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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
AC
1426
ASB Consultores
Florida
$402K +$46.5K +1,050 +12%
SCM
1427
Stevens Capital Management
Pennsylvania
$401K +$430K +9,716 New
BTW
1428
Boston Trust Walden
Massachusetts
$401K -$68.6K -1,550 -14%
WAG
1429
Wallace Advisory Group
California
$401K +$430K +9,709 New
RCWM
1430
Royal Capital Wealth Management
Indiana
$398K +$575 +13 +0.1%
HFM
1431
Hartford Financial Management
Connecticut
$396K – – –
SVWAG
1432
Sound View Wealth Advisors Group
Georgia
$396K -$360K -8,142 -50%
AMG
1433
Advisors Management Group
Wisconsin
$396K – – –
FCIM
1434
Fairview Capital Investment Management
California
$396K -$9.56K -216 -2%
BFO
1435
Biltmore Family Office
North Carolina
$395K +$37.3K +843 +10%
PSC
1436
Prentiss Smith & Co
Vermont
$394K – – –
RCG
1437
Regatta Capital Group
California
$393K +$17K +384 +4%
GIA
1438
Gladstone Institutional Advisory
Florida
$392K -$57.2K -1,293 -12%
LWP
1439
LMG Wealth Partners
Louisiana
$390K +$391K +8,832 New
OAM
1440
Occidental Asset Management
California
$389K +$173K +3,913 +71%
CCWM
1441
Cassaday & Co Wealth Management
Virginia
$388K +$416K +9,394 New
PAM
1442
PVG Asset Management
Colorado
$388K +$415K +9,386 New
RWP
1443
Ridgecrest Wealth Partners
California
$387K – – –
WP
1444
WealthShield Partners
North Carolina
$387K -$3.36K -76 -0.8%
TCB
1445
Texas Capital Bancshares
Texas
$386K +$885 +20 +0.2%
BOTW
1446
Bank of the West
California
$383K +$3.01K +68 +0.7%
DA
1447
Doliver Advisors
Texas
$381K -$2.21K -50 -0.5%
IFWM
1448
Institute for Wealth Management
Colorado
$381K +$31.2K +704 +8%
TCM
1449
Tributary Capital Management
Nebraska
$380K +$69.7K +1,575 +21%
AFT
1450
Alpha Family Trust
California
$379K +$88.5K +2,000 +28%
56 57
58
59 60