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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WLPWM
1201
Walled Lake Planning & Wealth Management
Illinois
$619K – – –
FSA
1202
Fort Sheridan Advisors
Illinois
$619K +$52.5K +1,175 +9%
MWM
1203
Madison Wealth Management
Ohio
$619K +$82.8K +1,855 +16%
SSWM
1204
Sheets Smith Wealth Management
North Carolina
$618K +$134 +3 +0%
BCAM
1205
Boston Common Asset Management
Massachusetts
$618K +$610K +13,655 New
MWM
1206
Meridian Wealth Management
Kentucky
$617K +$32.3K +724 +6%
AC
1207
Avestar Capital
New York
$616K – – –
ACM
1208
Alta Capital Management
Utah
$614K -$100K -2,241 -14%
RWA
1209
RGT Wealth Advisors
Texas
$613K -$4.38K -98 -0.7%
SAM
1210
Sawgrass Asset Management
Florida
$613K – – –
ISB
1211
Iowa State Bank
Iowa
$612K -$33K -740 -5%
PWMG
1212
Pinnacle Wealth Management Group
Michigan
$611K +$603K +13,500 New
NIM
1213
Nexus Investment Management
Ontario, Canada
$610K -$112K -2,500 -16%
WAM
1214
Weatherly Asset Management
California
$610K -$62.3K -1,396 -9%
MOS
1215
MGO One Seven
Ohio
$609K +$600K +13,446 New
ZIC
1216
ZWJ Investment Counsel
Georgia
$607K -$319K -7,150 -35%
IFG
1217
Investors Financial Group
Minnesota
$606K -$123K -2,745 -17%
GPA
1218
Garrison Point Advisors
California
$606K – – –
JWA
1219
JFS Wealth Advisors
Pennsylvania
$604K -$78.4K -1,756 -12%
BIC
1220
Beach Investment Counsel
Pennsylvania
$600K -$44.7K -1,000 -7%
BCM
1221
BTR Capital Management
California
$600K +$80.4K +1,800 +16%
BC
1222
Burney Company
Virginia
$598K +$6.7K +150 +1%
EN1L
1223
Engine No 1 LLC
California
$598K +$590K +13,214 New
CA
1224
Claro Advisors
Massachusetts
$597K +$32.2K +722 +6%
SN
1225
Sittner & Nelson
Oregon
$596K – – –
47 48
49
50 51