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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
TAM
1226
Tocqueville Asset Management
New York
$617K +$5.22K +118 +0.8%
PWA
1227
Providence Wealth Advisors
Illinois
$615K +$6.64K +150 +1%
CA
1228
Carson Advisory
Georgia
$613K +$57.1K +1,289 +10%
PFA
1229
Pure Financial Advisors
California
$610K -$34.4K -777 -5%
CT
1230
Coastline Trust
Rhode Island
$605K +$29.2K +660 +5%
HCP
1231
Hexagon Capital Partners
Arkansas
$604K -$3.76K -85 -0.6%
AWM
1232
Axxcess Wealth Management
California
$604K +$309K +6,983 +91%
VIM
1233
VELA Investment Management
Ohio
$604K +$21.5K +485 +3%
BFA
1234
Bragg Financial Advisors
North Carolina
$603K -$2.04K -46 -0.3%
NIC
1235
Northwest Investment Counselors
Oregon
$602K -$125K -2,830 -16%
AG
1236
Ascent Group
Virginia
$601K -$55.4K -1,251 -8%
GI
1237
Gradient Investments
Minnesota
$597K +$6.82K +154 +1%
LF
1238
LifeSteps Financial
California
$597K +$640K +14,465 New
MCM
1239
MV Capital Management
Maryland
$595K +$2.66K +60 +0.4%
LA
1240
LexAurum Advisors
Kansas
$594K +$487 +11 +0.1%
OWA
1241
One Wealth Advisors
California
$593K +$8.06K +182 +1%
CCB
1242
Cutter & Co Brokerage
Missouri
$593K +$635K +14,355 New
BMA
1243
Brooks Moore & Associates
Tennessee
$592K -$17.7K -400 -3%
ESCM
1244
Echo Street Capital Management
New York
$591K +$633K +14,303 New
BCM
1245
Becker Capital Management
Oregon
$590K -$61.1K -1,380 -9%
KOC
1246
Koss-Olinger Consulting
Florida
$587K -$580K -13,094 -48%
BIP
1247
Blueprint Investment Partners
North Carolina
$587K +$203K +4,583 +48%
FLI
1248
Family Legacy Inc
South Carolina
$580K – – –
ESB
1249
Essex Savings Bank
Connecticut
$579K -$8.32K -188 -1%
QPWM
1250
Quadrant Private Wealth Management
Pennsylvania
$578K +$620K +14,003 New
48 49
50
51 52