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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
HCP
1201
Hexagon Capital Partners
Arkansas
$536K -$63.5K -1,795 -12%
SWM
1202
Shakespeare Wealth Management
Wisconsin
$536K – – –
WLPWM
1203
Walled Lake Planning & Wealth Management
Illinois
$534K – – –
RWA
1204
RGT Wealth Advisors
Texas
$533K -$27.2K -767 -5%
SSWM
1205
Sheets Smith Wealth Management
North Carolina
$533K +$17.8K +504 +4%
OWP
1206
Obermeyer Wealth Partners
Colorado
$531K – – –
SAM
1207
Sawgrass Asset Management
Florida
$529K -$10.3K -290 -2%
VI
1208
Versor Investments
New York
$527K +$478K +13,500 New
SAM
1209
Summit Asset Management
Tennessee
$526K +$35 +1 +0%
FMLI
1210
Fukoku Mutual Life Insurance
Japan
$524K – – –
LF
1211
Lantz Financial
Illinois
$524K +$637 +18 +0.1%
KFP
1212
KB Financial Partners
New Jersey
$524K +$475K +13,412 New
GPA
1213
Garrison Point Advisors
California
$523K – – –
MVP
1214
Miller Value Partners
Florida
$519K +$28.7K +810 +6%
WI
1215
WrapManager Inc
California
$519K +$211K +5,966 +82%
FFA
1216
First Foundation Advisors
California
$518K -$86.2K -2,434 -16%
MAFM
1217
Mid Atlantic Financial Management
Pennsylvania
$518K -$4.32K -122 -0.9%
BP
1218
BBR Partners
New York
$516K +$49.8K +1,406 +12%
MPAM
1219
Murphy Pohlad Asset Management
Minnesota
$515K – – –
SN
1220
Sittner & Nelson
Oregon
$514K -$14.7K -414 -3%
LA
1221
LexAurum Advisors
Kansas
$514K -$2.48K -70 -0.5%
CCA
1222
Childress Capital Advisors
Texas
$514K +$219K +6,199 +89%
APA
1223
Allegiant Private Advisors
Florida
$512K -$29.7K -839 -6%
PFA
1224
Pure Financial Advisors
California
$511K +$1.31K +37 +0.3%
BC
1225
Burney Company
Virginia
$510K -$1.34M -37,719 -74%
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