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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
CCG
1176
Ceeto Capital Group
Florida
$603K – – –
NSIM
1177
North Star Investment Management
Illinois
$602K -$41K -954 -6%
HH
1178
Hilltop Holdings
Texas
$597K -$30.3K -705 -5%
KSWA
1179
Kathleen S. Wright Associates
Pennsylvania
$596K – – –
TAM
1180
Tocqueville Asset Management
New York
$596K +$17.3K +402 +3%
BMA
1181
Brooks Moore & Associates
Tennessee
$593K – – –
HCP
1182
Hexagon Capital Partners
Arkansas
$592K +$104K +2,429 +20%
EWA
1183
EverSource Wealth Advisors
Alabama
$590K -$7K -163 -1%
BFA
1184
Bragg Financial Advisors
North Carolina
$589K +$190K +4,415 +43%
BWP
1185
Baldwin Wealth Partners
Massachusetts
$581K -$11.8K -275 -2%
LA
1186
LexAurum Advisors
Kansas
$579K +$516 +12 +0.1%
HWMA
1187
Heritage Wealth Management (Arizona)
Arizona
$579K +$10.2K +237 +2%
CWS
1188
Cypress Wealth Services
California
$577K -$1.37M -31,796 -70%
MCM
1189
MV Capital Management
Maryland
$577K +$28.4K +662 +5%
GI
1190
Gradient Investments
Minnesota
$576K +$3.65K +85 +0.6%
KA
1191
Kovack Advisors
Florida
$574K -$36.6K -853 -6%
SN
1192
Sittner & Nelson
Oregon
$572K -$45.6K -1,062 -7%
ESB
1193
Essex Savings Bank
Connecticut
$572K – – –
SW
1194
SteelPeak Wealth
California
$571K -$47.3K -1,100 -7%
OWA
1195
One Wealth Advisors
California
$571K +$124K +2,875 +25%
HI
1196
Harbour Investments
Wisconsin
$570K – – –
DWM
1197
Drive Wealth Management
Utah
$570K +$15.6K +364 +3%
VIM
1198
VELA Investment Management
Ohio
$569K +$301 +7 +0%
PWMAG
1199
Pinnacle Wealth Management Advisory Group
New Jersey
$568K +$287K +6,670 +89%
CT
1200
Coastline Trust
Rhode Island
$563K +$351K +8,175 +140%
46 47
48
49 50