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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
EWM
1351
Empirical Wealth Management
Washington
$577K +$131K +2,495 +33%
SC
1352
Sapient Capital
Indiana
$576K -$92.7K -1,771 -15%
AA
1353
Alta Advisers
United Kingdom
$574K – – –
MCM
1354
Monument Capital Management
Virginia
$572K -$8.01K -153 -2%
BFC
1355
Bedel Financial Consulting
Indiana
$570K +$994 +19 +0.2%
CFP
1356
Catalyst Financial Partners
Massachusetts
$569K +$56K +1,071 +12%
RCM
1357
RB Capital Management
Nevada
$569K +$75.5K +1,444 +17%
KFGK
1358
Keystone Financial Group (Kentucky)
Kentucky
$567K +$46.5K +888 +10%
IHWM
1359
Iron Horse Wealth Management
Iowa
$567K -$11.8K -225 -2%
CWP
1360
Concord Wealth Partners
Virginia
$566K -$167K -3,192 -25%
ZB
1361
Zions Bancorporation
Utah
$564K -$114K -2,183 -18%
OWM
1362
OneAscent Wealth Management
Alabama
$564K -$17.7K -338 -3%
SWM
1363
SilverOak Wealth Management
Minnesota
$562K – – –
RCWM
1364
Royal Capital Wealth Management
Indiana
$561K +$680 +13 +0.1%
VP
1365
Verum Partners
North Carolina
$558K -$39.1K -747 -7%
HFM
1366
Hartford Financial Management
Connecticut
$556K – – –
AIM
1367
Aspen Investment Management
Michigan
$555K – – –
MCM
1368
Monarch Capital Management
Indiana
$554K – – –
GITFIT
1369
Generali Investments Towarzystwo Funduszy Inwestycyjnych (TFI)
Poland
$553K +$159K +3,037 +47%
MAM
1370
McCarthy Asset Management
California
$552K -$35.6K -681 -7%
RCG
1371
Regatta Capital Group
California
$551K +$26.8K +513 +6%
WFI
1372
West Family Investments
California
$550K – – –
WB
1373
West Bancorporation
Iowa
$548K -$5.23K -100 -1%
KLCM
1374
KG&L Capital Management
Louisiana
$544K -$110K -2,112 -17%
HIA
1375
Harbor Investment Advisory
Maryland
$541K +$13K +248 +3%
53 54
55
56 57