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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
IFWM
1351
Institute for Wealth Management
Colorado
$511K -$6.69K -155 -1%
VP
1352
Verum Partners
North Carolina
$511K +$42.5K +985 +10%
HAM
1353
Harmony Asset Management
Arizona
$509K +$446K +10,337 New
HCM
1354
Hodges Capital Management
Texas
$508K -$68K -1,575 -13%
TWP
1355
Tyche Wealth Partners
Texas
$505K +$442K +10,252 New
SC
1356
Steph & Co
Wisconsin
$504K – – –
DFG
1357
Delta Financial Group
New Jersey
$504K -$77.3K -1,791 -15%
1WM
1358
1900 Wealth Management
Texas
$503K +$53.6K +1,241 +14%
MAM
1359
McCarthy Asset Management
California
$502K -$10.4K -241 -2%
GA
1360
GFS Advisors
Texas
$502K -$566K -13,120 -56%
SW
1361
Simplicity Wealth
New Jersey
$501K +$126K +2,916 +40%
PAIM
1362
Punch & Associates Investment Management
Minnesota
$500K – – –
SSWM
1363
Sheets Smith Wealth Management
North Carolina
$500K -$75.9K -1,758 -15%
WIM
1364
WealthPlan Investment Management
Nebraska
$499K -$816K -18,898 -65%
PWMG
1365
Provence Wealth Management Group
California
$499K +$45.8K +1,062 +12%
AIM
1366
Athena Investment Management
California
$499K -$3.24K -75 -0.7%
OWM
1367
OneAscent Wealth Management
Alabama
$495K +$59.5K +1,379 +16%
MCM
1368
Monument Capital Management
Virginia
$493K -$1.25K -29 -0.3%
AMIM
1369
Aull & Monroe Investment Management
Alabama
$493K -$29.3K -680 -6%
IHWM
1370
Iron Horse Wealth Management
Iowa
$492K -$23.7K -550 -5%
WB
1371
Webster Bank
Connecticut
$490K +$29.2K +676 +7%
SPA
1372
Sherbrooke Park Advisers
New York
$489K +$3.5K +81 +0.8%
WP
1373
WealthShield Partners
North Carolina
$488K +$4.4K +102 +1%
AA
1374
Alta Advisers
United Kingdom
$487K – – –
DA
1375
Denali Advisors
California
$487K +$427K +9,900 New
53 54
55
56 57