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Wells Fargo
WFC

Name Holding Trade Value Shares
Change 		Change in
Stake
MHS
1426
M Holdings Securities
Oregon
$993K +$925K +10,659 New
CGL
1427
Clarius Group LLC
Washington
$993K -$98.8K -1,138 -10%
ATFA
1428
All Terrain Financial Advisors
Minnesota
$992K -$19.9K -229 -2%
EGM
1429
Engineers Gate Manager
New York
$992K -$158K -1,816 -15%
HTI
1430
Hikari Tsushin Inc
Japan
$991K – – –
PFSC
1431
Peoples Financial Services Corp
Pennsylvania
$990K -$56.5K -651 -6%
WT
1432
Washington Trust
Rhode Island
$987K -$5.12K -59 -0.6%
TWP
1433
Tyche Wealth Partners
Texas
$985K -$143K -1,642 -13%
EW
1434
Evoke Wealth
California
$984K +$209K +2,412 +30%
AP
1435
Advisortrust Partners
North Carolina
$981K +$914K +10,530 New
PCFFS
1436
Pacific Center for Financial Services
California
$979K – – –
LA
1437
LVW Advisors
New York
$978K +$153K +1,767 +20%
ICP
1438
Interchange Capital Partners
Pennsylvania
$978K +$25.7K +296 +3%
PC
1439
PCB Capital
New Jersey
$970K +$904K +10,409 New
WI
1440
WrapManager Inc
California
$966K -$169K -1,950 -16%
1WA
1441
180 Wealth Advisors
Washington
$964K +$387K +4,456 +76%
LJAC
1442
L.J. Altfest & Co
New York
$959K +$28.6K +330 +3%
SW
1443
SVB Wealth
Massachusetts
$959K -$37.8K -435 -4%
WCA
1444
Westover Capital Advisors
Delaware
$955K – – –
MBT
1445
Montecito Bank & Trust
California
$954K -$8.07K -93 -0.9%
AIIMS
1446
Analyst IMS Investment Management Services
Israel
$949K -$52.1K -600 -6%
BTWM
1447
Baker Tilly Wealth Management
Wisconsin
$948K +$17.7K +204 +2%
PA
1448
Perennial Advisors
New York
$944K +$347 +4 +0%
PWC
1449
Pathfinder Wealth Consulting
North Carolina
$943K +$878K +10,116 New
HP
1450
Holistic Planning
Texas
$942K +$56.8K +654 +7%
56 57
58
59 60