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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
FPCG
1401
Fort Pitt Capital Group
Pennsylvania
$733K +$70.3K +1,184 +9%
BFO
1402
Boston Family Office
Massachusetts
$730K -$275K -4,621 -25%
CG
1403
CFO4Life Group
Texas
$726K -$220K -3,702 -21%
RIM
1404
Regent Investment Management
Kentucky
$726K – – –
AFP
1405
Ausdal Financial Partners
Iowa
$723K -$225K -3,796 -22%
AWM
1406
Aries Wealth Management
Maine
$719K – – –
IWA
1407
Intercontinental Wealth Advisors
Texas
$719K +$26.5K +446 +3%
PCAP
1408
Pratt Collard Advisory Partners
New York
$716K +$331K +5,570 +69%
LCM
1409
Liberty Capital Management
Michigan
$714K – – –
SMG
1410
Spectrum Management Group
Indiana
$711K – – –
TFS
1411
TrustCore Financial Services
Tennessee
$711K +$62.2K +1,047 +8%
SSWM
1412
Sheets Smith Wealth Management
North Carolina
$710K -$1.06M -17,761 -57%
CC
1413
Claybrook Capital
Massachusetts
$708K – – –
PCM
1414
Palisade Capital Management
New Jersey
$708K +$440K +7,400 +121%
FI
1415
FormulaFolio Investments
Michigan
$706K +$439K +7,398 +122%
FIAS
1416
FinTrust Investment Advisory Services
South Carolina
$704K +$432K +7,264 +118%
CA
1417
CapWealth Advisors
Tennessee
$702K – – –
TFO
1418
Tarbox Family Office
California
$701K -$3.68K -62 -0.5%
IGGA
1419
Iron Gate Global Advisors
Utah
$700K +$98.3K +1,654 +14%
CI
1420
Capital International
California
$697K +$790K +13,300 New
GD
1421
Grandfield & Dodd
New York
$695K -$293K -4,937 -27%
LCM
1422
Leisure Capital Management
California
$695K -$32.7K -550 -4%
CWS
1423
Cypress Wealth Services
California
$694K -$136K -2,290 -15%
FCIM
1424
Fairview Capital Investment Management
California
$692K -$62.4K -1,050 -7%
WPA
1425
West Paces Advisors
Georgia
$689K -$33.9K -571 -4%
55 56
57
58 59