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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
WWM
1326
Western Wealth Management
Colorado
$853K -$688K -10,076 -45%
CIC
1327
Chilton Investment Company
Connecticut
$849K +$42.4K +621 +5%
QWP
1328
Quotient Wealth Partners
Texas
$848K +$14.6K +214 +2%
CP
1329
Clarendon Private
Massachusetts
$847K +$824K +12,064 New
EW
1330
Element Wealth
Mississippi
$846K -$13K -191 -2%
PI
1331
Parkside Investments
Illinois
$843K +$819K +12,000 New
HIA
1332
Harbor Investment Advisory
Maryland
$842K +$191K +2,800 +30%
CNBOF
1333
City National Bank of Florida
Florida
$838K +$814K +11,924 New
CSP
1334
Cary Street Partners
Virginia
$834K +$810K +11,867 New
FTC
1335
Farmers Trust Company
Ohio
$830K -$10.2K -150 -1%
APP
1336
Avantax Planning Partners
Iowa
$826K +$82.2K +1,204 +11%
IF
1337
Integrity Financial
Wyoming
$825K +$62.8K +920 +8%
TCOV
1338
Trust Company of Vermont
Vermont
$825K +$45.1K +660 +6%
PFBT
1339
Parkside Financial Bank & Trust
Missouri
$821K -$6.28K -92 -0.8%
PCS
1340
Personal CFO Solutions
New Jersey
$820K -$361K -5,291 -31%
NRI
1341
NFP Retirement Inc
California
$820K -$1.91K -28 -0.2%
RCM
1342
RB Capital Management
Nevada
$819K +$28.3K +414 +4%
AC
1343
ASB Consultores
Florida
$817K -$26.5K -388 -3%
CCWM
1344
Correct Capital Wealth Management
Missouri
$813K -$3.14K -46 -0.4%
FRM
1345
Fox Run Management
Connecticut
$810K -$166K -2,426 -17%
IIA
1346
IPG Investment Advisors
California
$810K – – –
PL
1347
Perpetual Ltd
Australia
$809K -$24.4M -357,676 -97%
GLA
1348
Good Life Advisors
Pennsylvania
$807K -$21.2K -311 -3%
PWMAG
1349
Pinnacle Wealth Management Advisory Group
New Jersey
$806K -$36.6K -536 -4%
KTC
1350
Kentucky Trust Company
Kentucky
$806K +$783K +11,475 New
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