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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MIP
1426
Marietta Investment Partners
Wisconsin
$497K – – –
AP
1427
Americana Partners
Texas
$497K +$28.4K +503 +6%
KW
1428
KWB Wealth
California
$496K +$473K +8,357 New
1WM
1429
1900 Wealth Management
Texas
$496K – – –
MCM
1430
Manchester Capital Management
Vermont
$496K -$566 -10 -0.1%
TL
1431
Tradewinds LLC
North Carolina
$496K -$17.1K -303 -3%
HI
1432
Hudock Inc
Pennsylvania
$495K +$113 +2 +0%
AMG
1433
Advisors Management Group
Wisconsin
$494K – – –
LJAC
1434
L.J. Altfest & Co
New York
$492K -$27.5K -487 -5%
BCA
1435
Bray Capital Advisors
Florida
$492K +$339 +6 +0.1%
EWM
1436
Evermay Wealth Management
Virginia
$492K – – –
SC
1437
Summa Corp
Texas
$491K – – –
PA
1438
Promethium Advisors
Maryland
$491K +$491K +8,689 New
IWA
1439
Icon Wealth Advisors
Texas
$489K -$206K -3,641 -30%
BTWM
1440
Baker Tilly Wealth Management
Wisconsin
$489K -$374K -6,620 -43%
MAM
1441
Morse Asset Management
Connecticut
$487K +$487K +8,614 New
SWM
1442
SilverOak Wealth Management
Minnesota
$485K -$17.4K -307 -3%
WPWM
1443
Western Pacific Wealth Management
Illinois
$484K +$57 +1 +0%
FPCP
1444
Fort Point Capital Partners
California
$483K +$905 +16 +0.2%
EGA
1445
Eagle Global Advisors
Texas
$481K -$10.2M -180,342 -95%
RCA
1446
Resonant Capital Advisors
Wisconsin
$479K +$24.1K +426 +5%
OWM
1447
OneAscent Wealth Management
Alabama
$478K +$479K +8,462 New
BWG
1448
Beta Wealth Group
California
$476K +$17.3K +306 +4%
NIM
1449
Northeast Investment Management
Massachusetts
$476K -$17.8K -315 -4%
CWP
1450
Concord Wealth Partners
Virginia
$475K +$70.1K +1,240 +17%
56 57
58
59 60