California
$581K -$96.6K -2,400 -15%
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