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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
SSB
1376
Sandy Spring Bank
Maryland
$378K +$10.6K +246 +3%
DA
1377
Doliver Advisors
Texas
$377K -$3.8K -88 -0.9%
BWG
1378
Beta Wealth Group
California
$376K +$60.7K +1,405 +18%
KFGK
1379
Keystone Financial Group (Kentucky)
Kentucky
$376K +$6.69K +155 +2%
PL
1380
Plancorp LLC
Missouri
$375K +$46.9K +1,087 +13%
WBC
1381
West Branch Capital
Massachusetts
$373K -$32.2K -746 -8%
RFM
1382
Royal Fund Management
Florida
$373K -$1.43K -33 -0.4%
AWA
1383
Aaron Wealth Advisors
Illinois
$373K +$5.87K +136 +2%
HIA
1384
Harbor Investment Advisory
Maryland
$372K -$140K -3,245 -26%
WEG
1385
World Equity Group
Illinois
$371K +$392K +9,082 New
GIA
1386
Gladstone Institutional Advisory
Florida
$371K -$15.7K -364 -4%
PWMG
1387
Provence Wealth Management Group
California
$371K +$17.1K +396 +5%
AWA
1388
Alaska Wealth Advisors
Alaska
$371K -$105K -2,439 -21%
FPCP
1389
Fort Point Capital Partners
California
$370K -$63.9K -1,480 -14%
CIM
1390
CIM Investment Management
Pennsylvania
$369K -$9.54K -221 -2%
CS
1391
Candriam SCA
Luxembourg
$369K – – –
WPA
1392
Winning Points Advisors
Florida
$368K -$17.3K -400 -4%
KSWA
1393
Kathleen S. Wright Associates
Pennsylvania
$368K +$69.1K +1,600 +21%
VAM
1394
Vontobel Asset Management
New York
$368K -$21.9K -508 -5%
CA
1395
Claar Advisors
New York
$368K – – –
1WM
1396
1900 Wealth Management
Texas
$367K – – –
PP
1397
PDS Planning
Ohio
$366K +$11.5K +266 +3%
CCFM
1398
Clear Creek Financial Management
Washington
$364K -$20.8K -482 -5%
GSC
1399
Grey Street Capital
Illinois
$363K – – –
SIS
1400
Sound Income Strategies
Florida
$363K +$314K +7,268 +449%
54 55
56
57 58