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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
BSB
1326
Bangor Savings Bank
Maine
$768K -$11.8K -206 -1%
KWA
1327
KCS Wealth Advisory
California
$767K +$60.8K +1,064 +8%
AAP
1328
Arax Advisory Partners
Colorado
$766K -$2.33M -40,769 -74%
NWP
1329
Northstar Wealth Partners
Connecticut
$766K -$3.71K -65 -0.4%
FHA
1330
Flagship Harbor Advisors
Massachusetts
$763K -$12.1K -212 -1%
MGIA
1331
Moneta Group Investment Advisors
Missouri
$762K -$956K -16,749 -54%
CIS
1332
Capital International Sarl
California
$762K -$691K -12,100 -45%
BFO
1333
Biltmore Family Office
North Carolina
$760K – – –
HI
1334
Horizon Investments
North Carolina
$758K +$28.3K +495 +4%
SSWM
1335
Sheets Smith Wealth Management
North Carolina
$757K +$2.4K +42 +0.3%
DWA
1336
Divergent Wealth Advisors
Utah
$753K -$6.45K -113 -0.8%
OPTFSNA
1337
Old Point Trust & Financial Services N A
Virginia
$753K +$5.71K +100 +0.7%
NIPH
1338
NN Investment Partners Holdings
Netherlands
$753K +$818K +14,330 New
NG
1339
Northstar Group
New York
$751K -$6.11K -107 -0.7%
TH
1340
TCTC Holdings
Texas
$751K – – –
TFS
1341
TrustCore Financial Services
Tennessee
$751K +$16K +280 +2%
QSS
1342
Quantitative Systematic Strategies
Florida
$749K -$2.84M -49,675 -78%
LJHT
1343
Laurie J. Hall Trustee
$748K -$3.77K -66 -0.5%
LSAG
1344
Lake Street Advisors Group
New Hampshire
$747K -$477K -8,355 -37%
IWM
1345
IHT Wealth Management
Illinois
$747K -$109K -1,917 -12%
MA
1346
Marshwinds Advisory
Georgia
$745K +$20.5K +359 +3%
AIIMS
1347
Analyst IMS Investment Management Services
Israel
$742K -$74.2K -1,300 -9%
WEC
1348
Winslow Evans & Crocker
Massachusetts
$740K -$62.4K -1,092 -7%
TWA
1349
TCI Wealth Advisors
Arizona
$740K -$2.97K -52 -0.4%
PCA
1350
Personal Capital Advisors
California
$737K +$245K +4,291 +44%
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