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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
LFA
1176
Legacy Financial Advisors
Kentucky
$904K +$61.9K +1,049 +7%
IWA
1177
IVC Wealth Advisors
Pennsylvania
$899K -$3.01K -51 -0.3%
LS
1178
Livforsakringsbolaget Skandia
Sweden
$899K -$41.3K -700 -4%
HCM
1179
Hutner Capital Management
Vermont
$898K -$649 -11 -0.1%
CA
1180
Continuum Advisory
Idaho
$897K +$7.38K +125 +0.8%
PCFFS
1181
Pacific Center for Financial Services
California
$897K +$354 +6 +0%
AIM
1182
Anchor Investment Management
South Carolina
$895K +$7.73K +131 +0.9%
APP
1183
Avantax Planning Partners
Iowa
$892K -$146K -2,475 -14%
RWP
1184
Ridgecrest Wealth Partners
California
$892K +$2.95K +50 +0.3%
AWM
1185
Angeles Wealth Management
California
$891K +$482K +8,166 +119%
GCM
1186
Glaxis Capital Management
Florida
$891K +$886K +15,000 New
NRI
1187
NFP Retirement Inc
California
$891K -$60.7K -1,029 -6%
JWM
1188
Jupiter Wealth Management
Colorado
$890K – – –
NSIM
1189
North Star Investment Management
Illinois
$888K -$53.1K -900 -6%
PA
1190
Perennial Advisors
New York
$888K -$84.6K -1,433 -9%
MIM
1191
MTM Investment Management
South Carolina
$880K +$354 +6 +0%
BCA
1192
Bay Colony Advisors
Massachusetts
$878K -$53.3K -902 -6%
GFA
1193
Gallagher Fiduciary Advisors
Illinois
$872K -$55K -931 -6%
SYBT
1194
Stock Yards Bank & Trust
Kentucky
$872K -$2.83K -48 -0.3%
SWM
1195
Segment Wealth Management
Texas
$871K -$4.37K -74 -0.5%
CRC
1196
Curi RMB Capital
Illinois
$870K -$104K -1,766 -11%
GI
1197
Gradient Investments
Minnesota
$868K +$38.2K +647 +5%
KIA
1198
Knollwood Investment Advisory
Maryland
$866K +$861K +14,587 New
NWM
1199
Northwest Wealth Management
Iowa
$865K -$8.27K -140 -1%
HNB
1200
Hilltop National Bank
Wyoming
$865K -$52.4K -888 -6%
46 47
48
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