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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
JFA
1201
JNBA Financial Advisors
Minnesota
$548K -$17.6K -404 -3%
NWM
1202
Northwest Wealth Management
Iowa
$548K -$36.1K -829 -5%
BFA
1203
Bragg Financial Advisors
North Carolina
$547K +$2.18K +50 +0.3%
MC
1204
Machina Capital
France
$545K -$52.7K -1,208 -8%
WAM
1205
Wakefield Asset Management
Colorado
$544K +$635K +14,559 New
IWA
1206
IVC Wealth Advisors
Pennsylvania
$541K -$414K -9,506 -40%
GI
1207
Gradient Investments
Minnesota
$540K -$349 -8 -0.1%
BIP
1208
Blueprint Investment Partners
North Carolina
$539K +$8.94K +205 +1%
LA
1209
LexAurum Advisors
Kansas
$539K +$479 +11 +0.1%
EA
1210
Eclectic Associates
California
$538K +$33.9K +777 +6%
LF
1211
LifeSteps Financial
California
$536K -$5.67K -130 -0.9%
KOC
1212
Koss-Olinger Consulting
Florida
$535K +$4.36K +100 +0.7%
BCM
1213
Becker Capital Management
Oregon
$534K – – –
FNA
1214
First National Advisers
Nebraska
$532K +$22.7K +521 +4%
CT
1215
Coastline Trust
Rhode Island
$532K -$18.7K -430 -3%
BTW
1216
Boston Trust Walden
Massachusetts
$531K +$196K +4,507 +46%
BMA
1217
Brooks Moore & Associates
Tennessee
$531K -$5.45K -125 -0.9%
CWS
1218
Cypress Wealth Services
California
$529K +$34.3K +786 +6%
CIA
1219
Cladis Investment Advisory
Montana
$528K -$116K -2,670 -16%
BW
1220
Basepoint Wealth
Iowa
$525K +$118K +2,706 +24%
QPWM
1221
Quadrant Private Wealth Management
Pennsylvania
$523K – – –
PIC
1222
PCJ Investment Counsel
Ontario, Canada
$523K -$2.88M -66,000 -83%
AIM
1223
Anchor Investment Management
South Carolina
$523K +$84.3K +1,934 +16%
WBCM
1224
Wilson & Boucher Capital Management
California
$521K +$3.05K +70 +0.5%
BCA
1225
Bay Colony Advisors
Massachusetts
$520K +$134K +3,082 +28%
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