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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIA
1226
MeadowBrook Investment Advisors
Michigan
$657K +$576K +13,355 New
VWM
1227
Vivid Wealth Management
Iowa
$656K +$575K +13,322 New
KC
1228
Knuff & Co
California
$655K – – –
LIM
1229
Longfellow Investment Management
Massachusetts
$652K +$571K +13,240 New
NSAM
1230
North Star Asset Management
Wisconsin
$651K – – –
OA
1231
Operose Advisors
Wisconsin
$651K -$125K -2,886 -18%
WBCM
1232
Wilson & Boucher Capital Management
California
$649K – – –
EA
1233
Eclectic Associates
California
$649K -$36.9K -856 -6%
WAM
1234
Weatherly Asset Management
California
$648K – – –
HWP
1235
Highline Wealth Partners
California
$647K – – –
WA1
1236
Wimmer Associates 1
California
$647K – – –
AIM
1237
Aigen Investment Management
New York
$646K -$1.47M -33,987 -72%
OWA
1238
One Wealth Advisors
California
$645K -$620K -14,364 -52%
GS
1239
Gagnon Securities
New York
$643K – – –
WAP
1240
Wealthcare Advisory Partners
Pennsylvania
$641K +$30.5K +706 +6%
AWAU
1241
Alliance Wealth Advisors (Utah)
Utah
$640K -$69.7K -1,616 -11%
AIA
1242
AIMZ Investment Advisors
California
$640K -$17.9K -414 -3%
9WM
1243
9258 Wealth Management
Ohio
$638K +$22.3K +516 +4%
CWP
1244
Concord Wealth Partners
Virginia
$638K -$159K -3,695 -22%
CA
1245
Claro Advisors
Massachusetts
$638K -$78.6K -1,822 -12%
APP
1246
Avantax Planning Partners
Iowa
$633K -$386K -8,943 -41%
LSA
1247
Leonteq Securities AG
Switzerland
$633K +$266K +6,169 +92%
HH
1248
Hilltop Holdings
Texas
$630K -$5.13K -119 -0.9%
FLI
1249
Family Legacy Inc
South Carolina
$630K – – –
HWMA
1250
Heritage Wealth Management (Arizona)
Arizona
$630K +$552K +12,793 New
48 49
50
51 52