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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MCCP
1251
Mission Creek Capital Partners
California
$376K +$27K +986 +7%
RWA
1252
Redhawk Wealth Advisors
Minnesota
$376K +$402K +14,684 New
LD
1253
Lipe & Dalton
New York
$376K +$402K +14,695 New
KPW
1254
Kore Private Wealth
New York
$374K +$91.4K +3,339 +30%
ADL
1255
Asset Dedication LLC
California
$373K -$114K -4,171 -22%
BFA
1256
Beacon Financial Advisory
Ohio
$373K -$1.81K -66 -0.5%
EWM
1257
Empirical Wealth Management
Washington
$372K +$159K +5,821 +67%
SKK
1258
Shepherd Kaplan Krochuk
Massachusetts
$371K +$397K +14,500 New
JFA
1259
JNBA Financial Advisors
Minnesota
$370K -$2.9K -106 -0.7%
BI
1260
Ballast Inc
Kentucky
$370K +$72.2K +2,638 +22%
FLPIM
1261
F.L. Putnam Investment Management
Massachusetts
$369K -$15.3K -560 -4%
HCM
1262
Hollencrest Capital Management
California
$368K -$98.5K -3,600 -20%
CPA
1263
Clear Perspective Advisors
Illinois
$366K -$133K -4,845 -25%
LSAG
1264
Lake Street Advisors Group
New Hampshire
$366K +$80.1K +2,928 +26%
9WM
1265
9258 Wealth Management
Ohio
$365K -$12.1K -442 -3%
PP
1266
Pegasus Partners
Wisconsin
$362K +$46.1K +1,686 +14%
PWPS
1267
Pinnacle Wealth Planning Services
Ohio
$361K -$88.9K -3,251 -19%
IIM
1268
Ipswich Investment Management
Massachusetts
$361K -$21.9K -800 -5%
CCMG
1269
Clark Capital Management Group
Pennsylvania
$359K -$35.1K -1,282 -8%
TCPWM
1270
Traverso Chambers Private Wealth Management
California
$359K +$7K +256 +2%
DP
1271
Denver PWM
Colorado
$359K +$67.4K +2,463 +21%
CC
1272
Cannell & Co
New York
$358K -$355K -12,986 -48%
BHWM
1273
Bar Harbor Wealth Management
New Hampshire
$357K -$142K -5,206 -27%
SWA
1274
Stratos Wealth Advisors
Ohio
$356K +$381K +13,915 New
SAM
1275
Sawgrass Asset Management
Florida
$354K – – –
49 50
51
52 53