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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
XT
1401
XTX Topco
Cayman Islands
$521K +$63.3K +1,209 +16%
1WM
1402
1900 Wealth Management
Texas
$521K -$64.9K -1,241 -12%
TCM
1403
Triumph Capital Management
Colorado
$518K -$358K -6,852 -43%
TAM
1404
Tucker Asset Management
Colorado
$517K +$77.9K +1,489 +20%
LFA
1405
Lauterbach Financial Advisors
Texas
$516K +$42.3K +809 +10%
DFG
1406
Delta Financial Group
New Jersey
$515K -$70.9K -1,356 -13%
SWC
1407
Spectrum Wealth Counsel
Indiana
$515K – – –
WLPWM
1408
Walled Lake Planning & Wealth Management
Illinois
$514K – – –
OC
1409
Oakworth Capital
Alabama
$513K +$360K +6,885 +352%
MIP
1410
Marietta Investment Partners
Wisconsin
$510K – – –
SF
1411
Summit Financial
New Jersey
$510K -$113K -2,156 -20%
HI
1412
Hudock Inc
Pennsylvania
$508K +$52 +1 +0%
ST
1413
Spinnaker Trust
Maine
$507K +$18.5K +354 +4%
NIM
1414
Northeast Investment Management
Massachusetts
$506K – – –
WPWM
1415
Western Pacific Wealth Management
Illinois
$506K +$76.8K +1,467 +20%
FWP
1416
FAS Wealth Partners
Kansas
$506K -$34.4K -657 -7%
RMDI
1417
R.M. Davis Inc
Maine
$505K -$6.33K -121 -1%
BFO
1418
Biltmore Family Office
North Carolina
$504K – – –
EWM
1419
Evermay Wealth Management
Virginia
$504K -$1.73K -33 -0.4%
SC
1420
Summa Corp
Texas
$504K – – –
BCA
1421
Bray Capital Advisors
Florida
$504K +$262 +5 +0.1%
SFG
1422
SNS Financial Group
Minnesota
$503K +$1.52K +29 +0.3%
FPCP
1423
Fort Point Capital Partners
California
$503K -$36.4K -695 -7%
LA
1424
Legacy Advisors
Pennsylvania
$500K +$44.8K +857 +11%
MFG
1425
Mosaic Financial Group
Illinois
$500K +$451K +8,625 New
55 56
57
58 59